When Do Surprises (Sometimes) = Forecasts?
Answer: When they’re put out by Byron Wien. Wien is out with his Top Ten Surprises for 2010. Over the years I’ve come to...
Krugman: 30-40% Chance U.S. Recession in 2010
click for video > Source: Krugman Sees 30-40% Chance of U.S. Recession in 2010 Steve Matthews Bloomberg, Jan. 4 2010...
Record Bullish Ratio
Who said the small investor isn’t optimistic about stocks? The American Association of Individual Investors (AAII) Bullish Ratio...
Anyone Seen the IBD Congrats to Obama?
Back on March 4, 2009, right-leaning IBD — among many right-wing organs trying to hang the stock market’s collapse around...
Bond-Fund Flows at an All-Time Peak
Here is something from Henry H. McVey, who heads Morgan Stanley’s Global Macro and Asset Allocation. Before the year ended, he...
Banking Sector Remains (literally) Unchanged
Ever wonder why the banking sector continues to operate as it always has? Here’s a possible answer: According to a report on...
The Federal Reserve Still Doesn’t Know How To Get Rid Of...
The Federal Reserve Still Doesn’t Know How To Get Rid Of Excess Liquidity The Wall Street Journal – Fed Proposes Tool to Drain...
The best balance sheets will win in 2010
Extremely low interest rates in 2009 provided the impetus for a massive wave of refinancings both at the consumer and corporate level...
Bernanke Still Does Not Understand Credit Crisis
“When historical relationships are taken into account, it is difficult to ascribe the house price bubble either to monetary policy or...