CPI Overstates Inflation? Puh-Leeze!
Larry Kudlow has been flogging my Ben Bernanke as Neville Chamberlain quote for weeks now. So why do I think Ben Bernake is dovish on...
Uh-Oh: The Economist Cover
Whew! that was a close one! The cover of this week’s Economist refers not to the US Equity markets, but instead to the Housing /...
Ritholtz Research & Analytics Goes Beta
Okay, the long awaited research site is now officially in Beta. Anyone who wants to look at the public side of the site, feel free to...
Cue The Fat Lady
How is it that very important issues are all but ignored by the markets for seemingly forever, and then all of a sudden they start to...
When does Risk Get Rewarded?
John Hussman of Hussman Funds writes: "Among the simplest truths is that market risk tends to be unusually rewarding when market...
Dear God, Please stop talking about 1994-95
Last night, the comparison came up with recent selloff action and 1987. But the more frequent relative comparison from the perma-Bullish...
Read It Here First: Owners’ Equivalent Rent and Inflation
Over the weekend, we discussed the various "shills and montebanks are coming out of the woodwork to proclaim — once...
They Do Ring a Bell
> There’s an old expression on Wall Street: "They don’t ring a bell at the top." Actually, they do; Its...
Amazing, isn’t it?
One of the more astonishing things about the market is how something that should matter doesn’t for the longest time . . . ...