• 503 days Will The ECB Continue To Hike Rates?
  • 503 days Forbes: Aramco Remains Largest Company In The Middle East
  • 505 days Caltech Scientists Succesfully Beam Back Solar Power From Space
  • 905 days Could Crypto Overtake Traditional Investment?
  • 910 days Americans Still Quitting Jobs At Record Pace
  • 912 days FinTech Startups Tapping VC Money for ‘Immigrant Banking’
  • 915 days Is The Dollar Too Strong?
  • 915 days Big Tech Disappoints Investors on Earnings Calls
  • 916 days Fear And Celebration On Twitter as Musk Takes The Reins
  • 918 days China Is Quietly Trying To Distance Itself From Russia
  • 918 days Tech and Internet Giants’ Earnings In Focus After Netflix’s Stinker
  • 922 days Crypto Investors Won Big In 2021
  • 922 days The ‘Metaverse’ Economy Could be Worth $13 Trillion By 2030
  • 923 days Food Prices Are Skyrocketing As Putin’s War Persists
  • 925 days Pentagon Resignations Illustrate Our ‘Commercial’ Defense Dilemma
  • 926 days US Banks Shrug off Nearly $15 Billion In Russian Write-Offs
  • 929 days Cannabis Stocks in Holding Pattern Despite Positive Momentum
  • 930 days Is Musk A Bastion Of Free Speech Or Will His Absolutist Stance Backfire?
  • 930 days Two ETFs That Could Hedge Against Extreme Market Volatility
  • 932 days Are NFTs About To Take Over Gaming?

Doug Noland

Doug Noland

Prudent Bear

Contributor since: 26 Feb 2010

  • Q3 2012 Flow of Funds

    Published 07 December 2012 | viewed 0 times

    In further proof that I don't pander to readers, I'll dive into the Fed's Q3 2012 "Flow of Funds" data. For the quarter, the growth…

  • Ready for Year-End Fiscal Cliff Drama?

    Published 30 November 2012 | viewed 0 times

    It's imperative to constantly test one's thesis - in my case, an unconventional view of the world of finance, the markets and the global economy.…

  • Follwing Weidmann, Lacker Takes a Stand

    Published 23 November 2012 | viewed 0 times

    "As background for our monetary policy decisionmaking, we at the Federal Reserve have spent a good deal of effort attempting to understand the reasons why…

  • When Money Dies

    Published 16 November 2012 | viewed 0 times

    November 16 - Wall Street Journal (Damian Paletta and Carol E. Lee): "White House officials are in advanced internal discussions about a plan to replace…

  • Sandy, Bernanke and Money

    Published 02 November 2012 | viewed 0 times

    October 20, from Dr. Jeff Masters of Weather Underground: "In a stunning spectacle of atmospheric violence, Superstorm Sandy roared ashore in New Jersey last night…

  • The Perils of Bubbles and Speculative Finance

    Published 26 October 2012 | viewed 0 times

    Let's return this week to the broader global Macro Credit Thesis. First of all, we live in a highly over-indebted world that becomes only more…

  • 25 Year Anniversary

    Published 20 October 2012 | viewed 0 times

    I spent a memorable October 19, 1987 in front of Quotron and Telerate screens as a Treasury analyst at Toyota's U.S. headquarters in Torrance, California.…

  • The Myth of Deleveraging

    Published 13 October 2012 | viewed 0 times

    A Bloomberg headline from earlier in the week caught my attention: "U.S. Downgrade Seen as Upgrade as $4 Trillion Debt Dissolved." As someone that analyzes…

  • You Can Intimidate Everyone

    Published 05 October 2012 | viewed 0 times

    "I used to think if there was reincarnation, I wanted to come back as the President or the Pope or a .400 baseball hitter. But…

  • It's all Greek to Me

    Published 28 September 2012 | viewed 0 times

    The focus of analysis this week shifts back to Europe. My thesis remains that the unfolding European debt and economic crises provide a potential catalyst…

  • Z1, QE3 and Deleveraging

    Published 21 September 2012 | viewed 0 times

    As you read my opening summary of the Fed's latest quarterly Z.1 "flow of funds" report, keep in mind the Fed's recent decision to move…

  • QE Forever

    Published 14 September 2012 | viewed 0 times

    "Congratulations Mr. Bernanke. I'm happy, my assets' values go up. But as a responsible citizen I have to say the monetary policies of the U.S.…

  • Diverging Like It's 1929

    Published 07 September 2012 | viewed 0 times

    Spanish 10-year yields dropped 123 bps this week to 5.57%. Yields are now down 194 bps from July 24 highs (7.51%). Italian 10-year bond yields…

  • Risk #3

    Published 31 August 2012 | viewed 0 times

    August 30 - Bloomberg (Mark Deen): "Yale University professor Stephen Roach said Federal Reserve Chairman Ben S. Bernanke shouldn't be given a third term because…

  • Do Whatever it Takes!

    Published 24 August 2012 | viewed 0 times

    I believe it was the History Channel, but it may have been Discovery. It was one of those restless nights where sleep wasn't coming easy…

  • The Winding Down of Fannie and Freddie?

    Published 17 August 2012 | viewed 0 times

    The Dow Jones Industrial Average closed this week at its highest level since December 2007. The S&P 500 trades only 10% below its 2007 high.…

  • The Dog That's Not Barking

    Published 10 August 2012 | viewed 0 times

    The "go ahead, make my day," Draghi "will do everything to save the euro" rally saw Spanish and Italian stocks jump 10.6% and 9.5%, respectively,…

  • Think Grand Canyon

    Published 03 August 2012 | viewed 0 times

    Things get wackier by the week. My proposition has been that once a Credit crisis comes to afflict the "core" (gravitating from the "periphery") the…

  • Monetary Madness

    Published 27 July 2012 | viewed 0 times

    In commemoration of M2 surpassing $10.0 TN for the first time - not to mention the unfolding confrontation between ECB President Draghi and Germany's Bundesbank…

  • Risk On, Risk Off and the Spanish/Chinese Tug of War

    Published 20 July 2012 | viewed 0 times

    "Global macro" has of late been relegated more of a backseat role, with earnings and market "technicals" driving a largely upbeat marketplace. Things might have…