Men at Work

Keith Schneider | December 28, 2014

Last week we highlighted how Putin might maneuver on the global chessboard and cozy up to Turkey to prop up the failing Russian economy and check the west. He made some key moves this week, cancelling a strategic pipeline project …


Triple Play

Keith Schneider | December 22, 2014

Since the year is just about up and the performance numbers are just about finished, barring an unusual end of year reversal of historic proportions, all US asset classes have put in a stellar performance. What is most unusual however …


Historical or Hysterical

Keith Schneider | December 15, 2014

Equity markets finally succumbed this week (SPY down 3.6%) to tanking oil prices and crashing junk debt pressured by possible defaults in the oil frack patch. This week’s drop was one of the worst weekly performance in years. One might …


QE Worked! (Even better if you have a Bachelor's degree)

Mish Schneider | December 7, 2014

Here’s a new idea. The Fed’s QE worked!

If you’re about stop reading in disgust at the thought of having to read such rubbish, let me assure you that you and I most likely agree on several other ideas such …


Too Much Dead Weight?

Mish Schneider | November 30, 2014

The Bull in this market is pulling a lot of dead weight!

According to Barron’s this week, “less than 15% of the money managers who actively select stocks are ahead of their benchmarks” this year.

Well, I’m not surprised. 2014 …


Snuggles With Putin

Keith Schneider | November 17, 2014

Putin left this week’s G-20 meeting being held in Australia early, but not before a snuggle session with an uneasy Koala Bear. Historically speaking, snuggle sessions and G-20 meetings have had little impact on the markets even when measured by …


Nuclear Melt-ups

Keith Schneider | November 9, 2014

The recent nuclear melt up of the US Equities markets right on the heels of what was looking like a meltdown to the core, finally had the markets mainly in digestion mode over the past several days.

Last week, the …


Apocalypse Later

Keith Schneider | November 3, 2014

This week Fed Reserve chairperson Yellen managed to end quantitative easing without causing a financial meltdown. Just two weeks ago the market was a in free fall, but by the close of the month have more than managed to keep …


Who are Those Guys

Keith Schneider | October 27, 2014

After the swift drop over of almost 10% in the S&P 500 over the past several weeks, the market came back with a vengeance. Initially, the selloff brought the bears out of the woods and shook off even diehard bulls …


Bring Out Yer Dead

Keith Schneider | October 19, 2014

Monty Python and the Holy Grail (1975)

Is life and finance imitating art?  Amid the expanding Ebola pandemic, getting treatment for Ebola in Africa is very difficult, however getting people to the morgue is easy. In fact, there are reports …