Shades of 2007?

Nice graphic in today’s FT showing the spike in vol and sell-off in risk (Greek bond yields jumped from 5.5% to 9% in the past few days).

I still think this is mostly noise, a normal, and overdue, correction. But, stay tuned….

• 28 Sep, 2016

  Janet Yellen Is Your Friend

  I have not met Janet Yellen, but she seems like a perfectly friendly person. Yet, for some reason, investors seem to ...

• 22 Oct, 2014

  Europe Falling

  Yes, pessimism over Europes prospects is high, and valuations in Europe are relatively low. But both for good ...

• 10 Aug, 2023

  Beach Reading

  There's still a lot of summer left, so I have five nonfiction and five fiction recommendations for your beach ...