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Joshua M Brown
Hot Links: Max Negativity
What I’m reading this morning
Rates Traders Unconvinced of September Liftoff
Very few rates traders are convinced that next week is the start of liftoff for Fed Funds rates.
NYU Prof Scott Galloway GOES IN on Yahoo, Marissa Mayer
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The Fed’s Secret Rate Hike Dashboard
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Hot Links: Fear Dressed as Greed
What I’m reading this morning
and now, a brief rant about historic valuation
Sorry, have to get this off my chest. One of the dumbest thing’s I’ve seen this entire summer (no small feat) is this thing where Deutsche Bank says that the combination of stocks, bonds and real estate haven’t been as overvalued as they are now in 200 years. It’s all here if you need to see…
Chart o’ the Day: The State of US Housing in 4 graphs
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Hot Links: Claiming Ownership
What I’m reading this morning
China is “blotting out the sun”
If you’re a bear on the global growth story, it probably feels like all of your wishes are coming true this summer.
