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Category: Other Guys

Economic and and financial news and analysis from respected observers. Because I publish it, doesn’t mean I agree with it.

ETF Focus: Consumers

Preface to all eight parts: The stock market from January 4 through early February 24th was like an action movie. The market from late February 24th through March 25th was like watching the end credits roll. Perhaps we’ll see an other sea cha…

Tear Bear Fear Asunder

This is a message for the handful of bears that still exist in our world. I am one of you. We are the one out of a million (and that is a generous estimate). The past month has been awful for the bears. But I am here to try to give you some perspec…

ETF Focus: Real Estate

Preface to all eight parts: The stock market from January 4 through early February 24th was like an action movie. The market from late February 24th through March 25th was like watching the end credits roll. Perhaps we’ll see an other sea cha…

ETF Focus: Energy

Preface to all eight parts: The stock market from January 4 through early February 24th was like an action movie. The market from late February 24th through March 25th was like watching the end credits roll. Perhaps we’ll see an other sea cha…

ETF Focus: High Tech

Preface to all eight parts: The stock market from January 4 through early February 24th was like an action movie. The market from late February 24th through March 25th was like watching the end credits roll. Perhaps we’ll see an other sea cha…

Doug Noland’s Credit Bubble Bulletin: The Big Test

Only the Fed’s balance sheet has the capacity to operate as “buyer of last resort” in the event of serious de-risking/deleveraging. But with today’s powerful inflationary biases in consumer and producer prices, wages, and energy, food and global commodities markets, another bout of monetary inflation risks general inflation spiraling completely out of control.