Crisis

This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. • Harry Markopolos (BusinessWeek):  How I got the goods on Madoff, and why no one would listen, March 11,…Read

The most important dividend events of the past week included news that have regulators warning financial companies to restrict dividend increases and stock buybacks for the near future. According to Reuters, executives from…Read

(This guest post previously appeared at the author's blog) China has been and remains the strongest leg of the economic recovery. While most other countries remain entangled in a weak recovery or no recovery at all, Chinas…Read

The EU Policy Meeting Is The Likely Big Event This Week Either IF It Clearly Shows It Has a Rescue Plan, OR, Clearly Shows It Does Not.The Other Potentially Big Event: If Fed rate decision or statement is surprisingly hawkish,…Read

According to a gauge derived from data compiled by The American Association of Individual Investors [AAII], bullishness on U.S. stocks is beginning to emerge after the markets rally in the past year. The latest AAII Sentiment…Read

In "The Big Short: Inside the Doomsday Machine," Michael Lewis does a nimble job of using the stories of handful of investors, who were aghast at the madness they saw on the Street and who used their prescience to make a fortune…Read

What Many Men Missed: 1-year returns of 53.2% for the S&P500, and 46.8% for the DJIA ( click to enlarge)From the NY Times, “How Men’s Overconfidence Hurts Them as Investors“:Men and women invest…Read

This blog's first post was concerned about the sustainability of the US AAA rating back in April 2005. 5 years later, Moody's follows suit.From Blooomberg:The U.S. and the U.K. have moved “substantially” closer to losing their…Read

China has been and remains the strongest leg of the economic recovery. While most other countries remain entangled in a weak recovery or no recovery at all, Chinas economy appears to have surged back to its pre-crisis…Read

A lot has been written and said in the past few weeks about CDS. Almost all of it has been bad press for the poor boys who write and trade this stuff for a living. Heads of State, leading academicians and economists, the MSM and…Read

M.S.Climate change and the media: Journalistic malpractice on global warming John Quiggin: Four lies and an empty set …Read

According to a gauge derived from data compiled by The American Association of Individual Investors (AAII), bullishness on U.S. stocks is beginning to emerge after the market’s rally in the past year.The latest…Read

Shrugging off some lingering reminders of the credit crisis and recession, investors last week marked the one-year anniversary of the bear market low by pushing many benchmark equity indices to cycle highs. Wall Street scaled…Read

Im having writers block this weekend.Usually when I cant think of what to write it helps me to go over our portfolios so I started this morning reviewing the Buy List but I didnt get far because it was silly. Of 43 plays on the…Read