Section
Markets
26253 posts
James Montier: Unusually Clear-Eyed Analysis
James is an unusually clear eyed analyst: āIn good times, few focus on such āmundaneā issues as earnings…
Oil and U.S. Banks
(by John Authers, FT.com) Bastille Day, July 14, is a good day for an old order to come…
Video: Nouriel Roubini (3 Parts)
Nouriel Roubini, NYU Stern School of Business, opines about the market, the credit crisis, and the housing market…
Video: Faber Says Fannie, Freddie Should Split Up, Not Get Aid
Investor Marc Faber, publisher of the Gloom, Boom & Doom Report, talks about the future of Fannie Mae…
Commodity Snapshot
July 23, 2008 - Courtesy: Bespoke Investment Group - Below we highlight our trading range charts of ten…
Interview: Larry Sarbit, Sarbit Asset Management
Despite the fact that you may not ever come close to catching up to Warren Buffett's wealth does…
Asset Class Correlations
July 22, 2008 - (Courtesy: Bespoke Investment Group) Today's Wall Street Journal had an interesting article about asset…
Oil and Energy Stock Correlation
July 22, 2008 - (Courtesy: Bespoke Investment Group) Below we highlight the rolling one-year correlation between the daily…
Charts: Energy Sector Declines
July 18, 2008 - Courtesy: Bespoke Investment - At the end of May, 94% of Energy stocks were…
The Truth About Bear Stearns
Bryan Burrough, Vanity Fair, writes a stunning piece Bringing Down Bear Stearns, which details the events leading to…
Horizons BetaPro Bull Plus and Bear Plus ETFs
Canadian investorsĀ looking for the equivalent of the popular Proshares which areĀ available on American exchanges can do so via…
Proshares Ultra Short and Ultra Long ETFs
July 10, 2008 - (Courtesy: Bespoke Investment Group) Market participants know that the ProShares Short and UltraShort ETFs…
Commodity Snapshot
July 10, 2008 - (Courtesy: Bespoke Investment Group) Even after oil's $8 pullback in two days, the long-term…
"Appalling" Market Fundamentals the Problem, Not Inflation
Fascinating discussion a few weeks ago in welling@weeden with Albert Edwards and James Montier of Societe Generale, reprinted…
Hendry: Financials "Infected" by Bubble
Hugh Hendry, CEO, CIO, Eclectica Asset,Ā guest hosted European Squawk Box this morning. A very informative interview with aĀ bold…
