Archive For: July 2016

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Coming Soon: Trumped! and The New Contra Corner

I am in the throes of finishing a book on the upheaval represented by the Trump candidacy and movement. It is an exploration of how 30 years of Bubble Finance policies at the Fed, feckless interventions abroad and mushrooming Big government and debt at home have brought America to its current ruinous condition.

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Mind The Bull Trap: 3-Standard Deviation Extremes And The False 'Breakout' Of September/October 2007

“3 Things” is a weekly post of thoughts I am pondering, usually contrarian, with respect to the markets, economy or portfolio management. Comments and thoughts are always welcome via email,  Twitter, and/or Facebook....

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Sultan Erdogan, Gulen's Terrorists, the CIA's Money and False Flags Galore

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The Gaping Hole At The GOP Convention: Jobs And Growth

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Saudi Clerics Issue Fatwa No. 21,758-------Ban Pokémon Go!

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Memo To GOP: Stop Bleeding Red Ink, Make America Sustainable Again

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The Medicare "Doc Fix" In And It Will Cost $500 Billion

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Forget The Fed Model's High PE/Low Interest Rate Theory------History And Logic Deny It

A few days ago I examined the relationship between the stock market PE and CPI inflation. The reason was the sudden renewed emphasis on low inflation in the context of trying to justify increasingly outlying earnings multiples in stocks. Earnings fell sharply in 2015, but prices really didn’t; there was, at most, only more volatility...

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Chart Of The Day: U.S. Yield Curve Flattest Since 2007

I am in the throes of finishing a book on the upheaval represented by the Trump candidacy and movement. It is an exploration of how 30 years of Bubble Finance policies at the Fed, feckless interventions abroad and mushrooming Big government and debt at home have brought America to its current ruinous condition.

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How The Fed and Most Economists Ignore Inflation, And Why That Means Big Trouble

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David Stockman's Contra Corner is the only place where mainstream delusions and cant about the Warfare State, the Bailout State, Bubble Finance and Beltway Banditry are ripped, refuted and rebuked. Subscribe now to receive David Stockman’s latest posts by email each day as well as his model portfolio, Lee Adler’s Daily Data Dive and David’s personally curated insights and analysis from leading contrarian thinkers.