When looking back on a year, it’s only natural that events later in the year receive added emphasis. The DJIA made it within 23 points of the [...]

Italian bank stocks (FTSE Italia bank index) declined a modest 2.3% Monday on the back of Sunday’s resounding defeat of Italian Prime Minister [...]

The trading week saw WTI crude surge 12.2%. The GSCI commodities index jumped 5.8%. Wheat dropped 3.6% and corn fell 3.1%. Italian 10-year yields [...]

“Why is the United States, with the world’s largest economy, borrowing heavily on international capital markets–rather than lending, as [...]

“One trouble with every inflationary creation of credit is that it acts like a delayed time bomb. There is an interval of indefinite and sometimes [...]

The S&P500 jumped 2.3% Monday in what appeared growing confidence that Hillary Clinton was on the verge of becoming the next POTUS (buoyed by [...]

As a determined analyst, I’m as committed as ever to remaining “fiercely independent.” This must at least partially explain why I’ve tended [...]

October 28 – Bloomberg (Eliza Ronalds-Hannon and Claire Boston): “After all central bankers have done since the financial crisis to prop up bond [...]

It’s been a full seven days since a CBB focused on China… Important – confirmation of the thesis – data again this week. October 21 – [...]

There’s this uneasiness – an eeriness – in the markets; in the world (I’m not touching politics). Seemingly out of nowhere, the U.S. dollar [...]

Clearly, the National Hurricane Center, The Weather Channel, meteorologists and disaster consultants have succumbed to the cult of fear mongering. [...]

September 30 – Wall Street Journal (James Mackintosh): “Lehman failed the way all banks fail: It ran out of cash and liquid assets it could [...]