In this week’s Barron’s, we get the second part of the semi-annual Roundtable and global macro investing legend Felix Zulauf kicks things off with a fairly dire outlook. He’s been dire for a while now (as all macro people must be), so that’s not the news. What I did find interesting was his outlook for…

Regular readers know I’m a huge fan of Felix Zulauf‘s career as a macro investor as well as his ongoing commentary. I always look forward to his remarks in the Barron’s Roundtables and in his regular notes.  Felix has been bearish for years now but opportunistic in some regards. He now believes that equities are…

This weekend was the opening salvo of the Barron’s Roundtable and opinions were fairly diverse. Most of the participants did their usual talking-your-book routine: Abby Joseph Cohen is bullish, Bill Gross is vaguely bearish, Mario Gabelli says its a stock-picker’s market etc – no surprises, same thing 20 years running. But the commentary that really…

One of the more perspicacious Roundtabler’s has grown very bearish.

Here were the most read posts on TRB this week, in case you missed them: Chills n’ Wrath Felix Zulauf: Here Comes the Buying Climax Notes from the PIMCO Investment Summit with Mohamed El-Erian  Adaptation Bernard Baruch’s 10 Rules of Investing My Clique  

Your morning financial links, expertly curated.

“We are witnessing the biggest financial-market manipulation of all time.”

But as the budget-cutting pain of reduced government benefits and social services brings protesters to the streets and drives support for nationalist or far-left parties, it is not clear what the economic alternative might be.