10 Reasons to be Bullish in 2013
I stole this from Barry Ritholtz’s site (via Michael Belkin): Top 10 Reasons to be Bullish in 2013 1) Congress and the Administration have spending, taxes...
Author : PRAGMATIC CAPITALISM
Long Dated Volatilities – A Regime Change?
“The cost of liberty is less than the price of repression.” - W. E. B. Du Bois, American writer The recent significant fall in implicit...
Q4 Earnings Expectations – Then and Now
The US Q4 earnings season kicks off the Alcoa after the markets close today. This Great Graphic is from Briefing.Com, which drew from Factset data....
VIX: Seller Beware
It is amazing what a new year and abundant investor liquidity can do. Despite the tax increase that really does nothing material to balance the...
Rail Traffic Declines to Start 2013
The first reading on rail traffic showed a modest decline to -0.1%. The beginning of the year is usually a volatile period for rail traffic...
Read of the Day: Keep Investing Simple
Some good insights from a guy named Barry Ritholtz. He writes a blog or something . You may have heard of him: BR’s Guide...
Byron Wien: 10 for 2013
As always, Byron Wien of BlackRock issues his 10 for 2013 (Via Business Wire): Byron’s Ten Surprises for 2013 are as follows: 1. Iran announces...
Wishful Thinking
Here’s an interesting graphic from the Wall Street Journal . It shows the Fed’s economic forecasts compared to the actual economic outcome. As you can...
The Biggest Problem with Modern Macro…
There’s been a lot of ink spilled in recent weeks over the problems (or lack thereof) in modern macroeconomics (see here and here ). I’ve...
The Success Indicator
2012 – I barely knew you. Another year has passed and another one is ahead. This is the single best of time year when you...