Professional Bear
Contributor's Links: Credit Bubble Bulletin
I just wrapped up 25 years (persevering) as a “professional bear”. My lucky break came in late-1989, when I was hired by Gordon Ringoen to be the trader for his short-biased hedge fund in San Francisco. Working as a short-side trader, analyst and portfolio manager during the great ...more

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Weekly Commentary: The Case Against Skip
It’s not a close call. If the Fed “Skips” policy tightening at the June 14th FOMC meeting, it will be yet another big policy mistake. The long string of errors has greatly damaged the Federal Reserve’s inflation-fighting credibility.
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Weekly Commentary: Plan B
The S&P500 traded little change and within a narrow range. The VIX Index traded intraweek to the low since Jan. 4. It has been a nice period to write options – and with the banking crisis and all, there have been plenty purchased.
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Weekly Commentary: Perilous "Money"
Today’s parabolic phase of the “global government finance Bubble” runs unabated.
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Weekly Commentary: Issues 2023
Bubble: A self-reinforcing, but inevitably unsustainable inflation. Bubbles are a monetary phenomenon fueled by some underlying source of Credit expansion. If accommodated by loose monetary policy, Bubbles have a proclivity to surprise to the upside.
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Weekly Commentary: 2022 Year In Review
US Stocks Suffer Worst Year Since Financial Crisis. Stock and Bond Markets Shed More Than $30tn in ‘Brutal’ 2022. Nasdaq Closes Out its First Four-Quarter Slump Since Dot-Com Crash. Elon Musk Becomes First Person Ever to Lose $200 Billion.
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Weekly Commentary: Just The Facts: Christmas 2022
The S&P 500 slipped 0.2%, the Dow increased 0.9%. Utilities rallied 1.5%. Banks recovered 1.7%, and Transports fell 1.3%. The Russell 2000 was little changed. The Nasdaq 100 lost 2.3%. The gold equities index rallied 4.4%. Such a week it was.
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STOCKS I FOLLOW

AAPL Apple Inc.
GM General Motors Company
GOOG Alphabet Inc. (Google)
META Meta Platforms, Inc. (Formerly Facebook, Now META))
MSFT Microsoft Corporation
OIL iPath B S&P GSCI Crude Oil TR ETN
TWTR Twitter Inc
YHOO Yahoo! Inc.

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Friday's News Links - August 5, 2022`
The news you need to know for Friday, August 5th, 2022.
Sunday, April 5th Must Read Headlines
My Sunday must read links...
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Sunday's News Links - September 8, 2019
My latest roundup of must read news.
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