market wizards

Transcript of the interview with CNBC India here. He's bearish on oil short-term. He's bearish on financials and sees bankruptcies in the offng soon. This is a view I share. Bearish on India as well. I'll be looking to update via the…

I was reading Barron's 2008 Midyear 2008 Roundtable just yesterday when a comment by Marc Faber struck me. He said that Obama is "not going to be good for the market." He expects Barack Obama to win in November and for the investment…

This comes from Bloomberg News via one of their top finance commentators, Caroline Baum.Why Real Estate Market Is Nowhere Near a Bottom: Caroline BaumCommentary by Caroline Baum…

Jeremy Grantham, a hedge fund manager based in the Boston area, is one of the more respected money managers who has had a cautious view on equities during this past economic cycle. The Canadian daily Globe & Mail has a good interview…

No! The Fed is not crazy. Market participants are forgetting that the U.S. economy is still not out of the woods. Moreover, many financial institutions are drowning in writedowns. None of this should be expected to change anytime soon.…

Caroline Baum has a great column at Bloomberg News today about U.S. Dollar policy. The basic thrust of the column was about asking Ben Bernanke to put his money where his mouth is. The Fed can talk all it wants -- about the Dollar and…

Caroline Baum, one of the best financial reporters out there, has a new column today about the Fed. I recommend it highly. The article is about a new book by Robert Auerbach, Professor at the University of Texas, Austin called "Deception…

Are we headed for a crash in commodities like the one in 1987 in equities? I doubt it. But, I am concerned that the commodities bubble is getting well out of hand. Certainly, the rationale for commodities as an inflation hedge and in a…

Has Oil Production Reached a 'De Facto' Peak? Read It Here First: States' Impact on Economy States and Cities Impact On GDP Taleb's Harsh Assessment of Bankers, Economists, and the Fed Housing Woes Hit Affluent Middle-Class…

Warren Buffett is in Germany looking for large acquisitions of German companies. He's been forced to go global as his size and the US's competitive position has limited his options in the US. I caught a German-language article from Der…