Daily

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.

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.

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…

This daily commentary is a bronze level post. Today's comment is on financial repression and an FT article by Tony Jackson.

This daily commentary is a bronze-level post. Today's comment is on the Irish desire to get their tracker mortgage obligations written down.

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…

This daily commentary is a bronze-level post for members only. Everyone is talking about Goldman. Here are my thoughts.

This daily commentary is a bronze-level post. Barclays Capital has a US Macro Data Surprise Index and it was at all time highs in February. It has since dipped.

This daily commentary is a bronze-level post. A lot of the data coming through in recent weeks shows the US recovery will continue for a bit. I caught two or three data points in the links today about this so I wanted to flag it for the…

Faber, Buffett and Grantham were bullish as stocks reached their financial crisis nadir