Richard Bernstein

Richard Bernstein asks a very good question in a wide-ranging interview with Bloomberg.  Now that the so-called green shoots are dominating the news coverage and the S&P 500 is up a massive 34% from its March lows, one might think we…

Jeremy Grantham is out with his quarterly update. And he has a number of investment themes worth mentioning.  First, I should mention that his global outlook is fairly downbeat: We are experiencing the most severe synchronized global…

Nearing 100- Katrina Vanden Hevel, The Nation This is a fairly even-handed look back at Barack Obama's first months as President and his prospects going forward Financial Innovation for Beginners - James Kwak How the CDS…

Here are the main links. A ton more can be found in the news feed (also available via RSS). Enjoy. Dear A.I.G., I Quit - Paul Kedrosky The devalued Prime Minister of a devalued Government - Alice Cook This video is good. U.S.…

I do believe the U.S. policy response to this financial crisis is very much like the Japanese response to their crisis in the 1990s. I have a post up at "naked capitalism" making this point. I would add, however, that America is in a…

Merrill's Economic Research team has been top notch for years under the leadership of Richard Bernstein and David Rosenberg. Unfortunately for Bank of Aerica, these two gentlemen are jumping ship now that Merrills has been taen over by…

David Rosenberg has been one of the voices of reason warning of excesses during the recent boom and predicting the unraveling to which we are now witness.  I have quoted him liberally here.  There is a very good piece on Rosenberg in the…