Housing Recovery Elusive for U.S. Homebuilders
Click to enlarge Source: Bloomberg Interesting chart form Dave Wilson showing how elusive the U.S. housing market’s...
10 Thursday AM Reads
My morning reads: • Quarter-End: Who What When Where Why How (Scott Skyrm) • Central Banks: Powerful or Powerless? Make Up Your Mind....
Why I Write: Barry Ritholtz
I did a longish, NSFW, no holds barred interview with Marco Nappolini and the folks at Pieria. The concept of the series was...
Seinfeld On Stern
“Pop-Tarts…they can’t go stale because they were never fresh!” Long form entertainment, it’s the...
Physics Envy and Economic Theory
Economists were seduced by physics because it made their claims seem more scientific. Their belief was in the concept of equilibrium, in...
10 Midweek PM Reads
My afternoon train reading: • The Overconfident Investor Moves Markets (Yahoo Finance) • Three Major Market Threats; Advice for...
Following the Fed Out of Bonds?
Click to enlarge Source: FT.com Excellent explanatory chart from the FT. Source: Bond Traders Take Cue to Exit Treasuries...
50 Year Chart: Stocks, Bonds & Gold
Click to enlarge Yesterday, in response to our post on how wrong the public was back in this 2011 Gallup poll, the following...