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

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Liquidity Supernova And The Big Ugly Flaw
There’s no cure for major asset Bubbles other than unwinds. Once asset inflation becomes the prevailing inflationary manifestation it becomes impossible to inflate away the problem.
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“Risk Off” Making Some Headway
Global “Risk Off” has been Making Some Headway. Last week saw ten-year Treasury yields drop 15 bps to 2.23%, the low since the week following the election. German bund yields declined another four bps to a 2017 low 19 bps.
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Just The Facts, April 10
Just the facts about last week's global market activity.
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EC Q1: Sure Bets That Weren’t
There’s confirmation that the risk market rally has been more about rampant global liquidity excess and speculative Market Dynamics than prospects for U.S. policy change.
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EC Discussions On The Fed Put
We’re a few months from the nine-year anniversary of the 2008 crisis, yet there’s still huge ongoing global QE and rates not far from zero. It’s a monetary inflation beyond anyone’s imaginings, even Dr. Ben’s.
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EC Another Missed Opportunity
The Fed let another opportunity slip away. One of these days the bond market may mount a protest.
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