Dear Investor….
This will be the funniest thing you read today: >ACME Systematic Leveraged Macro Momentum Fund LP321 Overprice StreetGreenwich,...
Oil Update (Including a Chart of the Decade)
Back in July, I noted that we had exited many energy positions, and would like to see Oil pull back to $105-110 to re-enter them. This...
Fuzzy Numbers
Interesting discussion on some of my favorite pet peeves: CPI, Unemployment, NFP, etc. via Chris Martenson’s Crash Course.click for...
Bank Lending Practices Tighten as Loan Demand Falls
While the Federal Reserve continues to pump money into the system at an unprecedented rate, less and less of it is finding its way to...
Google Maps StreetView House on Fire
Here’s an odd photo a friend forwarded — its a Google map streetview of a home in Arkansas — on Fire. Go to Google...
MBIA DESERVES to Go Belly Up
"DESERVES to go belly up" seems to be our latest new series, but its not. Instead, this is the 2nd — and hopefully last...
Betting on Bear’s Bust
Today’s most talked about article is likely to be this breathless Bloomberg piece on the demise of Bear Stearns: "On March 11,...
Is the Market Still a Future Indicator?
At this point, you would have thought the Efficient Market Hypothesis would have died a quite death. But as is its wont on Wall Street,...
U.S. Poised for Weak End to Year
So much for the decoupling: Source:U.S. Poised for Weak End to YearConsumer Caution and Global Slowdown Confound ForecastsKELLY EVANSWSJ,...
Meet The Press: Treasury Secretary Henry Paulson
Treasury Secretary Henry Paulson gets grilled by Tom Brokaw — live from Beijing. Running time, 07:36 minutes Thank to VJ for...