Category Archives: Main Page

As we warned that it would, the strong U.S. dollar is posing a triple threat to U.S. earnings.  Here is a direct video link. Most importantly for stock prices, this is coming at a time when S&P earnings have been … Continue reading →

Actually the time for “big changes in banker pay” came years ago back in the 2008 collapse, but we will take the changes as soon as we can get them… After 6 years of token gestures and tinkering at the … Continue reading →

Gary Shilling’s monthly missive “The Robust Buck” (subscription only) takes a detailed look at the forces that have been strengthening the US dollar since 2008 and the negative effects this is having on commodity prices, exports and US corporate profits. … Continue reading →