Category Archives: Main Page

Yen carry unwind stalking stocks

The Japanese Yen rebounded against the U$ from June 2007 to March 2009 (left green arrow below) prompted highly levered traders to unwind negative carry by selling stocks (S&P 500 in navy) and paying back Yen-based speculation loans. More recently, … Continue reading →

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Hussman: Rounding the Bubble’s Edge

Great historical view from 30,000 feet…. Rounding The Bubble’s Edge – Hussman Weekly Market Comment 4/11/16 https://t.co/u3T2uS1uPMpic.twitter.com/jiUorSInvs — HussmanFunds (@HussmanFunds) April 11, 2016

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Sober thoughts on tax, budgets and compromise

Former Clinton Chief of Staff Erskine Bowles, and former Sen. Alan Simpson, (R-Wyo.), defend the Simpson-Bowles debt plan, the need to raise tax revenues and why Grover Norquist “is a fraud.  Here is a direct video link. “Compromise is not … Continue reading →

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