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Analyze this: The Fed is not printing enough money!
Before you trash me in the comments, hear me out. It started off with Ray […]
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The “beautiful” deleveraging
Some of my clients like to challenge my (admittedly gloomy) views, forcing me to think […]
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Who wants to own Investment Banks?
I went through the latest available 10-Q filings of major US investment banks. I was […]
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Rational decisions in closed systems
In closed systems, rational decisions lead to irrational outcomes. Take a crowded stadium. A fight […]
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Improving LIMTI
The efficacy of both technical and fundamental analysis is disputed by efficient-market hypothesis (which states that stock […]
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What a week
Looking at asset class performance during the week August 1-5, 2011: Horrible week for the […]
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Road Map to Ruin
Budget deficits in “good” times, build-up of government debt Few countries’ (GER, NED) exports […]
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Greece: Two Bail-outs and a Funeral
Here we go again. Another bail-out. [Sigh.] I’ll try to make this as entertaining and […]
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Gold and stocks love inflation, right?
In theory, stock prices react positively to inflation. You can explain that with the balance […]
Category: Stock Market
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