equities

by Comstock Partners For some time it has been our view that the recent recession, unlike all other post-war recessions, was caused by a credit crisis, and that it would therefore be followed by a series of weak recoveries and frequent…

From Gerard Minack of Morgan Stanley (hat tip Scott): The past two years have demonstrated the high cost of these policy errors. More to the point, the private sector now seems leery of debt and aiming to increase saving. This matters a…

By Comstock Partners The Fed tried to thread a needle and ended up satisfying nobody. They confirmed to all the doubters that the economy was indeed weak and that they really couldn't do much about it without resorting to completely…

By Jeff Clark, Senior Editor, Casey’s Gold & Resource Report The talk of a possible double dip is now common banter on TV investment programs. And indeed, deflationary forces seem to have the stronger grip right now than inflationary…

The market is engaged in a discussion over what the Federal Reserve will do next. St. Louis Fed president James Bullard published a provocative paper about ratcheting up quantitative easing to avoid the Japanese dilemma. Conversely, Philly…

By Annaly Capital Management. On Tuesday July 27th, the Census Bureau released homeownership rate data for the second quarter of 2010, which showed a continued decline to 66.9% from a peak of 69.4% in 2004. This rate hasn’t been below 67%…

In a note to investors today, a well-regarded strategist on the equity sales desk at a major sell side firm put up the following two Bloomberg charts next to each other. The two charts reflect different time frames but are from related…

From the BBH Currency Strategy Team Highlights US dollar is mostly softer so far today vs. the majors, as sentiment remains overall good after the stress test results were released (see below).  Price action since the results came…

Barry Ritholtz offers this graph (courtesy of The Chart Store). Barry offers no further comment with the graph, but I started to wonder if the "bubble" in capitalization could be explained by the increase in business done…

Courtesy of FinViz.com, these heat maps give you an idea of the breadth of the stock market rally. Look at the year's heat map to see what a broader recovery in shares looks like over a longer time frame. My takeaway is that the rally in…