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

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

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

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

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

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

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 cover to delay [...]

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 [...]

The week commenced with yet another “flash crash.” The August 2015 version was notable for its ferocity and impressive global scope. Then there was the [...]

August 17 – Reuters Breakingviews (Edward Chancellor): “Financial markets, like religions, are faith-based networks. The complex structures of assets and [...]

I figured I would surprise readers this week and focus on China. There’s been a lot written and spoken this past week. My challenge is to put Chinese [...]

I figured I would surprise readers this week and focus on China. There’s been a lot written and spoken this past week. My challenge is to put Chinese [...]

There just can’t be a more fascinating endeavor in finance (anywhere?) than analyzing Credit and speculative Bubbles. Such undertakings do not come without [...]

In a tiny subsection of the analytical world, analysis is becoming more pointed and poignant. I appreciate Bill Gross’s August commentary, where he [...]

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