Brexit
This is what happens when no one trusts information. Brexit was supposed to free the U.K. from European tyranny, keep the immigrants out,...
Overstock Saga Ends With a Whimper . . .
I never went looking for a fight with Overstock. It is not what I cover, and its weird collection of oddball employees, sycophants and...
Here Comes the #TrumpRecession
The #TrumpRecession Label Is Going to Stick Presidents usually get too much blame for economic slowdowns. This time is different....
Fall 2019 China Tariff Plan
Very interesting set of charts + analysis from Peterson Institute for International Economics on the current state of Tariffs and the...
How to fix the Credit Ratings Agencies
The Bond Raters Still Need to Be Fixed The reforms adopted after the financial crisis didn’t resolve the industry’s inherent...
BBRG: The #TrumpRecession Label Is Going to Stick
The #TrumpRecession Label Is Going to Stick Presidents usually get too much blame for economic slowdowns. This time is different....
Level of US Tariffs
There is a lot to think about just now economically: inverted yield curve, slowing Asia and Europe, disappointing wage gains. The chart...
BBRG: The Bond Raters Still Need to Be Fixed
The Bond Raters Still Need to Be Fixed The reforms adopted after the financial crisis didn’t resolve the industry’s inherent...
Death of Equities 40th Anniversary
40 years ago today, the most infamous edition of BusinessWeek was published. “Death of Equities” it declared, with a subhead...
Blame the Credit Rating Agencies
I was away last week when this monster piece came out in the WSJ. This issue has intrigued me since 2007, but for those of you not up to...