How Much Larger Could the Budget Deficit Be?
This one’s really going to throw everyone for a loop. Now, I know all we can talk about these days is how to cut the...
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Platinum Coin Easing
Here we go again. It looks like the debt ceiling is going to become a problem in the coming months. It’s ridiculous and I’ll tell...
Twelve Nice Setups from the Evil Lair
Participation on the equity side has but disappeared – we are talking a complete flatline since the NYSE open. The honeypot game continues and I...
P&C Insurers: Fact And Fiction
When I was half my current age, an actuary in my life insurance firm said to me, “Property-Casualty insurance is not real insurance. When they...
The Best Performing Emerging Markets Right Now
Utilizing the Financial Times Global Equity Macromap (which is found in the sidebar at the FT’s beyondbrics blog) I made the observation that the five...
FDIC reports Fewer Problem banks, Total REO Declines in Q3
The FDIC released the Quarterly Banking Profile for Q3 today. "Commercial banks and savings institutions insured by the Federal Deposit Insurance Corporation (FDIC) reported aggregate...
Inflation Slows As S&P 500 Gets Cheaper
The Dallas Fed reported a few minutes ago the 12mo Trimmed Mean PCE for October at 1.7%-see the tables of data below. Several months ago...
Russians May Soon Get a More Diversified Economy
The Russian market, at about 7.1 times trailing earnings, is one of the cheapest by earnings multiple of any other on the planet. So why...
Aswath Damodaran on Facebook’s Valuation
Facebook posts its biggest monthly gain since its IPO in November, Aswath Damodaran, NYU Finance, who teaches value investing talks about the company, which he...
Small Business Confidence Takes a Nosedive
More evidence of the growing disconnect between consumer confidence (still at or near a recovery high) and small business confidence (recently tumbling from a recovery...