Why Are Equities So Bid?
U.S. retail sales fall for the three consecutive months. Chairman Bernanke disappoints the easy money crowd during his Congressional...
TDS: International Banking Actuality Part 37 – Libor Fallout
Banking titans Rich Ricci and Bob Diamond are implicated in the Libor financial scandal, but an eighth-generation Hoare remains innocent...
Existing Home Sales for June 2002
Chart via Calculated Risk The Housing Recovery is awesome — until you actually look at the sales data. Then, not so much....
Manal Mehta Sunesis Capital
BAC and GSE Putbacks: A big problem and cause of concern — This line from a court ruling can cause big headaches for BAC: “not...
10 Thursday AM Reads
My morning reads: • Finance’s Crisis of Legitimacy (Project Syndicate) see also Wall Street is ruining America (MSN Money) • The...
Words of Wisdom by the late Barton Biggs
I only recall meeting Barton Biggs once (via a Green room somewhere), but his legend preceded him. This list of quotes (Thanks J!) should...
Real Return Investing
Real Return Investing Macroeconomic issues currently playing out in Europe, Asia and the United Sates may be linked by the same dynamic:...
Individual investors not bullish/Germany is watching
From a contrarian standpoint, today’s reading of individual investor market sentiment, as measured by AAII, helps to explain in...