bubble

The latest deals bring to mind the days of mega mergers and technology stocks of days gone by.

Spain’s economic problems are very grave. The country is facing a decade long depression, and if enough young qualified people leave during this period then the country could enter a negative dynamic from which it will never properly…

Below is the link to my latest appearance on BNN with Howard Green and Ryan Avent. Quick thoughts here

Sweden may have a bubble in its housing market. But now that housing prices have begun to fall, it is too late to deploy countermeasures.

There has been a lot of discussion about whether China's growth will slow enough to be considered a hard landing and what that would mean for the global economy and investors. Below is an account from Bloomberg featuring Goldman Sachs Chief…

At the end of last year, Italian 10-year yields were more than 200 bp on top of Spain. The spread has narrowed in recent days, but is still well beyond the euro era average of about 10 bp and the late 2008 extreme near 65 bp. There is more…

Welcome to Credit Writedowns Pro. This is the first post in a series here. Let me start this Byron Wien-style and make a predictions list. Wien defines his surprises as events to which investors assign 1-in-3 odds of happening but which he…

Investment advisor John Mauldin explains his attitude towards austerity measures; a return of the gold standard; the euro crisis; and the willingness to bailout everyone that makes capitalism and monetary systems stop working.

Gold is poised to complete its 11th consecutive annual gain, the longest winning streak in at least nine decades, on the brink of a bear market. George Soros, the billionaire who two years ago called it the “ultimate asset bubble,” cut 99…

Now the bubble is visibly bursting. How much damage will it do to the Chinese economy — and the world? That is our homework assignment over the holiday. Getting it right will determine 2012′s investment and trading returns, in our opinion.…