We see risks to stocks increasing, it’s time to get more cautious. The Ukrainian situation seems to escalate with the eurozone economy already in big trouble, but consumption growth in […]

Less expansionary monetary policy, even if growth picks up a notch, usually constitutes considerable headwind for stocks, especially where these have been on quite a tear already. But there is […]

Hard money man Peter Schiff argues we’re in a bubble. The stock market rally is manufactured by the Fed: We have a completely phoney economy driven 100% by cheap money; […]

Funny sell-off when there was actually good news.

Interesting, demand for US assets still climbing. With corporate balance sheets top, perhaps not such a surprise

That never fails?

Perhaps he should have a couple of drinks with Mervyn King..

Interesting..