election

Colbert says "clearly, my fellow South Caroliniacs see me as the only viable "Mitt-ternative". Take a look.

European sovereigns return to the capital markets more substantially next week as 2012 issuance gets under way. Between bills and bonds, around 35-40 bln euros will be sold. Maturing issues and coupon payments will cover about…

Yesterday morning, I did the first weekly newsletter on my ten surprises for 2012. Here's a brief version of the list.

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…

News links for 21 December 2011 including notes on technology, the sovereign debt crisis, elections, and Europe

Financial news links on China, technology companies, the eurozone debt crisis and more

News links for 10 December 2011 on US politics, fracking, venture capital and technology

News links for 9 December 2011 including posts on the European sovereign debt crisis, politics and elections in the US and Russia, and the situation at MF Global

News links for 7 December 2011 featuring thoughts on a French downgrade, the austerity budget in Ireland, patents and China and other stories

The Global Macro Monitor posted several pieces earlier in the year about the Presidential Stock Cycle. The third year of a first term President is the strongest year in the cycle. The table illustrates that if the S&P500 doesn’t close…