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Day: January 7, 2017

How Expensive Is The S&P 500?

How Expensive Is The S&P 500?

January 7, 20172 min read

The path to $130 is paved with pro forma gold and tax breaks.

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2 Comments on How Expensive Is The S&P 500?
Define Irony: Analysts Who Overestimated Stock Returns By 10% See 10% Gain Ahead For Very Same Stocks

Define Irony: Analysts Who Overestimated Stock Returns By 10% See 10% Gain Ahead For Very Same Stocks

January 7, 20173 min read

As I think I’ve made abundantly clear by now, you should take analysts’ “projections”  with a grain (or perhaps a whole shaker) of salt. The truth is,

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Your Complete Guide To Trump’s “Contract” With Voters

Your Complete Guide To Trump’s “Contract” With Voters

January 7, 20171 min read

As Boeing, Lockheed Martin, GM, Toyota, Honda, Mazda, and Nissan have recently discovered, Donald Trump prefers to conduct policy via Twitter. It’s quicker than navigating the

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4 Comments on Your Complete Guide To Trump’s “Contract” With Voters
Why Chinese Banks Are Especially Vulnerable To Higher Funding Costs

Why Chinese Banks Are Especially Vulnerable To Higher Funding Costs

January 7, 2017January 7, 20172 min read

Those of us who think it’s important to track developments in China’s economy and financial system had our work cut out for us this week.

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Another Saturday In Bizzaro World

Another Saturday In Bizzaro World

January 7, 20173 min read

We’re living in a Salvador Dali painting…

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10 Comments on Another Saturday In Bizzaro World

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