CIO INSIGHTS

274 RESULTS

• FAIRY TALES 11-19-2015

  The technology bubble of the late 1990s is a distant memory for most investors, and an ignorance for the rest. But back then, companies were raising ...

  READ BLOG POST
• PATRICIA 10-23-2015

  It's another beautiful day in Santa Monica: blue skies, a few high wisps of stratus clouds. But 1500 miles south of here is the strongest hurricane ...

  READ BLOG POST
• I'M SWISS 10-13-2015

  No question, this has been a challenging year. Virtually every financial asset class is struggling. Stocks are down, bonds are down, gold is down, oil ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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 ...

  READ COMMENTARY
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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, ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• ??? 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 ...

  READ BLOG POST
• 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 ...

  READ COMMENTARY
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST
• 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 ...

  READ BLOG POST

123456789101112