I’ve been reviewing my posts and articles from the last time we went down the debt ceiling crisis road, and I’ve been marveling a bit. Trillion-dollar coin indeed! That post proved to be prescient in a lot of ways, although … Read more
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Each week I feel like a one-person research or reconnaissance staff looking through the information clutter trying to avoid Improvised Explosive Devices (IEDs). I hope to dance through the minefield that is out there. Like most destructive forces, IEDs are … Read more
Leave a CommentThe Enron collapse now seems like a distant memory, and its scale is so tiny compared to the 2008–09 financial crisis that it almost feels like it wasn’t really that bad.
But it was.
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Conventional wisdom says that if you want to make money in the stock market, you need to exercise fanatical discipline and develop unique competence as an investment analyst. Lars Kroijer thinks that’s all kind of a waste of time for … Read more
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Today’s most shared: What would default look like? How Jeff Bezos achieved world domination in retail… Yellen’s high school writings.. GOP ratings sink amid showdown. 1. What would default look like? Marginal Revolution shared by @TheStalwart, @ModeledBehavior, @EconBrothers, reddit/Economics and … Read more
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StreetEYE.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting here. 1. Obama is … Read more
Leave a Comment StreetEYE.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting here. 1. House GOP … Read more
Leave a CommentWhat if you could invest in something that has retained all the worst qualities from different asset classes? Would you buy it? Let me present what I think is the very worst investment in the world: VXX. The VXX is … Read more
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Value in the fixed-income markets, as in other asset classes, is driven in large part by fear and greed. The easy monetary policy communicated to the market through “QE infinity” in fall 2012 fueled a chase for yield that was already strong. … Read more
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