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


Weekly Commentary: One Extraordinary Year
Staring at a rapidly unfolding economic and financial crisis, Beijing has made the decision to move forward with efforts to get their faltering economy up and running. This comes with significant risk.
Weekly Commentary: Dr. Li Wenliang
Summer market developments were more about China and global monetary policy than economic prospects. I believe vulnerable Chinese financial and economic Bubbles are the predominant factor behind the irrepressible demand for global sovereign debt.
Weekly Commentary: The First Major Pandemic Scare
Bloomberg states that the Coronavirus could drag China GDP to 4.5%. Other estimates have growth slowing to 5.0%. Yet a full-fledged economic contraction seems a high probability.
Coronavirus And The End Of Boom And Bust
China is the marginal source of both global Credit and demand for commodities (and much else). Any development posing risk to China’s vulnerable Bubble rather quickly becomes a pressing global issue ad the coronavirus has taken center stage.
Weekly Commentary: "This Is Insane"
We’re witness to historic developments across global financial markets extending far beyond an equities melt-up.
Weekly Commentary: Issues 2020
Markets know that policymakers know the system is acutely fragile. Central bankers are not only trapped, the situation is so dire that they have no choice but to move early and aggressively to ensure Bubbles can’t begin deflating.


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Latest Posts
Sunday's News Links, December 8, 2019
The news links that you can't miss.
Sunday's News Links - September 8, 2019
My latest roundup of must read news.
Sunday Evening Links - May 26, 2019
Enjoy this list of must read links.
Sunday's News Links - March 31, 2019
My picks for the latest must read news stories.

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