Posts
September 20, 2016

Junk Bonds Officially Enter ‘Bubble’ Territory

Marty Fridson, of Standard & Poor's Global Market Intelligence, reports today that on September 8…
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Posts
September 1, 2016

How The Corporate Buyback Binge Blew Another Financial Bubble

Just over a year ago, Dr. John Hussman introduced a new way to value the…
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Posts
May 5, 2016

Stan Druckenmiller: ‘What Part of “Get Out of The Stock Market” Don’t You Understand?’

The big news out of the Sohn Conference yesterday was Stan Druckenmiller's appearance. Some of…
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Posts
April 18, 2016

Even More Signs Of A Possible Reversal In The Wealth Effect

"If you build a bridge it has to reach the other side. So I think…
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Posts
January 28, 2016

Corporate Bonds Pass An Ominous Milestone

The spread between the yield on corporate bonds and that on treasuries passed the 2%…
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Posts
January 27, 2016

What Follows The Most Epic “Reach For Yield” Episode In History?

A friend of mine just emailed me the chart below. Considering the fact that we…
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Posts
January 6, 2015

Junk Bond Appetites Currently Forecast 1750 For The S&P 500

https://twitter.com/jessefelder/status/552212462901030912 The stock market has now given back almost all of its late-December gains and…
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