CIO INSIGHTS

247 RESULTS

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  URSA MINOR 10-02-2015

  The bears are stirring. Not yet rampaging, but there's a lot of red ink across most markets.Today's jobs report was weak. No honey-coating it, it was ...

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  3RD QUARTER 2015 - GO WEST (AND EAST, NORTH AND SOUTH) 10-01-2015

  Humans have inhabited the earth for what is a mere blink of the eye. The Universe was formed around 13 Â billion years ago, the Earth 7 billion ...

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  YOGI 09-24-2015

  Baseball, more than any other sport, by far, has drawn its share of colorful characters. I don't know why that is, but it is.This week, we lost one of ...

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  DROP (IN THE BUCKET) 09-15-2015

  Markets will fluctuate, as Pierpont Morgan caustically observed. And "fluctuate" means down as well as up. Perhaps I, too, am being caustically ...

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  MAULED 09-11-2015

  Investors in Emerging Markets could be forgiven for feeling as if they've gone 15 rounds with Ronda Rousey (see below). Or, more like 3 years with ...

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  JOBS 09-04-2015

  Markets have taken today's employment release as evidence of a weakeningjobs market. A mere 173,000 net new jobs were added in August, below the ...

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  PICKING UP THE PACE 08-28-2015

  Lost amidst the market turmoil this week were a number of reports of a strengthening US economy. Consumer confidence soared last month, as did new ...

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  JOLT 08-25-2015

  Two weeks ago (13 August, No Panic (Yet)) I noted that the renminbi devaluation was officially described as a modest alignment with market forces, ...

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  LAND OF BORAT 08-20-2015

  I probably should not confess to enjoying Borat (full title:Borat: Cultural Learnings of America for Make Benefit Glorious Nation of Kazakhstan), 86 ...

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  NO PANIC (YET) 08-13-2015

  Earlier this week, China devalued its currency 1.9% against the US dollar. On one level, this is not a big deal. China's currency has been ...

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  CRIMINALS IN DIAPERS 08-05-2015

  Japan grew from the (literal) ashes of the Second World War to become the second largest economy in the world by creating products we all wanted. Some ...

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  DRY HOLE 07-29-2015

  Southern California just had the wettest July on record, the Angels were rained out of a home game for the first time in 20 years, and we're all ...

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  HOT BIDDING 07-27-2015

  The housing recovery, from its worst downturn since at least the 1930s, has been steady, but much less robust than most had expected. There are many ...

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  PLUNGING 07-24-2015

  Commodity prices are in free fall. The Bloomberg Commodity Price Index (5-year chart below) is off about 30% in the last year. Gold is dropping toward ...

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  WILD, WILD EAST 07-13-2015

  The central planners in Beijing have gotten so much right for the past three decades, that they might be forgiven for believing in their own ...

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  ??? 07-06-2015

  I'm not sure why the pundits were predicting the Greeks would volunteer to walk meekly to their certain ruin, but the vote yesterday apparently ...

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  2ND QUARTER 2015 - CLOSE HAUL 07-01-2015

  Sailing has been an inextricable companion of human development and civilization. Artifacts over 7,000 years old contain pictures of sail boats, more ...

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  PUERTO POBRE 06-30-2015

  An honest politician may be oxymoronic (or is just moronic?), or maybe it's the black swan that surprises us when seen. Either way, Alejandro Garcia ...

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  DRAMA/DRACHMA 06-29-2015

  Here we go again, as Ronald Reagan used to say. Asian equities off 2-3%, Europe down 3-4%, Treasuries rallying, gold up. What's going on?The latest ...

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  MORE ON RATES... 06-26-2015

  A few days ago (Beginning's End) I suggested 2015 might turn out to be the worst year for bond investors in the past three decades. Here are some ...

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  BEGINNING'S END 06-23-2015

  In November 1942, with the Battle for Egypt under way, Winston Churchill addressed his nation with these words:Now this is not the end. It is not even ...

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  PARTY LIKE IT'S 1999? 06-12-2015

  Some observers point to the eye-popping valuations for companies with little revenue (WhatsApp, e.g., bought by Facebook for $19 billion) as ...

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  ANGELES WEALTH COMMENTARY 06-11-2015

  A Secular Bull Market is generally defined as a long-term bullish trend consisting of larger bull markets and smaller bear markets or corrections. In ...

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  JUNE GLOOM WILL FADE 06-08-2015

  1024"June gloom" is what you get when a warming land mass meets a cooler ocean: a layer of marine fog that the sun burns off into afternoon haze. It ...

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