Capitalist Pigs

The S&P 500 lost over 4% last week in one of the worst weeks post-recession.  The Philly Fed shows that the manufacturing sector is actually in another recession.  And, oh yes, there is this place called Europe that seems to be in

Weak nonfarm payrolls sent global markets on a skid.  The lower unemployment rate - 8.1% - is deceptive.  What would a global economic slowdown mean to the markets?  Nothing good and that is exactly what we talk about in this epi

Apple and Amazon.com reported fantastic earnings.  However, enthusiasm over Amazon is a little bewildering.  Also, GDP was weak, durable goods a disaster and sentiment has cooled.  But not to worry!  The Bernanke will save u

It was a very volatile week for risk assets like stocks, bonds and commodities.  The only question is - is this a simple pause or the beginning of something worse?  We discuss that very question.

Ben Bernanke made a speech on Monday that sent the Dow up 160 points.  He essentially promised QE 3.0, or he at least left the door wide open.  Meanwhile, China is in a tailspin - and so is their stock market.

Jamie Dimon announced that JP Morgan will pay a dividend and buy back its shares.  The ensuing Tuesday rally accounted for 90% of the weekly move in stocks.  However, the Fed told us not all banks are as healthy as JP Morgan thinks it

The European Central Bank rolls out LTRO 2.0 which now brings the total loans made to European banks up to 1 trillion euros - or $750 billion.  How much do rising gas prices hurt our economy?  The short answer is "a lot."&nb

We look at the Greek deal that will ostensibly enable it to collect 130 billion euros in its bailout package.  The Dow flirts with 13,000.  The two are very closely related and we'll explain why.

The biggest market mover, if you can call it that, was Greece again.  It looks like perhaps all is not well after all.  President Obama and 5 large banks agreed to bail out homeowners in trouble.  And the divergences in economic