Blogs

Where are we relative to the average of previous financial crises around the world and will the US benefit from China's "inevitable collapse"?

The chairman speaks some truth...

There really is no corner of the financial markets that was not well represented by market makers, analysts, technology providers, and investors-- thousands of them. A big splash in hard assets.

Watch this one.

I think we are all suffering from a bad case of economic hypochondria...

Not to worry. Everything is fine.

Who knew we financial types were so unpopular on Main Street?

I clarify my critique of Austrian/Libertarian theory and explain how monetary austerity is not necessarily the "right thing to do" going forward.

Bubble Ben's policies have been vigorously criticized, but in the end, he'll do whatever it takes to defuse the neutron bomb of balance sheets...

While the fierce 3PAR bidding war is becoming even more exciting than a live Sotheby auction, the most active market sector in terms of consolidation is undeniably Technology, and there is a reason for this wave of M&As.

We're screwed either way.

Anyone else find this interesting?

So, Mr. Private Equity Fund Man says, "Give me $10 in order for me to lose you $8, and I'll give you $2 dollars back for your inconvenience." Am I in the wrong business or what?

So, S&P finally gets around to Cutting Ireland’s Rating on the Cost of Bank Support, and of course Irish officials balk... Let's drill down into the facts.

POT is the world’s largest fertilizer producer, and with the global population expected to grow from 7 billion to 9 billion over the next 40 years, a takeover seems like a no brainer. Why not buy another product that the Chinese are voracious consumers for? It’s cheaper to take over someone than to hire people. The recent doubling of the price of wheat in a mere eight weeks has been a shot across the bow of investors everywhere that it is time to get on the train before it leaves the station. Suddenly the entire sector is in play. (POT), (MOS), (AGU), (MOO), (DBA).