Daily

This is the third year I have featured the Danish Saxo Bank's outrageous predictions list. They are meant to be true outliers and not actual predictions, so don't expect them to hit 10 for 10 or even 7 for 10. The point of the list is to…

by Annaly Capital Management Today’s “must read” comes courtesy of Professor Jeremy Siegel of Wharton Business School and “Stocks For the Long Run” fame. His Wall Street Journal op-ed, titled “The Fed’s Policy Is Working,” can be read…

The following is an excerpt from David Rosenberg's recent Lunch with Dave daily research piece highlighting Ten Themes for 2011. These themes are quite a bit different than the ones we highlighted just days ago from former colleague Richard…

I was on BNN this past Friday talking to Howard Green about China, banks and GE. My comments were pretty near-term bullish on the whole regarding Chinese growth, bank dividends, and bank reforms. The longer-term is another issue. Here's…

This one from the Former Merrill Lynch Chief Investment Strategist Bernstein seems to be making the rounds. Hat tip Barry Ritholtz. Here's where I first noted that Richard Bernstein had turned bullish: Bernstein added that one wants to…

Mr. Obama's Most Recent "2%" Sellout is his Worst Yet Michael Hudson on how President Obama's economic policy has not benefitted ordinary Americans. On The Alleged Irish Bank Deposit Flight My view on why the incipient Irish…

Since I failed to put out a weekly update last week, this week's weekly will contain the most popular posts over the last two weeks. Jeremy Grantham has ‘already started to sell’ Great 30-minute CNBC interview with Jeremy Grantham in…

Real Estate Investors or Speculators?: Casey Research's thoughts on risk management amongst real estate investors makes one wonder how much real estate activity is purely speculative. The Problem With QE2: Comstock Partners explains…

We had a lot of good posts at Credit Writedowns this past week. Below is a list of the most-read. Enjoy. Chile: "We are very much concerned about what's happening with our currency": Comments by Chile's central bank…

Blogs in the econoblogosphere are heavy on economic policy advocacy. Ever since the heyday of the US and European housing bubble, the majority of bloggers in the space who are unaffiliated with media sources have been recommending policy…