February 15, 2016

Paul Krugman has a post up highlighting some of the lessons we’ve learned since 2008. He’s using a Liquidity Trap model, which, regular readers know I’ve been very critical of (see here and here for some exciting reading on this).* But I wanted to highlight a

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We are sure this is nothing to be worried about – and is likely just “transitory” – but just in case, here is some more recession-fiction to peddle… Yet another weekly cut in forward earnings estimates for US equities…   Source: @Not_Jim_Cramer

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We start with some observations on the latest developments in the global credit and rate markets (from Merrill Lynch, Citi, CS, Morgan Stanley and others). Bank Credit 1. Bank CDS spreads are catching up with bank bond spreads which have been

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“Is it risky?” is one of the first questions you should ask about a new investment. Everyone wants investments with low risk and high returns, but it’s not always realistic. And most importantly, we all have a different feeling about

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Over the weekend, the following happened: China’s exports and imports fell by 11.2% and 18.8%, respectively, numbers which, for a trading power, are nothing short of apocalyptic. Japan’s Q4 GDP shrank at an annualized rate of 1.4% which, for a

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Though the cyber security industry has lost its momentum in the past several months, partially due to the weakness in the broad technology sector, it is poised for exponential growth in the coming years in the face of increasing cybercrime

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Individuals are consistently promised that investing in the financial markets is the only way to financial success. After all, it’s so easy. Financial pundits across the country state the one simply buys a basket of mutual funds and they will

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It is now self-evident to any sentient being (excludes CNBC shills, Wall Street shyster economists, and Keynesian loving politicians) the mountainous level of unpayable global debt is about to crash down like an avalanche upon hundreds of millions of willfully

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Photo Credit: Scott Beale Rackspace Hosting, Inc. (RAX) Information Technology – Internet Software & Services | Reports February 16, After Market Closes Key Takeaways The Estimize consensus is calling for EPS of 0.24, 1 cent higher than Wall Street, and revenue expectations

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Negative interest rates are becoming more and more in vogue and that could be good news for gold. Last week, Sweden’s central bank plunged a key interest rate even deeper into negative territory. Riksbanken slashed the rate from negative 0.35% to negative

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