Credit Suisse says the economy has moved into a contraction cycle.  And that means portfolio require adjustment.  They use a cycle clock indicator to determine their equity allocation based on …

As previously discussed, no double dip, but instead continued sequential quarter to quarter gdp growth with q4 possible better than q3 as well, helped by lower gasoline prices.

The Credit Suisse investment committee has concluded that a recession is now priced in and that further downside should be bought. They believe volatility is likely to continue, but …

In his most recent research note, David Rosenberg says we have likely seen short-term capitulation within a secular bear market.  But make no mistake – this doesn’t mean we are …

With federal deficits too low most everywhere, it’s like a general crop failure, with the question being which crops will go up the most vs each other. Not easy to say, but the euro has to be a bit of a favorite given the sincerity and intensity of their commitment to austerity/deficit reduction? And their new good buddies, the Swiss, now helping out by buying euro as others buy their currency with their new cap in place.

I keep repeating that the debate over a double dip is meaningless.  Why?  Because we’ve been in one long balance sheet recession this entire time.  So, a good way to …

FinAlternatives is reporting that Ray Dalio’s massive hedge fund, Pure Alpha II, is up 25%+ this year.  For those who aren’t familiar, that’s the world’s largest hedge fund at $122B steering …

Sorry to double up on you with videos here, but I think this one is important given the ECRI’s impressive track record over the years. Lakshman Achuthan, head of …

JP Morgan recently published their 5 macro risks and 4 possible ways to reward from the current environment:

I’ve been incredibly vocal over the last year about QE2 and its likely impact on the US economy and US government bond market.  Time and time again I have said …