My old firm, Morgan Stanley, has done something that is extremely surprising. They have been bearish, something large Wall Street firms rarely are. The last really bearish major strategist who was outright and long time bearish that I remember was also at Morgan Stanley, Barton Biggs in the late 1990′s through the Summer of...
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LSU is ranked Number One! Plans to rescue Greece. Plans for Greece to Default. Red Absinthe. What would happen to earnings in a recession? Europe looking cheap! stock Buybacks and Berkshire and more links, asides and errata inside...
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Paper Economy has taken a close look at what it will take to get inflation adjusted housing prices in Massachusetts back to trend over a five year period. It should be noted that for this to happen sooner the decline would have to be deeper (due to inflation doing less of the work for...
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