Contrarian Take on the November 2010 Elections
Regular readers know I don’t particularly like squishy thinking or herd behavior. As such, it is no surprise that I am not a fan of...
Herbert Gintis: “Meltdown” Review
No Empirical Basis for the Authors’ Bizarre Claims Herbert Gintis specializes in Game Theory and Behavioral Sciences. He is the...
Chart of Day: $4 Trillion Hangover
Last week, we looked at London based hedge fund RAB Capital Chief Strategist Dhaval Joshi’s The $4 Trillion Dollar Question. It...
Martin Wolf on the Austerity Debate
Very interesting debate in the FT on the new Austrity arguments. Martin Wolf sets up the debate: Over this week some of the world’s...
Space-saving furniture
Living in a crowded city requires a few compromises. You’re close to anything you could want. But you have to deal with traffic and...
Home Builder sentiment continues to soften
The July NAHB homebuilder sentiment survey continued to soften, falling to 14 from 16 to the lowest since April ’09 and below...
A Quick Observation on U of M Sentiment
The last time the University of Michigan Sentiment reading was at its current level outside of recessionary periods (it printed Friday at...
More on the Fed’s Balance Sheet
David R. Kotok Chairman and Chief Investment Officer More on the Fed’s Balance Sheet July 18, 2010 > Last week we wrote about the...
Moody’s late again
As has been seen throughout the entire European country debt mess, beginning last Nov with Greece, Moody’s has been playing catch...