Future Returns and the Links Between Lincoln and Kennedy

Posted on Friday, November 22nd, 2013

Lots and lot of interesting data and comments of late. Let’s try and get you up to speed. The talk of a bubble in asset markets has some legendary money managers out and about giving their two cents. Ben Inker of Grantham Mayo, a money management firm in Boston with over $100 billion in assets,… read more.

Whichever Way the Wind Blows

Posted on Friday, November 1st, 2013

Let’s not call them the smart money. I have always been wary of that term. Let’s just call them the big money boys. What are the big money boys saying? Some of the largest and most famous money managers on the planet have been warning in recent weeks that asset prices have gotten out of… read more.

BlowOff Top? and Gold

Posted on Friday, October 25th, 2013

The recent advances in the market look stretched as the S&P is up slightly on the week. Concerns are rising that the speculators have taken over the market. In fact, margin debt at the NYSE has now reached an all time high at $401 Billion. Expectations that a weaker economy will keep the Fed’s foot… read more.