How Traders Think About Tragedy
Well, it took your average institutional stock investor all of about four hours to digest the shock and horror of the devastation wrought by the earthquake in Japan, and start thinking about the...
View ArticleBaron Rothschild Didn’t Live in the Nuclear Age
As if to illustrate our post this morning, and to illustrate just how jittery the market is, and to painfully illustrate just how dangerous the situation in Japan is still, the news late this morning...
View ArticleYin and Yang of the Global Economy (Yang Edition)
I found an interesting contrast between this outlook, from Ed Yardeni, president of Yardeni Research, and this one from Peter Morici. What I find interesting is the divergence; two guys who from my...
View ArticleYin and Yang of The Economy (Yin Edition)
Now, as opposed to Yardeni’s sunny view, here’s another take, from the University of Maryland’s Peter Morici, who’s in what seems to be a very small camp of people looking at everything going on in the...
View ArticleAmong Your (Long) List of Concerns: Oil
Crude prices are back over $105 a barrel, something that until the Japanese calamity was a major story, given the wide implications. There is not a single aspect of the global economy that isn’t...
View ArticleThink We’ve Got Inflation Now? Just You Wait
Don’t worry, inflation may be a bit painful now, but it will pass…kind of like a kidney stone. From USA Today, the head of Wal-Mart expects more pain for consumers: U.S. consumers face “serious”...
View ArticleInflation Hawks, Inflation Doves, Ireland and the Dollar
I sat in a room with these three guys – John Mauldin, Marc Chandler and Christian Menagatti — for an hour yesterday along with a handful of other reporters, and it was completely fascinating, so the 35...
View ArticleWe Need Some Adults in Here
Corn’s at an all-time high, supposedly on surging demand. But just remember that whatever such increases there are, it’s primarily not going into people’s bellies, but their gas tanks just as crude oil...
View ArticleWe’re Still Here
First, dear readers, an apology. We’ve been pretty consumed with the live launch of the Markets Hub, and that combined with our regular job, the Market Talk service for the Newswires, plus features...
View ArticleMarkets Hub: Goldman, J&J and Ben Stein
Big show today, markets trying to rebound after yesterday’s sell-off, earnings from Goldman and J&J as well as a look at this afternoon’s earnings, and author, economist and sometimes actor Ben...
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