Oil ticked over $75 today. Long time readers know I have long been bullish on Energy, Oil, and the Agricultural sectors. But what happens...
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I keep hearing people say that investors are too bearish, and that’s a floor on the market. That’s a bit misleading —...
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There is an interesting article in the Money & Investing section of the WSJ this morning: What Could Topple Bulls’ ‘Wall...
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Mark Hulbert is the founder and chief honcho of Hulbert Financial Digest. He’s been tracking investment newsletters for almost 3...
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Here’s my variation on the classic EMH joke: Two Economics professors are walking back to their offices after giving a lecture on...
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There is a fascinating article in today’s WSJ about a contentious valuation debate: Homebuilders judged by their book value. What...
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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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