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2010
January 2010
2010 Forecast: The Year of Uncertainty: 11 January 2010
When the Fed Stops the Music: 18 January 2010
2009
December 2009
Conversation with John: 7 December 2009
2009
April
April 20: The trend might not be your friend
April 13: Is that recovery we see?
March
March 31: Why bother with bonds?
March 23: Solving the housing crisis
March 16: The Swiss start their engines
March 9: The Law of unintended consequences
March 2: Buy and hope investing
February
February 23: While Rome Burnns
February 16: Time for a reality check
February 9: Thoughts on the continuing crisis
January 26: Here comes TARP 3 and 4
January 19: The Endgame
January 12: Forecast 2009: Deflation and Recession
January 5: 2008 - Annus HorribIlis, RIP
2008
December
23 December: I meant to do that
17 December: Some things that just should not be
1 December: The Financial fire trucks are gathering
November
24 November: Leverage is an 8 letter word
10 November: The problem with deleveraging
3 November: Electing the Janitor-in-Chief
October
27 October: How shall we invest?
20 October: The Economic blue screen of death
13 October: Where do we go from here?
6 October: The curve in the road
September
29 September: Who's Afraid of a Big, Bad Bailout?
22 September: Betting on a financial armageddon
15 September: Housing: Are we near the bottom?
8 September: Thoughts on the continuing crisis
August
25 August: It's more than Fannie and Freddie
11 August: The rise of a new asset class Part 2
4 August: The rise of a new asset class
July
28 July: Earnings and Mr Bear
30 June: The slow motion recession revisited
23 June: Warren makes a bet
9 June: : When bubbles collide
2 June: The Problem with the Euro
May
19 May: The Fed at the crossroads
12 May: Why investors fail
5 May: Lies and other statistics
April
29 April: The velocity of money
21 April: The muddle through question
14 April: Is it a bull, bear or cowardly lion market?
March
31 March: Where is the bottom in housing?
24 March: Thoughts on the continuing crisis
February
29 February: Stagflation and the Fed
23 February: The muddle through Fed
16 February: What would Warren do?
11 February: Consumers, Credit and Complications
4 February: What does a recession look like?
28 January : What does the Fed know?
21 January: More BLS BS
14 January: What are they thinking?
7 January: Recession and recovery
2007
Desember
3 December: The financial fire trucks are gathering
18 December: Things that go bump in the night
November
19 November: How do you spell stagflation?
12 November: Credit crisis to credit crunch
October
29 October: As the subprime turns
22 October: Taking out the SIV garbage
15 October: The GDP equation
8 October: The slow motion recession
1 October: The return off muddle through
September
25 September: Sea change at the Fed
17 September: The black swan
10 September: Should the Fed cut interest rates?
3 September: Hope is not a strategy
August
20 August: The panic of 2007
13 August: The Fugu ultimatum
6 August: The mortgage pig in the Python
July
30 July: The subprime virus
23 July: Fun in the subprime summer
16 July: The birth/death ratio
9 July: Where is the real risk in the subprime debacle?
2 July: $250 billion in subprime losses?
June
25 June: Blame it on stability
18 June: Be careful what you wish for
4 June: A little discretionary spending, please
May
28 May: The US mortgage market - overexposed and overrated
21 May: Are we there yet?
7 May: Stuck in the middle with you
April
30 April: The last bear standing
23 April: What? Me worry?
16 April: What does a dollar of debt get you?
2 April: Draw the curve, then plot the data
March
26 March: All subprime, all the time
19 March: The fingers of housing instability
12 March: China and the hedge fund dragon
5 March: The end of complacency
February
26 February: The 51,9% recession
19 February: Gold, housing and the yield curve
12 February: Out of Africa
5 February: The raging bull
January
22 January: Capital keeps falling on my head
15 January: Should oil be $40 or $70?
8 January: Forecast 2007: The Goldilocks Recession
2 January: Real estate and the post-crash economy
2006
December
18 December: Party like it's 1999
11 December: When will the housing market bottom?
4 December: The recession of 2007
November
27 November: Its all about your time frame
20 November: The coming collapse in housing
13 November: Honey, I created a bubble
6 November: The return of the muddle through economy
October
30 October: That stubborn yield curve
23 October: That permanently high plateau
16 October: Some Additional Firming?
9 October: The Inflation Expectations
2 October: Trim Inflation Now
September
26 September: A Visible Slowdown
18 September: A Kinder, gentler Mr Market?
11 September: The fat lady hasn't sung
4 September: Deja vu all over again
August
28 August: Fingers of stability
21 August: Goldilocks and just one bear
14 August: Economic whiplash
7 August: A thousand barrels a second
July
31 July: The return of stagflation
24 July: Goldilocks or Micawber?
17 July: The possibilty of a recession
10 July: The end of medicine
3 July: What the Fed really said
June
26 June: 2006 Mid-year forecast
19 June: The problem with indexes
12 June: Central bankers of the world, unite again!
5 June: Its all about the data
May
5 May: It's value time again
28 April: To pause, or not to pause?
21 April: Islands of stability
