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Cullen Roche  

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  • Fad, I Mean, Factor Investing
    Nov. 1, 2014 7 Comments
  • Everyone Hates Bonds
    Oct. 27, 2014 PLW, GOVT, TAPR 44 Comments
  • Thinking About Bond Bubbles...
    Oct. 27, 2014 PLW, GOVT, TAPR Comment!
  • The Profits-Investment Disconnect? (Pretty Nerdy)
    Oct. 24, 2014 6 Comments
  • Global Inflation Update - Continued Disinflation
    Oct. 24, 2014 2 Comments
  • Rail Traffic Just Keeps On Chugging
    Oct. 24, 2014 IYT, XTN Comment!
  • No, Higher Velocity Will Not Necessarily Mean Higher Inflation
    Oct. 21, 2014 26 Comments
  • Interest Rates Are Less Important Than Economists Think
    Oct. 21, 2014 34 Comments
  • So Much For Rate Increases...
    Oct. 15, 2014 11 Comments
  • The Changing Face Of The Global Bond Market
    Oct. 15, 2014 AGG, BOND, BND 2 Comments
  • Understanding The Deposit:Loan Discrepancy And Why It's Not Scary
    Oct. 14, 2014 XLF, FAS, FAZ 8 Comments
  • Can Silicon Valley Reinvent Banking?
    Oct. 7, 2014 XLK, IYW, XLF 3 Comments
  • Chart Of The Day: The End Of QE? Not According To Break-Evens
    Oct. 7, 2014 8 Comments
  • Nobody Needs To Understand The Liquidity Trap
    Oct. 6, 2014 23 Comments
  • We Are All Charlatans!
    Oct. 4, 2014 6 Comments
  • Why The Inaccurate Inflation Predictions Matter
    Oct. 3, 2014 18 Comments
  • Putting The Performance Of Gold In Perspective
    Oct. 1, 2014 GLD, IAU, SGOL 80 Comments
  • Not All Bonds Are Created Equal
    Sep. 30, 2014 AGG, BOND, BND 3 Comments
  • Rail Traffic And Jobless Claims Still Point To Expansion
    Sep. 30, 2014 IYT, XTN 13 Comments
  • The Trade That Led To The Demise Of PIMCO Total Return
    Sep. 29, 2014 PHK 8 Comments
  • On Getting Rid Of The Monetary Triumvirate
    Sep. 27, 2014 5 Comments
  • 3 Things I Think I Think
    Sep. 21, 2014 SLV, SIVR 3 Comments
  • Peter Thiel's Thoughts On Capitalism, Macro And Entrepreneurship
    Sep. 20, 2014 7 Comments
  • Why Can't Academic Economists Understand Endogenous Money?
    Sep. 20, 2014 30 Comments
  • Why Is The Price Of Gold Falling?
    Sep. 19, 2014 GLD, IAU, SGOL 194 Comments
  • Global Inflation Continues To Fall
    Sep. 18, 2014 IEF, VT, ACWI 2 Comments
  • The Worst Call Of The Last 5 Years
    Sep. 17, 2014 119 Comments
  • Wednesday's News Today: FOMC Statement Over-Analysis
    Sep. 16, 2014 1 Comment
  • 'The Stupidest Article Ever Published'
    Sep. 15, 2014 39 Comments
  • Commodity ETFs Are Dying And That's A Good Thing
    Sep. 14, 2014 1 Comment
  • Who Determines Interest Rates?
    Sep. 10, 2014 58 Comments
  • Why It Still Doesn't Feel Like A Recovery For Most People
    Sep. 9, 2014 SPY, DIA 15 Comments