Category Archives: Main Page

Real bottoms deflate valuations and hubris

Late cycle-performers, financials and energy are now rolling over to confirm the bear market that small-cap stocks began last November (the Russell 2000 is -16% since). Word to the wise, as we move now into the slowing growth and inflation … Continue reading

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Danielle’s bi-weekly market update

Interest rates, mortgage rates, real estate, equities, and more in this discussion. Danielle was a guest with Jim Goddard on Talk Digital Network, talking about recent developments in the world economy and markets.  You can listen to an audio clip … Continue reading

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Grantham: asset super bubbles imploding, prices heading down to mean

We interrupt the mayhem in global asset markets for some rare and valuable context,  see Jeremy Grantham doubles down on crash call, says sell-off has started: In a note posted Thursday, Grantham, the co-founder of Boston asset manager GMO, describes … Continue reading

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