Do US Bonds Resemble Dot Com Stocks?
Over the past few months, I have been saying US Treasuries remind me of the dot com stocks circa 1997-98 in three ways: 1) You knew...
Felix Zulauf: Up Close And Personal (Transcript)
Earlier this month, I interviewed famed investor Felix Zulauf on his professional background and investment outlook (Audio here). As per...
“Periods When to Make Money” (© 1883)
Yesterday, we looked at Long Term Market Cycles dating back to 1927; Today, lets have a look at periodicity dating back to 1763. The...
Refi’s rock but expansion of activity not happening
Historically low interest rates finally moved the needle for refinancings as the MBA said they rose 17.1% for the week to the highest...
Bloomberg Radio
I am off to the Bloomberg Radio studios for an early segment with Keith McCullough of Hedge eye — he is substituting for the...
Israel Window to Bomb Iraq Reactor Closed ?
Debka via UBS’ s Andy Lees (in London) by way of Art Cashin in NY: Geopolitics – Debka file reports that the announcement that...
Media Hits
I have to run out to visit The Dylan Ratigan Show 4pm (EST), then on to the other side of city and for CNBC’s Fast Money at 5pm (EST)....