Daily Commentary: On The Global Growth Slowdown
This daily commentary is a bronze level post. Today, my comments go to warning signs in the economic data about the global economy slowing down. Lots of links on this topic as well.
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Daily Commentary: Net Capital Rules and the Credit Crisis
This daily commentary is a bronze-level post for Pro subscribers. Two articles worth reading on the 2004 change in net capital rules for investment banks are highlighted in today's links.
Interest rates at lows as long Kondratiev wave cycle comes to an end
Kondratieff waves are these supercycles that a lot of people have been talking about in the context of the great leveraging that led to crisis in developed economies. We appear to be at the end of one of these waves in bond markets…
More on my prediction of margin compression in the US and how Apple fits in
This weekly newsletter is a gold-level post and follows up on my prediction early last month about 2012 being a period of margin compression in US companies, threatening the rally in stocks and mandating a rotation in investment style or…
Daily Commentary: Highest US March Gas Prices on Record
This daily commentary is a bronze level members-only post. I wonder how the oil issue is going to play out in this particular election since everyone seems to be talking about how high the price of gasoline/petrol is. In the US, we are…
More on financial repression
This is a silver level post which continues some thoughts from the daily commentary on the effect of low nominal and real rates. Martin Wolf's latest commentary at the FT features prominently.
Daily Commentary: On Financial Repression
This daily commentary is a bronze level post. Today's comment is on financial repression and an FT article by Tony Jackson.
Daily commentary: Will Ireland get a bank debt writedown?
This daily commentary is a bronze-level post. Today's comment is on the Irish desire to get their tracker mortgage obligations written down.
Chris Whalen has serious questions about the Fed’s stress tests
I love Chris Whalen's bank industry analysis. I featured his CNBC commentary yesterday. Today is his commentary from last night's Capital Account.
I am not bullish but I am not bearish either
Happy Friday. Here's a quick gold-level note note on what I think is going on in the markets and the economy right now that I am making freely available. Turning to the paradigm I set out in 2009, the following points frame the secular…