January 8 – CNBC (Ritika Shah): “Billionaire investor Mark Cuban is ‘doing nothing’ about the market sell-off. In his latest note to his [...]

The year 2015 was extraordinary. Incredibly, despite powerful confirmation of the bursting global Bubble thesis, market optimism remained deeply [...]

They finally did it – 25 bps, for the first rate increase since 2004. Surely it’s the most dovish Fed “tightening” ever. Indeed, it was [...]

Global markets have found themselves again at the precipice. My sense is that everyone’s numb – literally dazed and confused from prolonged [...]

Friday’s 370-point surge in the DJIA quickly erased memories of the rough session throughout global financial markets the previous day. It’s [...]

All great monetary fiascos are forged upon a foundation of misperceptions and flawed premises. There’s always an underlying disturbance in money [...]

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 [...]