The Big Picture

Picture du Jour: Plunging dollar erodes non-US investors’ returns With the US dollar falling down a precipice, spare a thought for...

(Rooters, New York): Having inoculated its employees with H1N1 vaccine dosages usurped from pregnant women and children, Goldman Sachs...

Today’s Outside the Box comes to us from England. My European partner Niels Jensen from time to time sends me some of the best...

Interesting stuff: • China’s Blunt Talk for Obama (WSJ) • China Faces Asset-Bubble Risk, PBOC Adviser Fan Says (Bloomberg) •...

here’s another cool interactive map, via the Detroit News: > click for ginormous graphic

This is one of the things I will be discussing at the Berlin Conference: Comparing the 1982 Bull Market with the 2009 Rally > Rally...

President Obama visits China at a time when the world’s two most powerful economies face very different fortunes. A humbled United...

Those who believe the rally in gold is sending the wrong message on inflation might take comfort from the fact that the price of the...

I’m off to give my presentation, but before I go, here is a quick chart on Single Family Housing Starts, which disappointed: >...

Oct Housing Starts totaled 529k annualized, well below forecasts of 600k and down from 592k in Sept. It’s the lowest level of...