October 2011 - The Big Picture

Here is today’s train reading home for Trick or Treat: • Say What? In 30-Year Race, Bonds Beat Stocks (Bloomberg) • Stephen...

Wall Street fat cats and Eric Cartman are already pretty similar. They’re greedy and gluttonous, and they’ve probably all...

REVISED: Here’s a back of the envelope calculation on Italy, highlighting the impact that a rise in financing costs coupled with a...

Stanley Crouch, Aegis Capital, and Josh Brown, Fusion Analytics, discuss how to navigate confusing markets Source: CNBC.com Mon 31 Oct 11...

The world’s population is expected to hit seven billion in the next few weeks. After growing very slowly for most of human history,...

Source: Overbought Market? The Case for Chasing Stocks in Q4 Matt Nesto Breakout October 31, 2011...

Source: Has America Become an Oligarchy? Spiegel Online, October 28, 2011

Got Bonds? Since 1981, long-term government bonds have gained an average of 11.5% per year, handily besting equities. The S&P 500...

My morning reads start your week : • A Historical Perspective of Recessions and Bear Markets (TBP) see also Stocks Going By the Book...