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Ari and Arun  

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