James Surowiecki: No Bubble, Guys

My controversial 1999 piece from last week is still being debated, I’m getting emails from both people in agreement and people who are livid in their disagreement. It’s kind of awesome, even the hate mail. The New Yorker’s ace commentator James Surowiecki has just weighed in and he’s on my side – it’s a great…

My Clique

“We slay all suckers who perpetrate, and lay down law from state to state.” – Run-DMC Something I wish I had learned a lot earlier in my life – surround yourself with winners and doers, not whiners and pessimists. No one taught me this and for a long time I splashed around in the muck…

King Russell

This morning the Russell 2000 small cap index broke above 1000 points for the first time ever. I took a look at the Russell data to get a better sense of where it’s been and what it’s composed of and came up with a few interesting datapoints. For starters, the Russell 2000 has done much…

Felix Zulauf: Here Comes the Buying Climax

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…