The Bond Herd, 6% and Gold December 16, 2010 David R. Kotok Chairman and Chief Investment Officer > Europe is very cold, too. We’re...
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Let’s put aside the obvious issue with this cover — why Wikileaks founder Julian Assange was the better choice, and that Time...
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Here is a blast from October 2008 past: This chart as to who were the underwriters of the subprime loans. Federal Reserve Board data...
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Songs From ‘The Promise’ (Live) Bruce Springsteen & The E Street Band Mad props to David Wilson
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Bianco on Mutual Fund Flows: • The Wall Street Journal – Investors Pull Cash Out of Bond Funds Mutual-fund investors continued to...
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These two charts paint a devastating picture of the US housing market. Its not just that the market value of US residential real estate...
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All last year, I kept getting emails from people asking me: “Why do you keep hammering on these issues? Why do you beat up on...
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Before I quickly comment on Housing Starts, Bankrate.com last night said the average 30 yr mortgage rate jumped 19 bps to 5.19%, the...
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The cost of funding for Spain continues to rise as they sold 10 yr and 15 yr paper. The 10 yr was priced to yield 5.45%, 83 bps above the...
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I never wanted to write Bailout Nation. That only came about after Bear Stearns collapsed. McGraw Hill approached Bill Fleckenstein to do...
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