Month: July 2017

The Imperial City’s Fiscal Waterloo

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July 18: Daily Contrarian Reads

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Burden of Proof Now Shifts to Bond Bulls

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Why The Swamp’s Undrainable: Junk Politicians And The Junk Case Against “Junk” Insurance

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July 17: Daily Contrarian Reads

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Real Business Investment Is Bad News For Stocks

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Chart of The Day: US Stocks Since March 2009—-Investors Sell, Companies Buy

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Chart of the Day: Number of Hours Worked To Buy S&P 500 At All-Time High

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Memo To Fed: Asset Bubbles Are The New Inflation

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Chart of the Day: Even Well Fargo Is Running Out of Rearview Mirror Foggers

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