Will the Recent Weakness in M&A Activity Persist?
The volume of mergers and acquisitions (M&A) in the US remains anemic. Even the highly anticipated Dell transaction fell through (see WSJ story). In spite...
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The Underground Correction is Underway
Treasuries, REITs and Japanese stocks have been hammered this past week. On top of that, we’ve seen notable risk aversion in many high beta names,...
Stocks to Watch: BBRY, LULU, FB, VHC, VVUS
Research In Motion (NASDAQ:BBRY) – As of May 15th almost 36% of the float is short ( short interest increased to about 170.6 Million shares,...
The Breathtaking Rally Could Be Running Out of Steam
Yes, we’ve seen this movie before and it ends badly. Not only has the little-guy investor joined the stock party, but they are doing so...
The Housing Conundrum
House prices in the UK are too high. How much too high they are depends on where you are: house prices have been rising in...
Many Conservatives Don’t See a Reason to Celebrate the Shrinking Deficit – Here’s Why
Paul Krugman wants to know why there are no deficit celebrations. He says: “For three years and more Beltway politics has been all about the...
Why, Yes! Of Course! The Voters Will Vote to End Social Security, Medicare, Dodd-Frank and the EPA…
Well, that didn’t take long, did it? It began yesterday morning, with a Politico article by Jim VandeHei and Mike Allen, and an accompanying video...
Fears of an Imminent Policy-Driven Collapse in Stock Prices are Over-Exaggerated
Thinking further about this from Friday’s Jon Hilsenrath Wall Street Journal article: Stocks and bond markets have taken off since the Fed announced in September...
Just How Polarized is the US Congress?
The public is often amazed at Washington’s inability to solve problems. Some have attributed that constant impasse to polarization in Congress – with very little...
Armageddon for Muni Bond Holders Lies Ahead
The Securities and Exchange Commission is worried that municipal bankruptcies, combined with an expected spike in interest rates, means that the muni bond market could...