Inflation has been the story…
The International Monetary Fund's prediction…
A major Norwegian pension fund has named oil producer BP its worst performing stock, with the fallout from the Gulf of Mexico spill crisis losing $1.7 billion for the fund.…
No, they are not donning a Stetson, cowboy boots, and a six gun to fight Indians in the Wild West, where I live. Their never ending reach for yield is…
I have always considered the US military to have one of the world’s greatest research organizations. The frustrating thing is that their “clients” only consist of the President and a…
The markets are currently stampeding for yield of any description, damn the risk. That’s why shipping stocks have suddenly come into focus, which offer some of the highest dividend yields…
Since I am a permabull on energy of all types, I am constantly trolling the markets for cheap energy plays, and ConocoPhillips (COP) popped up on my radar. The large…
If you are looking for another emerging market to add to your list of things to buy on dips, then take a look at Indonesia (IDX). The world’s largest Muslim…
Just finished a read of the fresh new "Minutes of the Meeting of the Treasury Borrowing Advisory Committee". The TBAC is a "meeting of the minds" amongst top U.S. officials…
Want to invest in an extremely well managed country with almost no debt, budget surpluses, an appreciating currency, and the price for its dominant export commodity going through the roof?…
I have always been an unfashionable person. I was still wearing my bell bottoms and mutton chop sideburns well into the eighties, and even today people laugh at my yellow…
Louise Yamada, one of the most widely followed technical analysts in the market, says the 29 year bull market in Treasury bonds is coming to a close. Looking at the…
The July 26-August 1, 2010 print edition of Business Week magazine put out a brilliant piece entitled “Amber Waves of Pain” detailing how retail investors are getting fleeced when playing…
A quick look at the world's top performing stock markets during the first half of 2010 will not exactly ring bells for many investors. Bangladesh came in tops with a…
Adjusting the arcane rules governing exchange trading execution will not remedy broader financial-system problems and global macroeconomic mismanagement that are producing a new wave of volatility in the world’s securities…
What has been one of the best performing stocks for the past week? Good old BP (BP), which clawed back an 18% pop off the bottom, a 13% gain from…
It is becoming increasingly clear that the US economy once again fell off a cliff in May. Commodity prices have dropped like a stone, the Baltic Dry Shipping Index has…
We're living in an age of commodities volatility. The last ten years have seen a number of big price swings for many natural resources. Uranium ran from $10 to $140,…
I mentioned a couple of weeks ago about some odd happenings in the T-Bill market. Between June 1 and 14, yields on the four-week Treasury fell off a cliff. Diving…
I am getting tired of the endless procession of permabulls who keep insisting that at a 13 times multiple, the S&P 500 is cheap. The last time I heard this…
Whew! That was close! After 18 months of threats, saber rattling, and posturing about the demise of the competitiveness of the American banking system, we finally have a financial reform…
Everywhere I turn these days, I hear a rising clamor and rancor to cut the spending that is creating deficits that will lead to the death of us all and…