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
If the Banking System Is Healthy Again Why is the FDIC Preparing for More Failures?
It's back to business on Wall Street. Banks, now sporting excess reserves, are repaying the…
Jesse FelderDecember 17, 2009
Bears Nearly Extinct Among Individual Investors
The chart below shows the last three times that the AAII Sentiment Survey has read…
Jesse FelderDecember 17, 2009
Financials Foreshadowing a Top?
The financials led the market into the credit crisis and stock market plunge that began…
Jesse FelderDecember 16, 2009