The Big Picture

I presented this week at the Ryan’s Metal conference, discussing the state of the US economy. Also presenting was Thomas Berner,...

~~~ Suddenly, Gary Shilling’s Bearishness Doesn’t Seem So Nutty Aaron Task Yahoo Tech Ticker, Jun 16, 2010 02:14pm EDT by...

Initial Jobless Claims remain disappointingly elevated, totaling 472k on the week, 22k above expectations, up from 460k last week and at...

Plenty of inventory. Distressed sellers. Tight credit. File this under DUH: If you are in the market for a house, the current real estate...

The Financial Times – Good as GLD: While it has now become possible to buy and sell gold with a few mouse clicks through funds like the...

Helped out by the highest yields since July ’08 and a 40 bps jump just this week, Spain successfully sold 10 yr and 30 yr bonds....

“There is no trick. We can’t promise to work less, raise pensions and erase deficits.” -French Labor Minister Eric Woerth > The...

Chairman Ben S. Bernanke At the Squam Lake Conference, New York, New York June 16, 2010 The Squam Lake Report –the centerpiece of...

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