investing

This an excerpt from yesterday's daily commentary from David Rosenberg. Two things happened on Friday: First, a very successful hedge fund manager was on CNBC and (between songs, apparently) told viewers that the equity market now…

The latest interview with Max Keiser this past Friday talking a bit about credit writedowns, real estate and trying to avoid another leg down. The video conversation is in three parts. Enjoy.

In France, this video of the former French Justice Minister and current European parliamentarian Rachida Dati is making the rounds. If you speak French, you'll know why when you hear Dati's word choice 14 seconds into the video. She…

This interview with Bloomberg is from last Friday (hat tip Scot). Bianco says that despite more benign trailing and coincident indicators, the decline in leading indicators supports his market-bearish view. The interview runs about 10…

by Annaly Capital Management The chatter is deafening. The results of the primary elections this week, with the strong anti-incumbent fervor and the surprising showing by the Tea Party, has Beltway pundits all aflutter about the possible…

George Soros has finally come out and said what he meant by his comments about gold being the "ultimate bubble." The National Post reports the following exchange from a Reuters interview. “Gold is the only actual bull market…

This chart comes via David Rosenberg at Gluskin Sheff. Rosenberg tops it off with this commentary: While we are “underweight” equities as an asset class, we aren’t exactly zero-weight. There are always things to buy and S.I.R.P. does…

by David Galland, Managing Director, Casey Research In the emails that our readers at Casey Research send our way, questions and concerns about the possibility of gold confiscation rank high. My somewhat standard response is that, yes,…

by John Lounsbury David Rosenberg, chief economist at Toronto's Gluskin Sheff, is continually publishing interesting graphs. Below one from today's newsletter which shows the relationship between 12-month forward earnings estimates for the…

by Annaly Capital Management A quick follow up to our recent post on the Great Bond Bubble Debate , which was kicked off by an op-ed piece in the Wall Street Journal by Jeremy Siegel and Jeremy Schwartz. The seductiveness of the Jeremys’…