Contributing Editors' Blog Entries
Oct 6 - Fed's Rosengren: Door Still Open For 2015 Fed Rate Hike
Submitted by Pivotfarm on 10/05/2015 - 16:50 Barclays Bond CBOE Central Banks China Copper Crude Crude Oil Deutsche Bank Eurozone Fitch fixed Ford France General Electric Germany Glencore Google headlines Hong Kong Italy Lloyds Market Share Markit NASDAQ Nasdaq 100 Nikkei OPEC Portugal Prudential Russell 2000 Trian Twitter Twitter Unemployment Unemployment Benefits Volatility Volkswagen World Bank News That Matters
The Fed is Out of Ammo… and Options
Submitted by Phoenix Capital... on 10/05/2015 - 13:00 Central Banks Jim Cramer Recession Unemployment Stocks have taken out key support at a time when the Fed's hands are tied.
Last Two Times this Happened, the US Was Falling into a Recession
Submitted by testosteronepit on 10/05/2015 - 09:01 China Deficit Spending Global Economy Greece Japan National Debt Recession Yen But what’s different this time?
BIS Warns of ‘Major Faultlines’ In Global Debt Bubble
Submitted by GoldCore on 10/05/2015 - 06:33 Bank of International Settlements BIS Central Banks China Credit Conditions Equity Markets Federal Reserve Gundlach Japan Monetary Policy Recession Reuters Saudi Arabia BIS Warns of ‘Major Faultlines' In Global Debt Bubble - "Unrealistic and dangerous to expect that monetary policy can cure all the global economy’s ills"
There Will Be Blood - Part II
Submitted by Capitalist Exploits on 10/04/2015 - 19:03 Capital Markets High Yield With oil prices declining, are oil & gas investors and the financial system about to have another "whoops!" moment?
Policymakers' Intentions are More Critical Drivers than Macroeconomics in Week Ahead
Submitted by Marc To Market on 10/04/2015 - 09:12 Australia Australian Dollar Auto Sales Bank of England Bank of Japan Bond Central Banks China Federal Reserve Germany Japan Monetary Base Monetary Policy None Yen The reaction function of officials takes on added importance in the week ahead.
Is The Stock Market Gearing Up For A New October Crash?
Submitted by Secular Investor on 10/04/2015 - 08:09 China New York Stock Exchange Twitter Twitter Even a deflating balloon can still explode...
Manifesto - The Values of Value Investing
Submitted by Vitaliy Katsenelson on 10/03/2015 - 17:26 Berkshire Hathaway Book Value Value Investing Volatility Any money manager, whether he is managing separate accounts or a mutual fund, will go through stretches where he looks smarter or dumber than he really is, though his IQ hasn’t actually changed.Physical Cash Poses a HUGE Problem For Central Banks
Submitted by Phoenix Capital... on 10/03/2015 - 15:15 Bond Central Banks Commercial Paper France Greece Italy None Reality Switzerland Moves will be made to ban physical cash in the coming months.Dollar Bulls Bends,but Will They Break?
Submitted by Marc To Market on 10/03/2015 - 08:57 Australia Australian Dollar Bank of England Canadian Dollar Crude Crude Oil Futures market Monetary Policy recovery Technical Indicators Yen The poor jobs report weighed on the dollar, but the greenback recovered as the session progressed. It is not clear the jobs report was a game changer. Stay tuned.Silver coin demand is absolutely through the roof” – Perth Mint
Submitted by GoldCore on 10/02/2015 - 07:25 Auto Sales Bond Reuters The global silver-coin market is in the grips of an unprecedented supply squeeze, forcing some mints to ration sales and step up overtime, sending U.S. buyers abroad to fulfill a sudden surge in demand.Apple, Amazon, Tesla and the Changing Dynamics of the Car Industry
Submitted by Vitaliy Katsenelson on 10/01/2015 - 17:50 Apple Berkshire Hathaway Ford General Motors Google Great Depression Market Share Middle East Natural Gas Twitter Twitter Value Investing Verizon Volkswagen The unforeseen consequences of the advent of electric cars will reverberate much farther than the demise of dealerships and significant shifts in market share in the auto industry.