A Friday Bloomberg headline is a good place to begin this week’s CBB: “Emerging Market Currencies Tumble to Record Low in ‘Violent’ [...]

I’ve had similar feelings before, though I recall being less apprehensive.  The years 1999 and 2007 are etched upon my mind.  The [...]

The Shanghai Composite rallied 10% this week, enjoying the “biggest two-day rebound since 2008.” Friday saw Germany’s DAX surge 2.9%. French, [...]

The Shanghai Composite rallied 10% this week, enjoying the “biggest two-day rebound since 2008.” Friday saw Germany’s DAX surge 2.9%. French, [...]

So how big of a deal is the Triad of Turmoil unfolding in Greece, China and Puerto Rico? Thus far, general contagion has been minimal. Bullish [...]

My Mac is on a moving truck somewhere between Pittsburgh and Eugene.  Moving cross-country entails some work.  But it’s exciting to be [...]

My apologies.  I had commitments today and was unable to find the time to write. For the Week: The S&P500 declined 0.7% (up 1.6% y-t-d), and [...]

In its basic form, Credit is someone’s promise to pay “money” at some point in the future. Credit instruments are an “IOU.” Importantly, [...]

The Peterson Institute for International Economics this week held it’s sixth annual “Fiscal Summit,” a wide-ranging and critical discussion of [...]

As an analyst of Bubbles, I’ve grown convinced of some things: First, it’s vital to recognize Bubble distortions early before they become deeply [...]

Bill Gross penned another interesting commentary, “A Sense of an Ending.” The title comes from a Julian Barnes novel, of which Gross pulls the [...]

May 1 – Reuters (Jamie McGeever): “The calm on global financial markets masks a growing threat to their smooth functioning should shrinking [...]