Brady Willett

Contributor since: 26 Feb 2010

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• Bears Wait for the Dam To Break

  Published 26 January 2007 | viewed 7,475 times

  Before embarking upon another assault against the liquidity forces that be, it is worth recognizing that the remaining bears in this world have done well…

• With Liquidity The Overriding Story Thematic Mariners Beware

  Published 20 December 2006 | viewed 4,799 times

  The contradictions running wild today have rarely been more acute. To be sure, and depending on the source, the U.S. economy is supposedly already in…

• If Everyone Jumped Off a Bridge Would U.S. Regulators Follow?

  Published 01 November 2006 | viewed 4,219 times

  When times are good innovation in the financial markets is applauded. But when times turn bad, as they inevitably do, the horse of innovation is…

• Aggressively Throwing Caution To The Wind

  Published 06 October 2006 | viewed 5,264 times

  Some steadfast bears are reiterating that the U.S. stock markets are rigged, that the Dow is only making new highs because of timely component changes,…

• Domino Day Is Less than Two Months Away

  Published 20 September 2006 | viewed 8,091 times

  The world record for most dominoes toppled in a chain reaction is 4,002,136. This number would have been even larger if it were not for…

• The Long-Term Consequences of The Long-Term Bailout

  Published 15 August 2006 | viewed 3,216 times

  As the horse of 'innovation' leaps miles ahead of the mule that is regulation, the path for the average investor grows treacherous. After the collapse…

• Why Cash Is Attractive

  Published 13 July 2006 | viewed 6,530 times

  The yield on the Vanguard Prime Money Market Fund is currently 4.98%. 4.98% is higher than the average yield on REITs (as of June), almost…

• Bernanke's Bag of Hammers

  Published 07 June 2006 | viewed 6,492 times

  After one of the most concerted rhetorical attacks on the threat of inflation in recent memory, Bernanke's Fed has pushed the odds of a June…

• No Relief For Bargain Hunters Yet

  Published 31 May 2006 | viewed 5,045 times

  A sharp sell off in oil, a massive bond market rally, a Fed pause, or a plunge in the US dollar that, somehow-someway, neatly unifies…

• If Stock Market Slump Continues The Fed Will Start Juggling Asset Classes

  Published 19 May 2006 | viewed 6,142 times

  As per yesterday's watch points - the double Ns - there is a couple of positives to be taken from the global blood bath that…

• As Bernanke Presses Pause Stocks Threaten To Rewind

  Published 12 May 2006 | viewed 4,172 times

  Following yesterday's retail sales report a Bloomberg headline read, 'S&P 500 Futures Gain on Retail Sales'. The speculation at the time (8:31 AM) was that…

• Ben, Maria, and the Makings of a Precious Metals Panic

  Published 04 May 2006 | viewed 7,089 times

  He Said If he says he didn't think that his comments were on the record he looks like a schmuck. If he acknowledges that he…

• Why Not Squeeze The Charmin?

  Published 17 April 2006 | viewed 5,086 times

  On December 5, 2005 I speculated that the 'odds of gold squeeze [were] on the rise', and that 'the price of silver could quickly double'.…

• Run Away From US Stocks?

  Published 06 April 2006 | viewed 6,807 times

  After hitting a 5-year high yesterday the Nasdaq is up by 110% since its October 7, 2002 bottom. If this blistering pace keeps up the…

• Whats New with the Accounting Shell Game? More Shells

  Published 14 March 2006 | viewed 5,670 times

  Following the collapse of Enron, Worldcom and others, regulators were temporarily given the power to dramatically improve US accounting standards. To be sure, and as…

• Once Upon a Time the COT Ruled

  Published 07 March 2006 | viewed 4,673 times

  Since the current gold bull began in 2002 - or when the price of gold finally held above $300 an ounce - the Commitments of…

• One Good(K)Night does not a Sweet Prince Make

  Published 01 February 2006 | viewed 5,185 times

  One of the many themes coursing through Shakespeare's Hamlet is the Prince of Denmark's transformation from a man of thought into a man of action.…

• 2006 Preview: Something Happened on The Way to Hell

  Published 11 January 2006 | viewed 7,673 times

  Our misgivings about toying with Milton's contrast notwithstanding, you cannot help but wonder what has gone wrong since the US stock market mania hit its…

• A $500 Party or Funeral?

  Published 23 November 2005 | viewed 5,006 times

  On March 29, 1999 the Dow Jones Industrial Average closed above 10,000 for the first time. As the floor traders cheered, CNBC guests adorned "Dow…

• From Greenspan Put To Bernanke Straddle

  Published 28 October 2005 | viewed 4,095 times

  Having studied at Harvard, earned a Ph.D. at MIT, and taught at Princeton, it is obvious that Ben Bernanke has forgotten more about economic theory…