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Markets / Other

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Fed's US Debt Bomb

Oct 30, 2015 at 12:02

With the Federal Reserve's first rate-hike cycle in nearly a decade looming, traders are working overtime trying to divine its timing and impact on the markets. They are closely monitoring…

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The Krugman Con

Oct 30, 2015 at 07:12

Gold's biggest enemy is a brilliant Nobel Prize winning economist, university professor and columnist for the New York Times. Sadly, he is also a con man.

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Former Australia Prime Minister Chastises EU on Securing Borders, Economic Migration; Mish for President Review

Oct 30, 2015 at 06:34

In a speech I almost completely agree with, former Australia prime minister Tony Abbott chastised the EU in an address at the Second Annual Margaret Thatcher Lecture in London on…

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Europe in Deflation: Got (cheap) Milk?

Oct 30, 2015 at 06:32

Why falling food prices are not a boon for Europe's economy ...

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EUR/CHF - Bearish Pullback

Oct 30, 2015 at 06:03

USD/CHF made a sharp bearish intra day reversal at 0.9957 (29/10/2015 high), which is likely to cap prices in the short-term. After a brief consolidation period the pair should be…

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Courage to Act; Reflections on Fed Hubris; What if Whatever it Takes is Not Enough? Fed Troika?

Oct 29, 2015 at 15:01

This past week, Ben Bernanke was in London promoting his book "Courage to Act". Today, Albert Edwards at Societe Generale pinged me with his thoughts.

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Net Net Investors are The Knuckleball Pitchers of Value Investing

Oct 29, 2015 at 14:51

Another postseason in baseball is here, and Bob Gale, the writer/producer of Back to the Future II, swings but misses on his forecast for a 2015 Chicago Cubs World Series…

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Connecting the Dots

Oct 29, 2015 at 14:36

As much as we carry a long-term bias towards a continuation of the historically low yield market environment of the current decade, over the intermediate-term we still like the short…

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The Fed Just Whacked Corporate Earnings

Oct 29, 2015 at 14:00

The markets seemed to like what the Fed had to say yesterday, including the part about definitely, for sure, no kidding around this time raising interest rates in December. Especially…

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FOMC Word Play Kicks Off a Correction That Was Coming Anyway in Gold, May Soon Come in Stocks

Oct 29, 2015 at 13:58

What did the Fed do yesterday? Why, they rolled over once again and held ZIRP. They also got mighty specific with some wording that freaked out precious metals players and…

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