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Monthly Archives
January 2012
Byron Wien’s Ten Surprises for 2012
As always, I present you Byron Wien’s Ten Surprises for 2011. He is bullish yet again - on both the US and emerging markets.
Dollar Comes Back Bid
The US dollar has come back bid today after yesterday's rather shallow correction. Euro sellers re-emerged as the single currency approached its 20-day moving average for the first time in a couple of weeks. Although the PMIs are a bit…
A Tale of Two Markets
The Shanghai has turned down this evening after opening up and looks to continue the downtrend. That is one ugly chart. Meanwhile, the S&P500 looks like it really wants to resolve its wedge formation to the upside. After a year of head…
Krugman, Tabarrok, Cowen and the bond vigilante fallacy
I don't expect any response from Paul Krugman, Alex Tabarrok or Tyler Cowen on this but they know who I am and read my articles from time to time. I am going to add my voice to a debate they have been having in the blogosphere on debt,…
Chart of the Day: S&P500 2011 Heat Map
A visual representation of how stocks in the S&P 500 fared in 2011 with Green for gains and red for losses
Chart of the Day: S&P500 2011 Heat Map
A visual representation of how stocks in the S&P 500 fared in 2011 with Green for gains and red for losses
News Links: Iceland fared better by letting its banks fail
Financial news links for 3 January 2012. I posted this first link on twitter yesterday afternoon and it got a ton of retweets. I have seen a lot of people link out to it. Bottom line: the concept that bankruptcy is part and parcel of…
Cohan on Corporate Psychopaths and the Financial Crisis
William Cohan told Bloomberg Television's Erik Schatzker and Stephanie Ruhle that he believes 'psychopaths" at the helm of major financial institutions were responsible for the credit crisis.