Category Archives: Main Page

“Not so common sense’ for the week of Oct 5 2013

This week’s podcast: “The dead weight of entitlement thinking” Here is a direct video link. This remarkable series of charts underlines some of the Fed-induced trends in income divergence that I speak about in this week’s podcast. Tech note: Youtube … Continue reading →

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Capital risk at cycle highs

Breadth and volume continue to fall as margin debt is at all time highs. We have seen this film before. Remember the definition of insanity? Here is a direct video link.

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Q3 earnings weakening at a record pace as US stocks soar

So far third quarter earnings for the S&P are remarkable for their disappointment. But as one of the guests in this clip points out, the good news is the Fed is still doing QE right, so no one has to … Continue reading →

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