Negative Carry
Contributor since: 2008
Latest Articles
Tuesday: A Good Day to Short the Cinema
Why Friday Was a Good Day to Go Long Mercury Systems, B Square
Delving Into Current Discounting of QE Expectations and Its Market Implications
In Defense of the Too-Big-To-Fails
Would a Dollar Squeeze Cut Foreign Banks' Credit Access?
Euro / Dollar Weakness Foretelling Equity Decline?
Bernanke Put's Perceived Permanence: Dispelling the Myth
How to Trade Using Game Theory
Market Outlook: 3 Bears that Don't Hibernate
The New Bull Market Fallacy
Was August 6 the Stock Market Top for 2009?
Enormous Downside Risk for Stocks
Unsustainability, High Beta, and Liquidity Risk Pervade Capital Markets
A Summary of Q1 Bank Earnings: World, You Just Got Hustled
Why This Rally Is Unsustainable
Expect the Treasury Bubble to Continue to Inflate
The Imminent Equity Implosion
Putting the Stock Rally in Context
Goldman Sachs Is Toast
Precious Metals Are Bullish on Pullback
Commercial Real Estate Implosion Is Imminent
Profiting From Bernanke's Super-Fed and Obama's Newer Deal
Don't Miss the Coming Gold Bull
The American Crisis and the Case for an Inflationary Depression
The Perversion of American Capitalism
Oritani Financial: Ready to Break Out as Financials Bounce