investing

Dr. Doom: Where we're going we don't need roads - Dealbreaker Marc Faber's July Newsletter. On Robert S. McNamara - James Fallows Very good obit on McNamara. Regulation And Oversight Of Gun Sales Reduces…

This morning, stock markets are down in Asia and Europe.  And Futures show a likely decline in the U.S. What’s happening?  I think we are seeing the March rally hitting the wall as the technical recovery everyone is…

I love this guy. If you are looking for a guy who is super bearish on the U.S., then David Tice is your man.  He sees unemployment at 15%, stocks well down from present levels and a serious Depression with a Capital-D in the…

As If you didn’t know this already, the wall of money being funnelled through Chinese banks is creating a massive speculative bubble in shares.  The Telegraph reports: Under orders from the government, China's banks have flooded…

During Alan Greenspan’s tenure at the helm of the Federal Reserve, he was often accused of using monetary policy to target asset markets so as to keep the party going.  In short, Alan Greenspan was seen by many, including myself, as the…

Last month I said that June was significant for two reasons.  First, we are going to get our first test of data that could disappoint, which would spell trouble for an overbought market. But, just as important, we need to watch the…

Yesterday, I argued that the United States faced a policy dilemma in avoiding debt deflationary forces while maintaining fiscal prudence. The reality is that President Obama faces political constraints in Washington right now regarding…

Submitted by Edward Harrison of the site Credit Writedowns. During the last generation, the economics profession has veered toward a ‘science’ model of economics and finance. The intellectual underpinnings for this development began with…

This is an interview in five parts via Morningstar on May 28th with the one-time reputed perma-bear Jeremy Grantham who has been sounding much more bullish of late (in a bear-market rally kind of way). Definitely worth a look. The five…

Yesterday, I wrote “Some think this is a secular bull – a view I am not discussing in this post.  Others see this as a cyclical bull-market a.k.a bear market rally  I would put Jeremy Grantham in this category.  I would also…