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

ALL CONTRIBUTIONS

Weekly Commentary: Global Markets’ Plumbing Problem
The Dow was up 747 points in Friday trading (more than erasing Thursday’s 660-point drubbing) on the back of a stellar jobs report and market-soothing comments from Fed Chairman “Jay” Powell.
Read
Weekly Commentary: Thoughts On Liquidity
My thinking on contemporary “money” has been adapted from a much earlier focus on money’s “preciousness.”
Read
Weekly Commentary: The Perils Of Inflationism
When the European Central Bank switches off its money-printing press at the turn of this year and stops buying fresh assets, it will mark the end of a decade-long global experiment in how to stave off economic meltdowns.
Read
Weekly Commentary: Framework For Monitoring Financial Stability
Upon the public release of Fed Chairman Jerome Powell's Wednesday speech equities responded to the Chairman's seeming dovish transformation with jubilation (and quite a short squeeze).
Read
Weekly Commentary: Just The Facts - Nov. 25, 2018
Covering the most important topics from this past week in this thorough review and commentary.
Read
Weekly Commentary: Canary In The Credit Market's Coal Mine
When markets are booming and cheap Credit remains readily available, Wall Street is content to overlook operating cash flow and balance sheet/capital structure issues.
Read

STOCKS I FOLLOW

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

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Education

Publications