The “Granddaddy of All Bubbles” thesis rests upon the view that the world is in the midst of the precarious grand finale of a multi-decade global [...]

Bloomberg: “The October Jobs Report Gives Fed Officials a Green Light to Raise Rates.” With global “risk on” back in full swing, the focus of [...]

October 30 – BloombergView (By Matthew A. Winkler): “Ignore China’s Bears: There’s a bull running right past China bears, and it’s [...]

More than two months have passed since the August “flash crash.” Fragilities illuminated during that bout of market turmoil still reverberate. [...]

October 16 – Wall Street Journal (Alan S. Blinder and Mark Zandi): “Don’t Look Back in Anger at Bailouts and Stimulus… Logic dictates that [...]

Dr. Bernanke has referred to understanding the forces behind the Great Depression as the “Holy Grail of Economics.” I believe understanding the [...]

October 2 – Reuters (Ann Saphir): “Letting the U.S. economy run at ‘high-pressure’ for a while by keeping interest rates relatively low will [...]

The Federal Reserve is flailing and global currency markets are in disarray. Notably, the Brazilian real dropped more than 10% in five sessions, [...]

The Federal Reserve is flailing and global currency markets are in disarray. Notably, the Brazilian real dropped more than 10% in five sessions, [...]

September 18 – Reuters: “The world’s leading central banks are facing the risk that their massive efforts to revive economic growth could [...]

Let’s this week begin with a cursory glance at the world through the eyes of the bulls. First, the global backdrop provides the Fed convenient [...]

Too often it’s as if I’m analyzing an altogether different world than conventional analysts. My strong preference is to be viewed as an adept and [...]