Stocks vs. Bonds
Bloomberg.com – Cooperman ‘Wouldn’t Be Caught Dead’ Owning U.S. Treasuries Leon Cooperman, the chairman of hedge fund Omega...
Tactical Shift in Portfolios: Reducing Cash
This week, I made several changes in the Core Asset Allocation model, adding several new names and increasing our exposure to equities....
Europe/inflation/QE3 coming
While we won’t get a definitive response from the Europeans this weekend on how best to deal next with their debt crisis, officials...
Does Water Have Memory? (No)
The answer is No — this appears to be a thoroughly disproven concept. Hat tip @Lippard for the correction Water — just a...
Europe’s Undercapitalized Banks
We’ve posted several pieces recently about Europe’s over banked and undercapitalized financial system. The markets have pounded...
Yet more chaos and confusion in the Euro Zone
Kiron Sarkar lives in London and Ireland where he works as a money manager. His full bio follows below. ~~~ Apologies for being off line...
10 Thursday PM Reads
My train reading for today: • Bernanke says Fed should keep a sharper eye on financial bubbles (Washington Post) • Is Bank of America...
Occupy World St: From NYC to Everywhere
All over the globe people are rising up and demanding their rights in a worldwide rally of discontent as protests inspired by the Occupy...
First Look At US Pay Data, It’s Awful
The latest long term update on employment and wage data is out, and its not remotely pretty: The figures from payroll taxes reported to...
Economic data
Existing Home Sales in Sept totaled 4.91mm annualized, exactly in line with estimates and Aug was revised up a touch to 5.06mm. Closings...