Jeremy Grantham: Summer Essays
Jeremy Grantham’s latest missive is out, and as always, its well worth a read: The 2Q Letter is a collection of six essays on...
Stimulus Battle: How to Fix the Economy
Keith McCullough believes the government should dramatically cut back on spending. But Barry Ritholtz warns that we could face another...
Austerity vs Stimulus
I had a long discussion with Keith McCullough of Hedge Eye and Eric Schurenberg of CBS about the topic of when to put austerity into...
King Leonidas vs. Chuck Norris
This is the epic battle between two mightiest warriors in history. King Leonidas, the brave King of Sparta who defied a ‘God’...
Housing Starts below consensus
June Housing Starts at 549k annualized were below the consensus estimate of 577k and vs 578k in May but shouldn’t be surprising...
Global Housing Boom
I have been adding some additional charts to my powerpoint for this afternoon.I am choosing amongst the areas I want to discuss, when an...
Welsh Investment: WHEN THE CURE IS WORSE THAN THE DISEASE
~~~ > WHEN THE CURE IS WORSE THAN THE DISEASE As discussed in “Paradox of Thrift-Sovereign Style” in the May 2010 letter, every...
Agora Symposium 2010, Vancouver, Canada
I am in Vancouver this week for the Agora Financial Investment Symposium 2010. Lots of Gold bugs and dollar bears. It was interesting...
Can’t hide a revenue miss
While EPS from corporate America continues to surprise to the upside (the beat the number game lives on), high profile revenue misses...