Keith Weiner

Crude Oil Supply and Demand

Crude Oil Supply and Demand

With the endless rumors of deals that explain the move, we thought we would look at the spreads.

 Keith Weiner

Going All-In On a Weak Argument

Going All-In On a Weak Argument

The wealthy prefer the dollar system. It’s making them wealthier.

 Dickson Buchanan, Jr.

Argentina’s Default: A Devastating Lesson in Unfunded Government Liabilities

Argentina’s Default: A Devastating Lesson in Unfunded Government Liabilities

Argentina’s central planners have pursued a slew of defunct monetary policies of the Keynesian, Monetarist and Mercantilist variety. Repeated default is the fruit of that labor.

 Keith Weiner

The SEC Attacks SAC Capital

The SEC Attacks SAC Capital

Even if you think that insider trading is bad, can you really say with a straight face that it is an act of deception?

Even if you think that insider trading is bad, can you really say with a straight face that it is an act of deception?

 Peter Tchir

From Newton to Bohr, Kasparov to Big Blue & from Keynes to No One

From Newton to Bohr, Kasparov to Big Blue & from Keynes to No One

Too much faith is being placed in untested economic theories that may or may not work, or may or may not even be correct

 Paul Brodsky

That Pesky Marketplace – A Political Fable

That Pesky Marketplace – A Political Fable

When the financial markets no longer reflect the human condition, authorities must answer to true power – the marketplace.

 Keith Weiner

The Dollar is Going Up

The Dollar is Going Up

Right now, everyone is on the same side of the trade: long equities. This is dangerous…

 Deutsche Bank Research

Small country, oversized financial sector: Really intolerable?

Small country, oversized financial sector: Really intolerable?

Several European politicians have opined that a large financial sector was an unacceptable business model for a small country.

 David Folkerts-Landau

Financial Transaction Tax: Counterproductive

Financial Transaction Tax: Counterproductive

At a time when the cost and availability of capital in the EU is sometimes problematic, the FTT would raise it for households, firms and even states.

 Paul Brodsky

The Fed’s Exit

The Fed’s Exit

The magnitude of the systemic leverage problem will be met with equal inflationary force.

 John Browne

Gentlemen, Start Your Presses

Gentlemen, Start Your Presses

The age of truly easy money may be just getting started.

 Peter Schiff

The Pound Gets Pounded

The Pound Gets Pounded

The travails of the pound is far more instructive to those pondering the fate of the U.S. currency.