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 ... more

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Weekly Commentary: Precarious World
Compliments of COVID, inequality is now rightfully considered one of the critical issues of this era. Fed measures directly – and conspicuously - benefit Wall Street firms and clients, the general markets, corporations, and the wealthy.
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Weekly Commentary: Crossing Red Lines
COVID stimulus stoked Bubble Dynamics for global risk assets, certainly including Chinese equities. This Bubble has turned unstable.
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Weekly Commentary: Drone Money
With highly speculative securities markets having fully recovered COVID losses – and Nasdaq sporting a 17% y-t-d gain – why the talk of more QE?
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Weekly Commentary: Utmost Crazy
The Shanghai Composite surged 7.3% this week, increasing y-t-d gains to 10.9%. The CSI 300 rose 7.6%, with 2020 gains of 16.0%. China’s growth-oriented ChiNext Index’s 12.8% surge boosted year-to-date gains to 54.5%.
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Weekly Commentary: Two Down, Two To Go
US stocks finished their best quarter in over 20 years with the SP500 returning 20.5%, DJT up 19.2%, NYSE Financial Index up 13.1%, and the broader market outperforming. It's a year for the history books with two quarters down and two to go.
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Weekly Commentary: More W Than V
The much vaunted “V” recovery is improbable. To simplify, a somewhat “w”-looking scenario is a higher probability. After such an abrupt and extraordinary collapse in economic activity, a decent bounce was virtually assured.
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STOCKS I FOLLOW

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

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Sunday, April 5th Must Read Headlines
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The news links that you can't miss.
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