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ROUBINI: Advanced Economies Face A U-Shaped Recovery
DAVOS, Switzerland (AP) — Economist Nouriel Roubini, nicknamed "Dr. Doom" for his gloomy predictions in the run-up to the financial meltdown four years ago, says the fallout from that crisis could...
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Adding Your Two Cents May Cost A Lot Over The Long Term
Wow. I recently finished examining the first two years of returns for our Formula Investing U.S. separately managed accounts. The results are stunning. But probably not for the reasons you're...
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Now Greece Is Just One Step Closer To Leaving The Euro
Greece has angrily rejected a German proposal that would co-opt control of the struggling country's budget in exchange for the next round of bailout funds to keep it afloat, according to the BBC. In...
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Why The Reagan Recovery Was Much More Impressive Than Obama's
My pal Joe Weisenthal over at Business Insider just wrote a piece – in response to a post I wrote earlier today — with the delightfully provocative and contrarian headline, “Why The Obama Recovery Has...
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This Simple Chart Shows Why Sarkozy Is Doomed
There's an election coming up in France, and given President Sarkozy's leading role in helping save the Eurozone, it matters to the entire world. The opposition candidate François Hollande is leading...
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The Weekly Bull/Bear Debate: January 23-27, 2012
Bull + The ECB’s Long-Term Refinancing Operation (LTRO) has clearly quelled fears of an imminent liquidity crisis; Spanish and Italian 10-yr yields have plunged. The operation will provide time for...
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The Weekly Economic Indicators: Still All Looking Good
First, as to the monthly reports, home sales continued poor, but consumer confidence jumped back further, completely regaining its pre-debt debacle levels. In the rear view mirror department, 4Q 2011...
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ROBERT SHILLER: A Housing Bottom? What Are They Thinking?
I spoke with Yale professor Robert Shiller in Davos earlier this week. Shiller has correctly identified (in advance) two major price bubbles in recent decades—the stock market bubble of the late 1990s...
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SOLVED: The Real Connection Between Stocks And Treasuries
We've been talking a lot about this chart this year. It shows the 1-year performance of the S&P 500 (green line) and the 10-year Treasury yield (orange line). It seems like a contradiction. If...
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The Worst Political Failure Of The Obama Administration
On Meet The Press this morning, host David Gregory began a segment with Obama political guy David Axelrod, challenging him on the seemingly "small bore" nature of the State Of The Union proposals,...
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One Last MASSIVE Difference Between Now And The 1980s
If you're just tuning in, this weekend we've been debating whether or not Obama should be judged against Reagan in terms of the strength of their respective economic recoveries. To recap: James...
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The Simple Reason You Should Bet On QE3
Economist James Hamilton at Econbrowser has the most succinct analysis of this week's Fed announcement: So the FOMC is saying that it would like inflation to be about 2% annually, but is expecting it...
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The French Are About To Become More German
French President Nicolas Sarkozy faces an uphill battle in his re-election fight this Spring. We discussed some of the long odds against him here. So to jumpstart his re-election, Sarkozy has...
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A Stunning Fact About The Current Streak Of Stronger Than Expected Economic Data
This is a 5-year look at the Citigroup Economic Surprise Index, via Bloomberg. We've written a lot about this index, because it's designed to capture what may be the most important dynamic fore...
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Obama Is Clearly Bluffing On The Big Mortage Refinance Plan
In his State of the Union speech, the President said: Millions of innocent Americans have seen their home values decline. And while government can’t fix the problem on its own, responsible homeowners...
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The TRUTH About The Massive Plunge In The Baltic Dry Index
Lately we've been getting a lot of concerned emails about this chart. That chart is a 1-year look at the Baltic Dry Index, which measures the spot cost of shipping good by ship around the world. As...
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Here Are The Key Market Moving Events For Monday, January 30, 2012 (WEN, GCI,...
Monday opens up a busy few days, although few corporates will release at the start of the trading week. However, that rapidly changes as the days progress and nearly 20% of S&P 500 listed...
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The Hot New Worry In The Eurozone...
Greece is still furiously working out a haircut deal with its creditors, but the hot new worry in Europe is unquestionably Portugal, land of the surging bond yields. In a note that identifies: "TOP...
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The Weekend Is Over And Markets Are Sliding
Well actually the weekend has been over for awhile now, but yes, the tone is negative to start the week. Many markets are down over 0.5%, including US futures, and Japan's Nikkei, which is shown here....
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China Has Begun Buying Up Germany's Family-Owned Industrial Backbone
German concrete pump-maker Putzmeister looks set to be bought by Chinese firm Sany for 360 million euros ($473 million), Reuters reports. You may have heard of Sany, run by China's richest man, Liang...
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