Professional Bear
Contributor's Links: Credit Bubble Bulletin

I just wrapped up 25 years (persevering) as a “professional bear”.  My lucky break came in late-1989, when I was hired by Gordon Ringoen to be the trader for his short-biased hedge fund in San Francisco.  Working as a short-side trader, analyst and portfolio manager during ... more

ALL CONTRIBUTIONS

Weekly Commentary: Framework For Monitoring Financial Stability
Upon the public release of Fed Chairman Jerome Powell's Wednesday speech equities responded to the Chairman's seeming dovish transformation with jubilation (and quite a short squeeze).
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Weekly Commentary: Just The Facts - Nov. 25, 2018
Covering the most important topics from this past week in this thorough review and commentary.
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Weekly Commentary: Canary In The Credit Market's Coal Mine
When markets are booming and cheap Credit remains readily available, Wall Street is content to overlook operating cash flow and balance sheet/capital structure issues.
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Weekly Commentary: Back To Fundamentals
The post-election bullish battle cry was a resolute "back to fundamentals!" With the market surging, analysts were proclaiming "reduced uncertainty" and "the best possible outcome for the markets."
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Weekly Commentary: "Whatever They Want" Coming Home To Roost
Covering the most important topics from this past week in this thorough review and commentary.
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Weekly Commentary: Rude Awakening Coming
There's little satisfaction writing the CBB after a big down week in the markets. I find myself especially melancholy at the end of this week. There's a Rude Awakening Coming - perhaps it's finally starting to unfold.
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STOCKS I FOLLOW

AAPL Apple Inc.
FB Facebook Inc
GM General Motors Company
GOOG Alphabet Inc. (Google)
MSFT Microsoft Corporation
OILB iPath B S&P GSCI Crude Oil TR ETN
TWTR Twitter Inc
YHOO Yahoo! Inc.

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