My afternoon train reading: • Goldman Sees Commodity Bull Run Over as Returns Trail Stocks (Bloomberg) • Survivorship bias: why 90%...
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Fascinating reading: Download the full report here. Click to enlarge Source: McKinsey and Company Hat Tip Next Big Future
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Click to enlarge I have to admit: I have never seen this ratio before. Standard & Poor’s 500 Index to profits at all...
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My morning reads: • Fading Bull (Wealth Management) • Bubbles: How I Learned to Stop Worrying and Love the Bond (It’s Not That...
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On December 5, 1996, Federal Reserve Chairman Alan Greenspan gave a speech entitled ‘The Challenge of Central Banking in a Democratic...
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Bloomberg Surveillance I am going to be on Bloomberg TV/Radio this morning with Tom Keene and Sara Eisen from 6:00 – 7:00am....
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Sarkar Global Macro is a newsletter which analyses and comments on market moving global macro issues, including an analysis of political...
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Housing Prices: Up Or Down? Preface: Part 1 will discuss what’s really going on in the housing market. Part 2 explains why. CBS...
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I just submitted my Sunday column into be edited. The topic: You Missed the Big Market Rally? What Do You Do Now? I have my own...
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