WHAT WILL TURN ME MORE BULLISH ON THE U.S.A.
David Rosenberg discusses what would get him to abandon a negative view on equities ~~~~ WHAT WILL TURN ME MORE BULLISH ON THE U.S.A. —...
Paging Gordo, Part I
“The most valuable commodity I know of is information, wouldn’t you agree?” — Gordon Gekko, to Bud Fox, in Wall...
MER: Pondering How Things Might Have Been Different
Invictus here. I’m halfway through Greg Farrell’s Crash of the Titans: Greed, Hubris, the Fall of Merrill Lynch, and the...
An Open Letter to Bernanke of Dubious Authorship
The Wall St. Journal, and perhaps other outlets, published an open letter to Ben Bernanke pleading for the immediate discontinuation of...
Sarah Palin: Fed Historian, Part II
Invictus here. I’m simply unable to resist the temptation to weigh in on the Sarah Palin v. Ben Bernanke QE2 inflation controversy....
Voting: In Your Self-Interest, Or Against It?
Invictus here, gang, with a little pre-election number crunching. I posted recently on the explosive growth in the use of food stamps,...
Transparent Government: NY
SeeThroughNY is a site run by right wing think tank Manhattan institute. It scrapes publicly available data to show the salaries and...
Rorschach Chart
Invictus here. Okay, so here’s today’s thought experiment. Instead of putting up some charts or tables and providing...
Things I Learned Last Week
(Invictus here, kids. Don’t go bashing BR.) I learned two interesting things last week: Erick Erickson told me the following...
New Homes Sales: Mostly Noise, Little Signal
Last month, when new home sales fell 33%, I warned investors that “This data series is notoriously noisy, and you are must better...