Equity Risk Premiums (ERP) and Stocks: Bullish or Bearish Indicator

May 20, 2013, 11:02 AM

If you have been following my blog postings, you are probably aware that I have an obsession with equity risk premiums (ERP), and have done an annual survey paper... Read »

Is Nuclear Winter Coming to the Senate this Summer?

May 20, 2013, 10:14 AM

It seems the Senate could have a really hot summer.  Majority leader Harry Reid (D-NV) has reportedly threatened to “go nuclear” this July—meaning that Senate... Read »

America’s Future Early Education System

May 20, 2013, 9:48 AM

At some point, the United States is likely to have universal publicly-funded early education for children aged one to four. But while we led the way in establishing... Read »

Top Pre-Market Stock Upgrades/Downgrades May 20, 2013

May 20, 2013, 9:21 AM

UPGRADES J.C. Penney (NYSE:JCP) upgraded to Buy from Hold at Maxim – Maxim upgraded J.C. Penney on expectations the company’s strategy changes under... Read »

Japan’s QE is Exporting Deflation

May 20, 2013, 9:00 AM

Japan’s effort at super QE is likely to export its deflation to trading partners. John Mauldin has a long a analysis of this in his current newsletter. Our... Read »

Yahoo (YHOO) Approves Billion-Dollar Tumblr Cash Deal

May 20, 2013, 5:58 AM

Yahoo (YHOO)’s board of directors has agreed to acquire popular social blogging platform Tumblr for $1.1 billion in cash, The New York Times reports. Details... Read »

Sovereign Debt Concerns in 2013

May 19, 2013, 6:27 PM

Interest rates on government debt for a number of European countries– notably Greece, Portugal, Ireland, Italy, and Spain– shot up considerably during... Read »

Obamacare Bulge?

May 19, 2013, 8:00 AM 1

The Congressional Budget Office put conservative economic thinkers on their ass this week. In this Report (pdf), the CBO concluded that the US budget deficit is... Read »

Two Red-Hot Stocks: GOOG – TSLA

May 18, 2013, 7:30 AM

Two days after surpassing the $900 level for the first time ever, Google‘s (GOOG) surge on Wall Street is still showing  no signs of slowing down. The ticker... Read »

A Congressman from Illinois Wants the IRS to Do Your Taxes for You

May 17, 2013, 9:17 PM

Former acting commissioner of the Internal Revenue Service Steven Miller was rolling along pretty good on Friday, bravely facing down his inquisitors from the House... Read »

Treasury Sec. Jack Lew on the IRS Controversy

May 17, 2013, 4:31 PM

On this week’s “Political Capital with Al Hunt,” airing tonight at 9:00PM/ET, Bloomberg TV anchor and Bloomberg View columnist Al Hunt interviews... Read »

Tesla (TSLA) Stock Looks Like Something Out of 1999

May 17, 2013, 9:27 AM 4

This is a post I started to write last week, got sidetracked and now it seems a bit timely once more. I’m talking about Tesla Motors (NASDAQ:TSLA), the electric... Read »

Top Pre-Market Stock Upgrades/Downgrades May 17, 2013

May 17, 2013, 9:21 AM

UPGRADES General Motors (NYSE:GM) upgraded to Buy from Underperform at CLSA – CLSA upgraded General Motors two notches to Buy from Underperform and raised... Read »

The Myth of Liquidity and Bubbles in Financial Markets

May 17, 2013, 9:10 AM

Gillian Tett at the Financial Times wonders today about how long the stock market rally will continue. Her argument is that we see data that are at odds with historical... Read »

Google (GOOG) Next Stop $1,000?

May 17, 2013, 6:16 AM

With shares of Google (GOOG) up more than 28% so far this year and the stock printing the tape above $900 on Wednesday for the first time ever, raising the search... Read »

The ‘Smart Money’ Ain’t So Smart Anymore

May 16, 2013, 6:49 PM

Not long ago it seemed that the “smart money” was invested in hedge funds which generated outsized returns for investors. When broad markets fell by 40% in the... Read »

Did the House of Representatives Just (Unintentionally) Eliminate the Debt Ceiling?

May 16, 2013, 5:15 PM 1

My fellow NEP blogger Joe Firestone wrote recently about House Resolution 807, the Full Faith and Credit Act, which was passed on May 9th by the US House of Representatives. ... Read »

We See Bubbles Everywhere – PIMCO’s Bill Gross

May 16, 2013, 1:02 PM

PIMCO’s Bill Gross brought a smile face mug on Bloomberg TV’s “Market Makers” today to illustrate to Erik Schatzker and Sara Eisen how happy... Read »

Top Pre-Market Stock Upgrades/Downgrades May 16, 2013

May 16, 2013, 9:21 AM

UPGRADES Google (NASDAQ:GOOG) upgraded at RW Baird – GOOG price target raised to $1,025 from $830 at RW Baird RW Baird raised its price target for Google... Read »

What Could Derail Market’s Historic Run?

May 16, 2013, 8:52 AM

Futures are basically flat as markets around the world see some profit taking. Some are up, some down, but there are no big stand outs. The S&P remains very... Read »

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