Video.
January 2012
CANADIANS: I'll Be on BNN at 3:30 Today
TV Appearance.
Hot Trailer: Jeff Who Lives at Home
Video.
Chart o' the Day: Spanish Unemployment
Chart.
Hot Links: Stoopid Bullish
Your morning financial links, expertly curated.
Throwback: Liquid Swords (1995)
Video.
The Ice Age of Correlation Abates
“the largest drop in realized correlation in the recent history of [the] U.S. stock market”
The New Bellwethers
Cyclicals (industrials and materials in particular) are my new tells, even if I’m not yet confident enough to be long them just yet.
FOR SALE: One Slightly Used Treasury Secretary
Attention Wall Street Investment Banks: The next item up for bids is one Slightly Used Treasury Secretary. Has been amenable to your aims and requests in the past. Willing to be expedient and opaque in order to serve. Slightly bruised but physically fit. Some tax accounting experience. Interested parties should inquire within. Treasury Secretary Timothy…
Occupy Davos Protesters Building Igloos
Video.
