(Feb. 1, 2012)
(Jan. 30, 2012)
(Jan. 26,2012)
(Jan. 25,2012)
(Jan. 24,2012)
(Jan. 20,2012)
(Jan. 18,2012)
(Jan. 13, 2012)
Who Cares About Europe? (November 18, 2011)
Flight Forward in Europe (November 14, 2011)
Starve the Dog to Get Rid of the Fleas (November 7, 2011) -- write off Italy
Where's the Risk in American Banks? (November 1, 2011) -- No contagion from Europe
Portfolio Implications of the Recovery in Business Investment (October 27, 2011)
Some Volatilities Are More Equal Than Others (October 24, 2011)
Beware of Greeks Bearing Grifts (October 19, 2011) -- hard landing for southern Europe, soft landing for China
Kinder-Morgan is Magnificently Right (October 17, 2011) -- more on Utilities
Equity Volatility and Bond Spreads Revisited (October 11, 2011) -- forecast of corporate bond outperformance
Time to Worry About Turkish Banks (October 10, 2011) -- early warning of underperformance
A Moment of Clarity (October 4, 2011) -- the turning point for equity markets
Gold is Down Because Risk Is Down (September 27, 2011)
"It's An Ill Wind that Blows No Good" (September 22, 2011) -- why Utilities outperformed
"You Can Run, but You Can't Hedge" (September 19, 2011)
"Not a Slowdown but a Reshuffle" (September 14, 2011) -- why the world economy will keep growing
