The Big Picture

One of the themes we seem to be hitting a lot at TBP is compromised actors in the market/economic system. We had the Analysts in the...

Gee, a little market turmoil and suddenly everyone is a comedian . . .

Today’s WSJ had a run of Real Estate related articles that quite frankly, were rather surprising in their gentle naiveté. The...

Last week, we discussed how not to get suckered into bad probability analysis when confronted with market history proving this or that...

As previously mentioned, I am a panelist at the Money:Tech conference today and tomorrow in NYC. (Blogs, Analysts, and the Future of...

From Tuesday’s WSJ: "In an acknowledgment that the system it used to rate billions of dollars of mortgage-related securities...

Too funny, too apropos: Very Mad Money

The cartoon below reminded me of something. About 15 months ago, I penned a post called "Its Still the Economy, Stupid." Now,...

That looks like it’ll work just fine. > The silliest thing about all these reality deniers is that a recession — a normal,...

One of the themes we have been hearing of late is that stocks, 10% off of their all time highs, are fully reflecting a recession. That...