EMU = not Enough Monetary Union
It has been widely recognized that a critical challenge Europe faces is a monetary union without fiscal union. Yet the Cyprus crisis demonstrates is that monetary union is not complete. The capital...
View ArticleClik here to view.
KLEINTOP: It's Time For Some Stock Market March Madness
It has been a sweet sixteen weeks for the S&P 500. The broad stock market index has had only three down weeks out of the past sixteen. While this stretch is tied by the same period a year ago, it...
View ArticleUS government wants six-year olds to shoulder the Social Security shortfall
Reporting from Santiago, ChileIn 1729, that Jonathan Swift (of Gulliver’s Travels fame) penned a famous satirical essay from England entitled “A Modest Proposal.” It’s still famous to this day as...
View ArticleInsights on India: Land of Paradoxes
Technology has made it easy for our emerging markets team to stay in contact from nearly every corner of the globe, but electronic communications can’t replace human interaction through a face-to-face...
View ArticleFedEx Whiffs
FedEx down big on earnings miss. Watch to see if this one can recover. Our plan has been to lighten up on equities going into earnings as the big run has made stocks vulnerable to a correction around...
View ArticleInterview Yahoo Finance Video
With Lauren Lyster at Yahoo Finance Read more posts on Marc to Market »Please follow Money Game on Twitter and Facebook.Join the conversation about this story »
View ArticleROBERT SHILLER: Yes, It's Possible To Stimulate The Economy In A...
NEW HAVEN – With much of the global economy apparently trapped in a long and painful austerity-induced slump, it is time to admit that the trap is entirely of our own making. We have constructed it...
View ArticleRenewables – Good for some things; not so good for others
Based on the sound of the name renewable, a person might think that using only “renewable” energy is ideal–something we should all strive to use exclusively. But there are lots of energy sources that...
View ArticleDaily Interest Rate Monitor – March 20
Today almost all the indicators confirm the insatiable bid for U.S. equities. Though cracks starting to develop (FEDEX and Oracle misses) we believe the S&P500 sees new highs before it begins to...
View ArticleCyprus government holds bailout crisis talks
The government of Cyprus is holding a series of crisis meetings, as it tries to avoid bankruptcy. MPs rejected a controversial bill to dip into peoples savings. Without it, the banking sector will...
View ArticleClik here to view.
A Review Of Peak Stock Market Valuations Before Ugly Bear Markets
Earlier this week I posted a commentary Is This Bull Market Fundamentally Driven? A Look at PE Expansion. The content was largely reprinted from an analysis at the Wall Street Rant website. Among the...
View ArticleDaily ETF Roundup: Stocks Higher After Fed Decision
Equities rallied for a second-straight day as commentary from the Federal Reserve helped offset the latest developments in euro zone’s Cyprus drama. In his press conference, Fed Chairman Ben Bernanke...
View ArticleSocial Security Official Presents Plan B: Raid The Retirement Fund
Stephan Goss, the chief actuary for Social Security (SS) provided a detailed report on the status of the SS Disability Fund (DI) to the House of Representitives. The short story is that DI is going...
View ArticleOn Europe: 'This Place Is In Trouble'
"Just 20 months ago the three largest banks in Cyprus passed the European ‘stress tests’ with flying colors," reports Ron DeLegge of ETFguide. The latest estimates are 16 billion euros needed, and...
View ArticleWhich Type Of REIT ETF Is Right For You?
U.S. stocks have rebounded with full force since the housing market crisis simmered, with major equity indexes sitting at, or nearing, all-time highs. While many on Wall Street have undeniably enjoyed...
View Article7 Articles ETF Investors Must Read: 3/21
Wall Street got off to a rocky start this week as profit-taking pressures emerged following news from the eurozone over the weekend. Cyprus is reportedly considering plans to impose a tax on bank...
View ArticleThursday's Seven
A nervous calm continues to cast a pall over the capital markets. The US dollar is narrowly mixed, but within the ranges seen yesterday. Asian markets were mixed, new that HSBC's flash Chinese...
View ArticleClik here to view.
Totally Chaotic Eurozone Conference Call Reveals What A Mess The Cyprus...
BRUSSELS (Reuters) - Euro zone finance officials acknowledged being "in a mess" over Cyprus during a conference call on Wednesday and discussed imposing capital controls to insulate the region from a...
View ArticleClik here to view.
If Americans Realized How Bad Income Inequality Was Here, We Could Have Our...
Over the weekend the European Union agreed to a 10 Billion euro bailout of member country Cyprus’ banking sector, but imposed as a condition of the bailout a 9.9% tax on all bank deposits above 100K...
View ArticleCyprus: Out of Frying Pan into the Fire
Whew! Cyprus parliament began the week rejecting the tax on depositors. It has been scrambling to find an alternative source of funds. As a percentage of GDP, the 10 bln euro EU package that has been...
View Article