Everyone knows commodities are on a tear. But have they considered the Fed’s to blame?
Global monetary policy is turning into a game of whack-a-mole between central banks, and a dangerous game at that.
David Tepper may be a superstar, but I have to throw the flag on his view that now is the time to buy stocks.
Credit is the lifeblood of capitalism, but when it gets too easy it’s no longer about productive investment.
Never mind the rally in bond prices, look at spiking precious metals and what they may be telling us.
After all the Fed has done, only some asset prices are back to where they were at the start of this Great Recession, and that can’t be good.
As long as the jobless rate remains high, a true end of the credit crisis will remain elusive.
Stock and bond prices are still moving in the same direction. Are they both right?
Intel’s second-quarter earnings this year and last coincided with very similar charts on the S&P 500. But will this year’s formation lead to a breakout for stocks like last year?