Lightening Up on Small Caps, Emerging Markets
As I noted last night, with a deal in place, the stock futures were strongly higher. I also noted that the decision not to sell into the...
July ETF Performance Recap
From Econompic Data, comes this look at July’s ETF performance by asset class: > click for larger chart Source: Econompic Data
ISM confirms regional survey weakness
July ISM mfr’g at 50.9 was well below expectations of 54.5, down from 55.3 in June and the weakest since July ’09. New Orders...
Bloomberg: The Debt Deluge
Source: Why the Debt Crisis Is Even Worse Than You Think) Businessweek, July 27, 2011
Sunday WaPo Column: Lessons Beyond Debt Ceiling
Hey, not too shabby: MY Sunday WaPo column, Debt ceiling: 10 lessons beyond that crisis, seemed to have found an audience: If you have...
Our Problem in Pictures
I thought it might be interesting and instructive to visualize the ongoing debate over how to solve our debt and deficit problems, so...
Can we move on, for now?
With a deal almost done, the next question yet to be answered is how the rating agencies will respond. I’m not going to bother...
Monday AM Reads
Some interesting reading to start off your week: • Rating Agencies Exploit Debt Drama to Regain Trust (The Fiscal Times) see also Mr....