The Rationale of a “Balance Sheet Recession”
Barry Ritholtz makes a great point today in a piece titled, "Why Aren’t Banks Lending?…
Jesse FelderDecember 23, 2009
Bend Home Prices Hammered in Q3
Bend: from the most-overvalued home prices in the country to the hardest hit home prices…
Jesse FelderDecember 21, 2009
The “Real” Mega-Bear Markets
Great chart here from Doug Short comparing the S&P 500 from 2000 to today to…
Jesse FelderDecember 21, 2009
Mr. Market Makes the Case Against Traditional Asset Allocation
So it turns out I started my investment company just at the dawn of the…
Jesse FelderDecember 21, 2009
Links, Lyrics & Laughs: The Spirit of Christmas
Gold Is the New Tupperware, and You're Invited to the Party 4.22 Citi Shares For…
Jesse FelderDecember 19, 2009
Stocks Hang Tough Ahead of the Holidays
SPY is clinging to both the uptrend line and the 50-day moving average here as…
Jesse FelderDecember 18, 2009
Recovery Reality Check
Comstock Partners, a rare bear in today's market, makes the case for a "balance sheet…
Jesse FelderDecember 18, 2009
Deflation Is Nigh
Great chart here of reconstructed M3, the broadest measure of the money supply, (the official…
Jesse FelderDecember 18, 2009