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Gary Shilling On Debt And Deleveraging Uncategorized

Gary Shilling On Debt And Deleveraging

via paul.kedrosky.com
Jesse Felder
Jesse FelderJuly 20, 2010
I Read the News Today, Oh Boy: What Do BP and Mel Gibson Have in Common? Uncategorized

I Read the News Today, Oh Boy: What Do BP and Mel Gibson Have in Common?

Chart Watchers, It Seems, Are Driving Stocks - WSJ Wall Street's New Rock Stars -…
Jesse Felder
Jesse FelderJuly 17, 2010
Are Stocks Basing or Topping Out? Uncategorized

Are Stocks Basing or Topping Out?

The chart above shows the relative performance of the NYSE Financial Index as compared to…
Jesse Felder
Jesse FelderJuly 16, 2010
Half of the Blue Chip Dow Components Now Yield More Than the Long Bond Uncategorized

Half of the Blue Chip Dow Components Now Yield More Than the Long Bond

The 10-Year Treasury Note currently yields just under 3%. The 15 Dow components above all…
Jesse Felder
Jesse FelderJuly 16, 2010
This Day in History: “Crisis of Confidence” Uncategorized

This Day in History: “Crisis of Confidence”

Reading this again today, I find it still very relevant. Primary Sources: The "Crisis of…
Jesse Felder
Jesse FelderJuly 15, 2010
I Read the News Today, Oh Boy: Govt v Biz Uncategorized

I Read the News Today, Oh Boy: Govt v Biz

Deleveraging in Real Time - AnnalyPrice/Earnings Ratios In Low Interest Rate Environments - Trader's Narrative Are…
Jesse Felder
Jesse FelderJuly 13, 2010
Head and Shoulders Throws a Head Fake Uncategorized

Head and Shoulders Throws a Head Fake

Looks like the break of the neckline wasn't quite the death knell the bears were…
Jesse Felder
Jesse FelderJuly 8, 2010
I Read the News Today, Oh Boy: ‘The Little Economic Recovery Engine That Could…’ Uncategorized

I Read the News Today, Oh Boy: ‘The Little Economic Recovery Engine That Could…’

The Dow yields more than 10-year Treasuries - Felix Doug Kass Calls Another Bottom. He…
Jesse Felder
Jesse FelderJuly 5, 2010
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