investing

This is a question I have been struggling with since the sovereign debt crisis began.  So let me run a little of it by you.  This may be half-baked but I would love some comments. In a perfect world, we would have full employment…

The following is the weekly commentary from Comstock Partners, which makes the point that housing has not turned the corner decisively and this is at odds with even the recent S&P bottom of 1040. While the market has been focused on…

I was recently contacted by Adam Kritzer who is a lead editor on Forexblog which is arguably the best one stop resource for people interested in FX (trading) and the importance of foreign exchange in general. He asked me whether I would…

Frederick Sheehan is the author of Panderer to Power: The Untold Story of How Alan Greenspan Enriched Wall Street and Left a Legacy of Recession (McGraw-Hill, 2009). Two significant changes are pushing markets towards a shakeout. First,…

The June Monthly Commentary By Annaly Capital Management. The Economy: The financial crisis is not over The Residential Mortgage Market: The tale of "fails" in the mortgage market The Commercial Mortgage Market:…

I know the S&P is now through both the 50-day and 200-day moving average but it did break out to the upside last time it broke down below the 50-day.    The 200-day breakdown is a bit more serious though, of course. You…

This fairly well sums up my view: hen our policy makers insist on defending reckless lenders with public resources, we have to recognize that this is not free money. When the government issues a paper liability for real value, that real…

By David Galland, Managing Director, Casey Research Digging through the entrails of the fundamentals associated with the global economy and markets, it increasingly strikes me that there is really only one investment I’d now consider a…

Courtesy of FinViz.com, these heat maps give you an idea of stock and asset allocation performance yesterday.   Here are the same heat maps for the year-to-date:  

By Chris Wood of Casey Research “We want to kick off 2010 with a truly revolutionary and magical product.” That was Steve Jobs, preaching to a packed house at the Yerba Buena Center for the Arts in San Francisco back on January 27, as…