Doug Noland

Prudent Bear

Contributor since: 26 Feb 2010

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• The Credit Bubble Bulletin

  Published 06 September 2002 | viewed 3,872 times

  Doug Noland is on vacation Contingent Liability by Zev Abraham Zev Abraham is an equity analyst at a hedge fund in New York and former…

• Cold As Ice

  Published 30 August 2002 | viewed 3,464 times

  August's stock market rally stumbled into month end, with moderate weakness throughout and a return of aggressive selling to the technology sector. For the week,…

• Accenutated Credit Cycles

  Published 23 August 2002 | viewed 3,409 times

  Despite today's drubbing, stocks generally ended another unsettled week with gains. For the week, the Dow and S&P500 added 1%. The Transports and Morgan Stanley…

• Confessions of a Supply-Side Junkie

  Published 16 August 2002 | viewed 3,302 times

  Confession is good for the soul, or so I am told. While Doug Noland takes a well deserved Friday off (he'll be back next week),…

• Two Economic Postulates

  Published 09 August 2002 | viewed 3,664 times

  Wow...yet another wild one. From Monday's lows, the Dow surged 715 points, or almost 9%. For the week, the Dow and S&P500 gained 5%. The…

• The Housing Bubble Loses Some Air?

  Published 02 August 2002 | viewed 4,550 times

  It was another chaotic week in U.S. and global financial markets. Our heads are still spinning after a couple weeks of truly historic volatility. For…

• Structured Finance In The Crosshairs

  Published 26 July 2002 | viewed 4,669 times

  (UNEDITED) It was a most chaotic week in U.S. and global financial markets, with extreme volatility and extraordinary divergences here at home. Some groups rallied…

• That's My Story, and I'm Sticking To It!

  Published 19 July 2002 | viewed 3,921 times

  The unfolding financial crisis hit the blue chips especially hard this week. For the week, the Dow and S&P500 were hit for 5%. The Transports…

• Palpable Systemic Stress

  Published 12 July 2002 | viewed 4,019 times

  The unfolding Credit market dislocation took direct aim at the blue chips and financials this week. For the week, Dow, S&P500, and Transports were all…

• Ominous Portents From The NextBank Meltdown

  Published 05 July 2002 | viewed 4,425 times

  What appeared near financial system dislocation early in the week ended in a wild stock market advance by week's end. For the week, the Dow…

• This Week EBITDA. When 'Marked-to-Model'?

  Published 28 June 2002 | viewed 3,951 times

  The final week of a tumultuous quarter did not lack for drama, while the stock market made it through the turbulence about as well as…

• The Ominous Return of the Twin Deficits

  Published 21 June 2002 | viewed 3,676 times

  This week saw the unfolding financial crisis hit the emerging markets and technology sector hard, although the broader market generally held its own. For the…

• A Few More Years?

  Published 14 June 2002 | viewed 3,425 times

  Today's stock market reversal was typical of this week's wild action. After swinging triple digits intra-day Monday through Friday, the Dow ended 1.2% lower for…

• Point, Counter Point

  Published 07 June 2002 | viewed 3,764 times

  The equity bear market took on more urgency this week, with corporate debt problems and the ongoing technology debacle taking its toll. For the week,…

• Dieing a Death of a Thousand Cuts

  Published 31 May 2002 | viewed 3,931 times

  This week offered no respite to a weak stock market. For the week, the Dow and S&P500 declined 2%. The Transports and Morgan Stanley Consumer…

• Financial Debacle for Dummies

  Published 24 May 2002 | viewed 3,665 times

  It was a difficult week for the stock market, as the liquidation of technology shares runs unabated. For the week, the Dow, S&P500, and Transports…

• Food for Thought

  Published 17 May 2002 | viewed 4,298 times

  The acutely unstable U.S. stock market made a run higher this week, with the Dow jumping 4% and the S&P500 gaining 5%. Economically sensitive issues…

• Unstable Markets

  Published 10 May 2002 | viewed 4,186 times

  It was a week of extraordinary volatility in the U.S. equity, Credit and currency markets. We view the confluence of highly unstable markets, and especially…

• The Bundling of Risk and Dollar Vulnerability

  Published 03 May 2002 | viewed 4,121 times

  It was another volatile week for an especially two-tiered U.S. stock market. In the face of a collapsing technology sector, the small-cap Russell added 2%…

• Untenable Monetary Regimes

  Published 26 April 2002 | viewed 3,188 times

  U.S. financial markets took a decidedly ominous turn this week, with a collapsing technology sector and faltering dollar raising potential concerns as to the soundness…