Interesting look here into the Bear Stearns boiler room. NEW YORK (Fortune) — Years from now, when academics search for causes of the stock market crash of 2008, they will [ … ]
Tag: oil
BANKS & OIL UP, MARKET DOWN?
Interesting divergence today as banks and oil trade higher and the overall market trades down. Banks and oil have been the tell since the beginning of this bear market. I [ … ]
OUTLOOK UPDATE
At this point I am still firmly in the bear camp – a position I have been in for over 2 full years. But I am beginning to see some [ … ]
THE HEIDI KLUM PORTFOLIO
An off topic look at the Heidi Klum portfolio: Cullen RocheMr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm [ … ]
MAULDIN ON 2009
As I have said here before, Mauldin is one of the best. If you don’t read his stuff you should. You’ll find an excerpt below and the link to the [ … ]
2009 INVESTMENT PREDICTIONS
2008 Investment Predictions The following are my investment predictions from 2008 (posted December 28th 2007). The 2009 predictions are found at the bottom of the page. 1. We are entering [ … ]
THE INFLATION INFLECTION POINT?
The recent moves in the currency and commodity markets are indicating that we could potentially be at an inflection point in terms of the deflation/inflation debate. Gold and oil have [ … ]
IS THIS A “BAILOUT”?
We have a major capital problem at the U.S. banking level. What Ben Bernanke and Hank Paulson are essentially proposing is an asset swap. The Fed will take on the [ … ]