The Big Picture

We had discussions last month with passive global investors including individuals, high net-worth families, institutions, and fund...

We will soon run out of things to do Hitler parodies with: fyi: BPO= Broker Price Opinion AMC= Asset Management Co Hat tip Dave

We said several weeks back that it was hard to see the market top when bullish sentiment surveys were so neutral. Additionally we cited...

“It’s not a red light, but it’s a flashing yellow light that the strongest part of the rally is probably over. There’s not as...

Andy Xie is a former Morgan Stanley analyst now living in China ~~~ The biggest policy debate this year has thus far been when and how...

France’s Sarkozy left “no doubt” in comments over the weekend that the EU stands behind Greece in its attempt to restructure...

As noted earlier this month (Geithner, Summers Lead FOMC Vacancy), there are 3 vacancies on the Federal Reserve — two Governors and...

Some very interesting reading this weekend: • Why capitalism fails (Boston Globe) • Housing Help may bring another bubble (Las...