I was speaking with a friend who asked why 48% — why not 100% cash? The short answer is that we are seeing some signs of a...
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Inflation and the possible responses to it are what’s impacting markets today. It started in China when Q4 GDP was released with a...
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I mentioned in comments last week we were 48% cash in our Long/Short Portfolio; One of the asset allocation models we run is now 20%...
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Global Macro Monitor produces informed opinion about markets and the global economy. This was originally published on January 19, 2011...
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Inflation and the possible responses to it are what’s impacting markets today. It started in China when Q4 GDP was released with a...
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MacroMan points out that Live Cattle Futures have gone parabolic; Daniel Dicker blames speculative derivative traders and a lack of...
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• U.S. Stocks Near ‘Significant’ Top, Tom DeMark Says (Bloomberg) • Stop the Jets (Floyd Norris) for the sake of the stock market...
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As a follow up to our recent Apple / Blog posts, enjoy this lovely NielsenWire/Factsheet chart porn on The U.S. Media Universe > click...
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On the Diagrammatic and Mechanical Representation of Propositions and Reasonings (Google Books).
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