TMFAleph1 (94.05)

5 Signs Irrational Exuberance Is Back

March 30, 2012 – Comments (0) | RELATED TICKERS: JNK , HYG , SLV

5 Signs Irrational Exuberance is Back -- and 2 Actions to Repond

Don't Touch This ETN

March 28, 2012 – Comments (1) | RELATED TICKERS: VXX , TVIX , SLV

Don't Touch This ETN: It's Exchange-Traded Nitroglycerin

Why Isn't Jon Corzine In Custody?

March 26, 2012 – Comments (29) | RELATED TICKERS: GS , JPM , GLD

Why Isn't Jon Corzine In Custody?

[The title is a bit heavy-handed, if you ask me, but I didn't choose/ approve it.]

Where Buffett Goes, Goldman Follows

March 22, 2012 – Comments (0) | RELATED TICKERS: MBI , BRK-B , GS

Where Buffett Goes, Goldman Follows

Abysmal Bloomberg Editorial

March 14, 2012 – Comments (11) | RELATED TICKERS: GS , MS , JPM

Bloomberg typically do a fine job of reporting financial news, but this editorial piece is absolutely embarassing:

Yes, Mr Smith, Goldman Sachs Is All About Making Money: View, Bloomberg, Mar. 14

The Truth About Gold as Money

March 07, 2012 – Comments (1) | RELATED TICKERS: GLD , SLV , CEF

The Truth About Gold as Money

Mortgage REIT Dividends Are Free Money

March 07, 2012 – Comments (2) | RELATED TICKERS: AGNC , NLY , CIM

Mortgage REIT Dividends Are Free Money

1 Big Number That'll Burn Facebook Investors

March 02, 2012 – Comments (0) | RELATED TICKERS: ZNGA , YELP , LNKD

1 Big Number That'll Burn Facebook Investors

Macro Roundup: "Risk-On" Won't Last (Except for Oil)

March 01, 2012 – Comments (2) | RELATED TICKERS: USO , VWO , TLT

ARTICLE OF THE DAY: The estimable Richard Bernstein argues in the FT that the 'risk-on' rally will not last. His secular theme for the 2010s is "risk-off" on the back of a continuing deflation of the credit bubble, which he believes has yet to reach emerging markets. I agree with him, except where he states that "U.S.-based assets (both stocks and bonds) continue as our favorites." As I argue in the latest issue of The Real Returns Report, investors shouldn't expect to earn more than 2% from U.S. stocks. However, the following statement is uncontroversial:  [more]