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Monthly Archives: May 2012
US housing: further downside of 20% to complete mean reversion
Pimco’s Mark Kiesel and Gary Shilling debate US housing prices. Housing is an example of how the downdraft of bubble excess has a gravity greater than all the government intervention to stop the natural, inevitable course of mean reversion. One … Continue reading
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Farage: “break up the Euro and restore human dignity”
More on the real life harm stemming from the insistence to maintain the status quo ideology of a common currency in the Eurozone. I think the most helpful perspective on present conditions is not to think that the economy will … Continue reading
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A warning for stocks?
Forget Facebook. Michael A. Gayed, chief investment strategist at Pension Partners LLC, talks about an alarming spread between junk bond prices (falling) and long treasury prices (rising). This spread typically leads equity markets and has previously served as a warning … Continue reading
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