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Our Big Fat Ugly Bubble---The Short Of A Lifetime

George W. Bush didn't know economics from a baseball bat. But when learned what was happening after both Lehman and AIG hit the skids within two days, he famously quipped, "This sucker is going down!" He got that right. So did Donald Trump during the presidential debates when he informed voters that "we are in one big, fat ugly bubble".

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December 9: Daily Contrarian Reads

My daily contrarian reads for Friday, December 9th, 2016.

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The Mother Of All Irrational Exuberance----Greenspan's Pernicious Legacy

It was nearly 20 years ago to the day that Alan Greenspan delivered his famous "irrational exuberance" speech. Little did he know how far it could go. Even less has his pernicious legacy been accorded the condemnation it so richly deserves.

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December 8: Daily Contrarian Reads

My daily contrarian reads for Thursday, December 8th, 2016.

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Chart Of The Day: The Italian Bond Bubble---Peak Irrational Exuberance

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Trouble In Trump World---Too Many Generals When The Pentagon Is The "Swamp"

We have a simple thesis that is being reinforced by each new appointment or policy utterance of the nascent Trump Administration. Namely, there's going to be a fiscal bloodbath in 2017, not a giant Trump Stimulus. And it is in the vasty deep of the ultimate beltway swampland----the Pentagon----where the Trump Reflation fantasy will sink into oblivion.

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December 7: Daily Contrarian Reads

My daily contrarian reads for Wednesday, November 7th, 2016.

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Chart Of The Day: Russell 2000 EV/EBITDA Multiple Is Off The Charts

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Eddie, Steve (Mnuchin) And Bruce's Swell Adventure Destroying Sears---A Cautionary Tale For Trumponomics

There is something very important to understand about Trumponomics. To wit, all of the tax cuts and deregulation in the world are not going revitalize the American economy unless the Fed's Bubble Finance regime and the resulting casinos on Wall Street are decisively shutdown.

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December 6: Daily Contrarian Reads

My daily contrarian reads for Tuesday, December 6th, 2016.

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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.

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