Contributing Editors' Blog Entries

EconMatters's picture

Bond Yield Carry Traders Need To Fade Upcoming Econ Events

Bond CPI Personal Income Trading Strategies Twitter Twitter Volatility At some point there is going to be a sea change in bonds.  The question is does the last week in July finally cause the Sea-Change in Bonds? 

Capitalist Exploits's picture

Value in France - Who Would have Thought?

Book Value France Seth Klarman Value Investing We were surprised to find out about this deep value opportunity in France, bastion of European bureaucratic policies and socialism.

williambanzai7's picture


This is a simulation...

Phoenix Capital Research's picture

Stocks Are Severely Overvalued By Almost Every Predictive Metric

Housing Bubble Reality Warren Buffett The S&P 500 has only been at this level or higher a handful of times in the last 100 years. All of them have coincided with major market peaks.  

CalibratedConfidence's picture

Cheap Credit Will Sink Us Again

Bear Market Central Banks default Fail Goldman Sachs goldman sachs Japan Money Velocity Benzinga noted on June 27, 2014 “The demand created by Abenomics, along with the demand rush prior to a hike in consumption tax, is viewed as fleeting by corporations”

George Washington's picture

U.S. Government Lied to Pretend that Accidental Russian Shootdown of Commercial Plane Was Intentional … Three Decades Ago

ABC News China Iraq Israel national intelligence SPY Ukraine The U.S. Has Previously Carried Out a Major Disinformation Campaign to Malign Russia

Marc To Market's picture

Fade the Break?

Aussie Australian Dollar Canadian Dollar Commitment of Traders CPI Futures market Head and Shoulders Housing Starts Moving Averages Swiss Franc Technical Indicators Yen Near-term outlook for the dollar, without resorting to inflammatory and unproven claims.

George Washington's picture

Was Malaysian Airlines MH-17 ACCIDENTALLY Shot Down Over Ukraine?

Boeing China Hong Kong Iran Reuters Ukraine A Roundup of ACCIDENTAL Shoot Downs of Civilian Passenger Planes by Russia, Ukraine, America, China and Israel

testosteronepit's picture

Putin’s Approval in Russia Soars to Record, America’s Plunges to Near Zero

China Gallup Head and Shoulders Natural Gas President Obama Ukraine Vladimir Putin Don’t let a good crisis go to waste – Vladimir Putin's slogan.

williambanzai7's picture


I never dreamed of it then as I watched; no one on earth dreamed of that unerring missile. (The War of The Worlds--H.G. Wells)

EconMatters's picture

The Counterfactual Case Against ZIRP

Bond Carry Trade Federal Reserve Monetary Policy None Twitter Twitter These are two areas where the Federal Reserve might want to consider in their overall evaluation of the effectiveness of the ZIRP Experiment. I think the counterfactual case in these two examples is quite compelling.

George Washington's picture

Snowden: NSA Employees Routinely Pass Around Nude Photos Obtained Via Mass Surveillance

SPY NSA Spies On Americans, Then Passes Around Their Nude Pictures and Videos

EconMatters's picture

Malaysia Airlines Management Needs Overhaul

China Middle East Twitter Twitter Ukraine How stupid do you have to be to send a commercial flight over what essentially is a warzone? How much do you think the airline actually saved by taking the most direct route?

Phoenix Capital Research's picture

What Happens to These Folks When the Bond Bubble Bursts?

B+ Bear Market Bond Federal Reserve Meltdown So not only are we dealing with an investment landscape in which virtually no working fund manager has experienced a bear market in bonds… we’ve actually got an entire generation of investment professionals who have experienced only one increase in interest rates in 14 years.

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