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Ari and Arun

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PSS, SPY
  • Europe Faces Reality
    on Thu, Jun 7, 2012 • DIA, SPY, QQQ • 3 Comments
  • A Political And Monetary Turning In The Eurozone
    on Wed, May 16, 2012 • EU, ERO, ADRU • Comment!
  • A Global Bond Bubble
    on Thu, Mar 15, 2012 • AGG, BND, IEF • 4 Comments
  • Economic Commentary: Long Natural Gas Equities
    on Thu, Mar 1, 2012 • GST, SOQ • 13 Comments
  • My Next Big Bet: Shorting The Yen
    on Wed, Jan 25, 2012 • JYF, FXY, FXE • 23 Comments
  • 4 Reasons I No Longer Short Markets And Securities
    on Thu, Oct 13, 2011 • 2 Comments
  • Here Comes The The Deflationary Wave
    on Thu, Sep 29, 2011 • FXE, GLD, USO • 15 Comments
  • Prognosis for Europe: Not Good
    on Fri, Aug 12, 2011 • GLD, SLV, FXE • 4 Comments
  • Economic Commentary: Critical Turning Points
    on Sun, Jul 3, 2011 • GLD, SLV, OIL • 3 Comments
  • The Economy: Weak Data and the End of QE2
    on Thu, Jun 16, 2011 • OIL, GLD, SLV • Comment!
  • Assessing Grantham's Bear Case
    on Fri, May 20, 2011 • 59 Comments
  • Jeremy Siegel Finds Stocks Currently Fair to Undervalued - Is He Right?
    on Mon, May 16, 2011 • 4 Comments
  • Inflation vs. the End of QE2: Tread Carefully
    on Fri, Apr 8, 2011 • Comment!
  • Without QE3 and QE4, Equity Market and Risk Assets Will Perform Poorly
    on Thu, Nov 18, 2010 • UDN, UUP, TLT • Comment!
  • Collective Brands: A Common Stock Analysis
    on Fri, Sep 17, 2010 • PSS • Comment!
  • Negative Yields, Inflation, And the Bernanke Put
    on Wed, Sep 15, 2010 • DBA, SGG, DBC • 4 Comments
  • Where the Markets Stand; Where They're Headed
    on Wed, May 26, 2010 • EWP, EU, ERO • 5 Comments
  • Competitive Devaluation Draws Closer
    on Thu, May 20, 2010 • UDN, UUP, ERO • 5 Comments
  • Trading Ideas for the Second Collapse and Reflation / Inflation Period
    on Fri, May 14, 2010 • SAN, BBVA, DB • 4 Comments
  • The Financial 'Bezzle' of the Western World Is Slowly Lifting
    on Fri, May 14, 2010 • 3 Comments
  • Overview of Current Economic Themes
    on Thu, May 13, 2010 • EU, ERO, FXE • 2 Comments
  • Credit Crisis, Round Two
    on Thu, May 6, 2010 • 1 Comment
  • On Asset Class Return, Risk, And Correlation Data From 1900-2009
    on Thu, May 6, 2010 • GLD, JNK, DBV • 4 Comments
  • Real GDP vs. True GDP
    on Mon, May 3, 2010 • 8 Comments
  • New Financial Bill Firming Up - Not Horrible, Not Great
    on Thu, Apr 22, 2010 • GS, XLF, LEHMQ.PK • 1 Comment
  • Is S&P 500 Overvalued?
    on Fri, Apr 9, 2010 • SPY • 1 Comment
  • Divergence Between Bullish Corporate Data and Bearish Macro Climate Continues
    on Fri, Mar 26, 2010 • IYR, XHB, EWG • 4 Comments
  • U.S., EU and China - Possible Futures
    on Sun, Feb 28, 2010 • 10 Comments
  • Debt and Debtors: Why Greece Matters for Governments and Investors, Part II
    on Tue, Jan 26, 2010 • 5 Comments
  • Time for Senate to Reject Bernanke
    on Tue, Jan 26, 2010 • 1 Comment
  • Political Tremors in Washington Over Obamacare, Bank Reform and More
    on Fri, Jan 22, 2010 • JPM, GS, C • 6 Comments
  • Obama's Big Bank Initiatives: Revolutionary, Cataclysmic or Business as Usual?
    on Fri, Jan 22, 2010 • GS, WFC, JPM • Comment!