Roach: The New Stagflation
Stephan Roach is chairman of Morgan Stanley Asia, and pens this missive for the FT, in which he contextualizes why the Fed’s...
Word of the Day: Freeconomics
Today’s word of the day, via Wordspy: Earliest Citation: I begin my economics of abundance speech with Carver Mead’s...
Updating Lehman Sell Call
2 weeks ago, we reiterated a previous Sell on Lehman Brothers (LEH). That worked out pretty well. Even with the Dow up 160 points today...
Squawk on the Street Appearance (6/12/08)
Here’s today’s earlier CNBC appearance on Market Pulse Check: click for video I like David Katz of Matrix Asset Advisors...
Media Appearance: CNBC’s Squawk on the Street (6/12/08)
> LET’S TRY THIS AGAIN: This morning, I am on CNBC’s Squawk on the Street, at 9:35 am. Future markets are up...
Unemployment Reporting: A Modest Proposal (U3 + U6)
Earlier this week, I received an email from the Real Estate editor of an (unnamed) publication. They wrote: “Just wanted to point...
Future of Financials
As investment banks look to raise new capital and calm the turbulent waves they’ve been riding, the recovery is far from soon, says...
Fast Eddie Lampert Bets on Housing, Mortgages
Ed Lampert, CEO of Sears Holdings (SHLD) has been called the next Warren Buffett: "Billionaire hedge-fund manager Edward S. Lampert...
Martin Feldstein: U.S. Slipping Into Recession
Martin Feldstein, chief of National Bureau of Economic Research, stated that the U.S. economy likely peaked in December or January, and...
Visualizing Data
My friend Paul has a chart from BP’s data, Visualizing Global Oil Markets: 1965-2007 (not my favorite chart porn in the...