You Know You are a Permabear When…
Last week, I referenced the terrific piece from Mike at Hedgfolios: (You Know You are a Permabull When…). This week, we have a little...
Chart of the Week: Risk Appetite
Jonathan Wilmot of CSFB notes that “Risk Appetite, which has been in the euphoria zone, is quickly approaching an 11-year high.” He...
Thick as a BRIC
The WSJ asks, "what’s hotter than emerging markets?" The answer is BRICs: Brazil, Russia, India and China. WSJ: ...
Radio Economics: The Greenspan Era
I recently did another Radio Economics interview with James Reese. We covered alot of the Alan Greenspan era, including -the Greenspan...
Why the Short Term Upside Bias?
I mentioned yesterday why I was short term bullish. Quite a few emailers and commenters asked for greater specifics, and whether this...
Get Darwinian on Your Portfolio!
Of all the many battles on Wall Street, the one that strikes us as peculiarly absurd is the recent sniping between Economists and...
Chart of the Week: Seasonally weak period for Small Cap and Tech
March has historically kicked off a 6 week period when small cap and technology stocks tend to lag the broad market. Over the past 25...
Equity Risk Premium
Why do stocks pay more than bonds? That’s the question a NYT column looks at this Sunday. Interestingly, why the risk premium is so...
Once Again, Late to the Party?
On occasion, I come across interesting and — inadvertantly telling — stuff in the Personal section of the Journal. Today was...