German unemployment falls again
The German economy continues to be the rock of the region as it reported a bigger than expected drop in unemployment of 34k vs the...
2011 Investment Mea Culpas
January is nearly over, so it is once again time to look at the various errors, mistakes and bad calls that I made in the asset...
SOPA, PIPA, ACTA … What’s Next?
ACTA: “Would Usurp Congressional Authority”, “Threatens Numerous Public Interests”, a “Backroom Special Interest Deal”, a...
Anecdotes Wanted . . .
“The reason capitalism has triumphed in the West and sputtered in the rest of the world is because most of the assets in Western...
10 Monday PM Reads
My afternoon train reading: • What is the value-added of managers – and the all too common mistake of confusing charisma with...
How Bullish is the Golden Cross ? (UPDATED)
Pinging around trading desks last week was a report from Birinyi Research on the Golden Cross. Given where prices are (and the days...
Is the Rally in Treasury Bonds Over?
One of my favorite sections of Barron’s each week is the Review/Preview — including a weekly question where they ask...
10 Monday AM Reads
My reads to start the week off: • Freddie Mac Bets Against American Homeowners (ProPublica) • Money From MF Global Feared Gone (WSJ)...
Stuff, mostly Europe of course
Verbalizing what many of us market participants have been thinking over the past month, UK Chancellor of the Exchequer said “the...