Last week I put out the article “Double Earnings Drops = Double Trouble”: Continue reading “Yield Curve vs. Earnings: Bull vs. Bear DEATH MATCH!”
Category: Commentary
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Imminent Accounting Change Rhymes with 2007 – $3 Trillion Impact
In 2007 the Financial Accounting Standards Board (FASB) made an accounting change – referred to as FAS 157. FAS 157—also known as “mark-to-market,” or “fair value accounting” was primarily responsible for Continue reading “Imminent Accounting Change Rhymes with 2007 – $3 Trillion Impact”
Smart Money vs. Dumb Money
I came across two interesting articles yesterday. One stated that SocGen – a French Investment bank – was shuttering its commodities business (Bloomberg). I thought that it was interesting for them to be “selling” at the bottom of the commodities cycle. Continue reading “Smart Money vs. Dumb Money”