Mike Panzner put out an interesting piece last week. The Nasdaq-100 has been on a tear since bottoming on March 5th, gaining 12.77%...
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James Hamilton at Econbrowser asks the remarkably sanguine question: CDOs: what’s the big deal? He does a nice job looking at many...
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Prieur du Plessis put together an excellent roundtable discussion about the global economy, markets, equities, inflation, bonds, housing,...
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As if the "well-contained subprime mortage" issue wasn’t adding enough volatility, today is the Russell Indices...
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On an unrelated note, I am playing with the design of a new project (big announcement, hopefully next week) that is geared for active...
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Last night, Larry asked me which was a bigger threat to stocks, a US/Iran conflict — or rising bond yields. The correct answer was,...
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The Real Money column I mentioned Friday has been moved to the (free) The Street.com side: Nine Stocks for Playing the Long Side Safely...
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Good advice for new graduates (and nearly everyone else) from NYT columnist Damon Darlin: "Over the last two years I’ve been...
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I have a new column up at Real Money: Nine Stocks for Playing the Long Side Safely It is based on our response to a request from research...
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Amusing! Funny as this might be, I thought the debate over this was always misguided — there’s a huge difference between...
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