Sector Rotation and the Stock Market Cycle
Here is another one of our favorite charts, courtesy of Jim Stack and Investech Research. It shows how leadership shifts over three...
William Ackman: The Long & Short on Investing
William Ackman, Pershing Square Capital Mgmt, and Michael Porter, Harvard Business School professor on strategy, management and fair...
MERS Knew of Their Own Foreclosure Defects in 2006
Evidence shows that as far back as 2006, Mortgage Electronic Registration System (“MERS”) knew the legality regarding foreclosures...
Other central banks try to fight the Fed
It’s interesting to watch the Fed try to blow up the inflation bubble at the same time other countries around the world are trying...
Goods vs Services: A Tale of Two Inflations
Today’s must read MSM piece is the WSJ discussion of Inflation: “The pace of consumer price increases in the U.S. is...
Yes, Mr. Bernanke, TIPS Break-evens Say Inflation Expectations...
We Recently Received The Following Question In Regards To Our Comments On Inflation Break-evens I am really confused by your assertions...
How is the HAMP Loan Modification Program Doing?
> Short answer: Not very well. According to numbers crunched by ProPublica, more than half of the 1,426,833 mortgage mods —...
Brandeis’ Mann Interview on Fed Minutes, Jobs, Inflation
Catherine Mann, a formal Federal Reserve economist who’s now a professor at Brandeis University, talks about Federal Reserve policy...