Doug Noland

Prudent Bear

Contributor since: 26 Feb 2010

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• The Great Distortion

  Published 09 February 2001 | viewed 3,667 times

  The technology recovery took a turn for the worst this week, with the Morgan Stanley High Tech, Semiconductors, The Street.com Internet, and the NASDAQ100 all…

• We Know His Enemy

  Published 02 February 2001 | viewed 4,201 times

  The now typical extraordinary volatility continued this week, with signficant divergences between groups. The Dow added 2% and the S&P500 increased 1%. The economically sensitive…

• The Credit Bubble Bulletin

  Published 26 January 2001 | viewed 3,919 times

  Doug Noland is on vacation this week A Guiding Belief Resting on a Firm Foundation? or Current Mythology Perched Precariously on the Edge of a…

• There's a New Sheriff Making His Way to Town

  Published 19 January 2001 | viewed 4,053 times

  It was another week of destabilized financial markets. What else is new? For the week, the Dow gained 1% and the S&P500 added 2%. The…

• The Spectacular Rise and Fall of Equity Mae

  Published 12 January 2001 | viewed 4,141 times

  If nothing else, wild speculation returned this week to the stock market, with The Street.com Internet index surging 24%, the NASDAQ Telecommunications index 14%, and…

• Fifty Basis Points to Sustain the Unsustainable

  Published 05 January 2001 | viewed 4,086 times

  or, The Inevitability of Derivative Problems Wow. For the week, the Dow declined 1% and the S&P500 dropped 2%. The Morgan Stanley Cyclical index added…

• 'Crisis Management Reliquefication Mode'

  Published 29 December 2000 | viewed 4,300 times

  As is only fitting for a year of historic volatility, the final week of year-2000 was another wild one with extraordinary divergences. The bluechips had…

• To the Brink

  Published 22 December 2000 | viewed 3,853 times

  It was, once again, a most chaotic week in the financial markets. For the week, the Dow gained 2%, while the S&P500 declined 1%. Economically…

• All Eyes on The Greenback

  Published 15 December 2000 | viewed 4,088 times

  With triple-witch options expiration and an earnings warning from Microsoft, it was another tumultuous week for the stock market. For the week, the Dow declined…

• How Could Irving Fisher Have Been So Wrong?

  Published 08 December 2000 | viewed 8,566 times

  Presentation to the Washington Conference, "Toil and Trouble - Evaluating Quality of Earnings - and Risk - In the Financial Services Sector" - SNL Center…

• The Return on U.S. Assets

  Published 01 December 2000 | viewed 3,968 times

  To describe this week in one word, it was OMINOUS, as financial heightened turbulence was apparent at home and abroad. For the week, the Dow…

• The Credit Bubble Bulletin

  Published 24 November 2000 | viewed 4,761 times

  Doug Noland is on vacation this week It IS Different This Time! by Edmund M. McCarthy This old curmudgeon never expected to write the phrase…

• 'U.S. High-Yield Lending...'

  Published 17 November 2000 | viewed 4,966 times

  The political turmoil continued unabated this week as we are still waiting to find out who will be the next President of the United States.…

• Monetary Processes and Current Vulnerabilities

  Published 10 November 2000 | viewed 4,182 times

  A political crisis was the last thing the stock market needed. For the week, the Dow declined 2% and the S&P500 4%. The Transports declined…

• Financial Dysfunctions

  Published 03 November 2000 | viewed 4,568 times

  Liquidity returned to the stock market this week, with a major rally throughout the technology sector. For the week, the NASDAQ100 gained 5%, the Morgan…

• Mehrling on Minsky

  Published 27 October 2000 | viewed 4,392 times

  Financial instability abounds for markets both at home and abroad. Stocks and indices are demonstrating historic volatility, with the NASDAQ100 trading in astonishing intra-day ranges…

• Here We Go Again...

  Published 20 October 2000 | viewed 4,303 times

  With negative news from super-heavyweights IBM and Chase Manhattan, in addition to a collapsing junk bond market and faltering stocks and currencies throughout Asia, as…

• Liquidity

  Published 13 October 2000 | viewed 6,507 times

  It was another historic week, with stunning swings in the prices for individual stocks and leading indices. For the week, the Dow dropped 4% and…

• Accolades to the Unknown Inquisitor

  Published 06 October 2000 | viewed 4,407 times

  It was a most unsettled week in the stock market as the ramifications from the unfolding technology debacle began to take hold. For the week,…

• A Tale of Two Bubbles

  Published 29 September 2000 | viewed 5,489 times

  Not unexpectedly, the stock market turned even more chaotic this week, with the technology sector being the wildest of rides. For the week, the Dow…