investing

Tilson is saying what I have been saying, namely that March saw an increased number of attractive buys, but most of these are now fully priced. As a result, he is selling equities - even building up his net short positions. Unlike bear…

I am feeling fairly ill so posting will be light today. Hopefully, I will back in shape tomorrow. VIDEO: Former Brit Ambassador Craig Murray Says UK and USA Sent Prisoners to Uzbekistan for Torture Part 1 Patrick J. Buchanan…

The long-coming commercial real estate bust has arrived in the U.S. and elsewhere, a result of sky-high prices met by a severe downturn.  Prices could only work in a best-case economic scenario and large busts are now coming (see my…

Why aren’t more municipal bonds being downgraded by the ratings agencies Fitch, Moody’s and S&P?  If you look at sovereign debt in revenue-constrained countries like Greece, Portugal or Ireland, the ratings agencies are issuing…

I will be on Canada’s BNN TV at noonish talking about finance: Banks and Buffett. It will be a casual discussion with the moderators Howard Green and Andrea Mandel-Campbell and one other guest, Brian Milner of the Globe & Mail. Below…

Christopher Wood, the well-noted market strategist at CLSA and writer of the classic Japan crash warning book “The Bubble Economy,” is now warning of a market correction in the West.  According to CNBC India, Wood believes that the…

Here’s another bullet point in our ongoing tally of reflation indicators. It’s the return of risk in the form of start-up hedge funds (John Meriwether included). From the FT: Hedge fund launches are growing in size and number after…

This is a guest post from our newest contributor, Charles D. Bull. Greetings Writedowners, Ed has gone to bed already. This is Charles D. Bull speaking. You know, my wife told me yesterday that the local shopping area already has the…

Bill Gross has a must-read piece out for his monthly Investment Outlook called “Midnight Candles.” He begins the piece with allusions to his advancing years (Gross is now 65) and the mortality he feels because of it – pretty sobering stuff.…

Jeremy Grantham is out with his much anticipated Quarterly Letter and it’s a good one. “Just Deserts and Markets Being Silly Again” is a cutting, snarling, and sarcastic rejection of the prevailing V-shaped recovery bull market view.  But…