Monthly Archives: April 2015

I don’t agree with all of Barney Frank’s take on the origins of the financial crisis (he and others under the Bush administration failed to rein in the mortgage underwriting of Fannie and Freddie that played a major role in … Continue reading →

“There’s a significant and growing disparity between the stock market and the economy,” Billionaire Sam Zell said on CNBC’s “Squawk Box.” “I’m looking for demand, and I find very little of it.” U.S. multinational companies are facing significant competition overseas … Continue reading →

US margin use (borrowing to buy securities) peaked this cycle in February 2014 and has moved ever so slightly lower since.  Historically when margin balances stop expanding, they begin contracting and bear markets have followed within a matter of months.  … Continue reading →