Category Archives: Market Commentary

The Dangers of a Stock Market Melt-Up – NYTimes.com

The Dangers of a Stock Market Melt-Up – NYTimes.com.

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Economic Theory, via YouTube and Cartoon – NYTimes.com

Economic Theory, via YouTube and Cartoon – NYTimes.com. Ray Dalio, the 64-year-old founder of Bridgewater Associates, the largest hedge fund in the world with some $150 billion under management, has quietly begunteaching his investment secrets on YouTube. Mr. Dalio, who … Continue reading

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Upside: Stocks Send Warning Signals – WSJ.com

Upside: Stocks Send Warning Signals – WSJ.com.

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Hussman Funds – Weekly Market Comment: A Reluctant Bear’s Guide to the Universe – February 4, 2013

Hussman Funds – Weekly Market Comment: A Reluctant Bear’s Guide to the Universe – February 4, 2013.

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PIMCO | Investment Outlook – Credit Supernova!

PIMCO | Investment Outlook – Credit Supernova!. So our credit-based financial markets and the economy it supports are levered, fragile and increasingly entropic – it is running out of energy and time. When does money run out of time? The countdown … Continue reading

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Where to Invest While Markets Remain ‘Risk-On’ – Bloomberg

Where to Invest While Markets Remain ‘Risk-On’ – Bloomberg.

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Dollar Thrives in Age of Competitive Devaluations – Bloomberg

Dollar Thrives in Age of Competitive Devaluations – Bloomberg.

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Why Deleveraging Still Rules Markets in 2013 – Bloomberg

Why Deleveraging Still Rules Markets in 2013 – Bloomberg.

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