Where Are We In the Cycle?
From Torsten Sløk, Deutsche Bank Securities: Ten different indicators suggest that we are late cycle: 1. Growth in temp staffing...
Recession Risks Rise
From Torsten Sløk, Deutsche Bank Securities: Source: Torsten Sløk, Deutsche Bank Research From Torsten Sløk: For the past year,...
Bull Market: Earnings or Multiple Expansion?
Source: @biancoresearch One of the least understood details of the great 1982-2000 bull market was just how significant the...
This Is Not A Drill
How to Invest and Profit in the Next Recession A slump is likely in the next year or so. There are ways to prepare for it. Bloomberg,...
Get a Job!
My Bloomberg column on Monday was headlined, “How to Invest and Profit in the Next Recession. I discussed 4 things you should do in...
BBRG: How to Invest and Profit in the Next Recession
How to Invest and Profit in the Next Recession A slump is likely in the next year or so. There are ways to prepare for it. Bloomberg,...
60 Days of Light
We are now in one of the most delightful stretches of the year: The month on each side of the Summer solstice — in the Northern...
How Long Are You Willing to Look Stupid?
Markets Make Everyone Feel Stupid at Some Point The real questions is, how long are you willing to live with it? Bloomberg, February 25,...
Realtors as a Percentage of Pre-Recession Peak
Zillow: – Half of All U.S. Homes Are More Valuable than Pre-Recession Peak; – The median U.S. home value is $217,300, up 8.3...
Coming Soon: Masters in Business Live with Howard Marks
Last month, we hosted the very first Masters in Business Live podcast. It was with Ray Dalio, and it worked out rather well. Ray...