Good Evening: Without much more to go on than just the afterglow surrounding yesterday’s stock market rally, our capital markets struggled during most of Wednesday’s session. Stocks did manage to hold on to yesterday’s gains, but it seemed as if investors were waiting for more info...

Paul Brodsky & Lee Quaintance run QB Partners, a private macro-oriented investment fund based in New York. This month we identify the nexus of the current economic problems and propose a solution to fix them. We discuss why we think our proposal would work, why some policy makers probably alread...

Here is our latest comment in The Institutional Risk Analyst: http://us1.institutionalriskanalytics.com/pub/IRAstory.asp?tag=346 We end the interview with a four point proposal for the banking mess: 1) President Obama, flanked by Fed Chairman Ben Bernanke and FDIC Chairman Sheila Bair, to lead G-10 ...

Words from the (investment) wise for the week that was (March 2 – 8, 2009) “Down, down, deeper and down”. So goes the chorus of a Status Quo song, but it is eerily starting to sound like the stock markets’ anthem. Another week and another plunge of equities on fears about the int...

The Law of Unintended Consequences March 6, 2009 By John Mauldin Unintended Consequences The I-Factor Rating Agencies Gone Wild Knights to the Rescue ~~~ Rules have consequences. And sometimes they have unintended consequences. If I told you that the US government was going to give multiple tens of ...

Good Evening: Today turned out to be another brutal day in our capital markets. Investors ignored the usual advice of not getting too involved in the markets on the day prior to unemployment figures are due to be released, and stocks finished the day at their lowest levels since a year or two before...

Words from the (investment) wise for the week that was (Feb 23 – Mar 1, 2009) Battle-weary investors remained skeptical of a banking quick fix and endured more grim economic fodder during the past week, causing US stocks to hit their lowest level since 1997. After the worst January (-8.8%) on reco...

Marshall Auerback is a Denver, Colorado-based global portfolio strategist for RAB Capital plc and a Fellow with the Economists for Peace and Security (http://www.epsusa.org/). He is a frequent contributor to the blog, Credit Writedowns, and the Japan Policy Research Institute (www.jpri.org) and a ne...

Buy and Hope Investing February 27, 2009 By John Mauldin More About the Long Run Stocks for the REALLY Long Run If You Don’t Like the Numbers, Then Change Them Buy and Hope A Few Thoughts on Taxes and Budgets Nouriel Roubini, Yahoo Tech Ticker, and Me New York, Las Vegas, and La Jolla ~~~~ Thi...

Daily Double: Mayer on CDS/Roubini on the Banks Below is an excerpt from our latest comment.  You can read the entire thing with the  great contribution from Marty Mayer on CDS and our comments on same at American Enterprise Institute yesterday in The IRA. – Chris Next we turn to our friend ...