The long view is simply about gaining some perspective as the market whip back and forth in a very extended market topping process. It is about understanding that the markets for all their ups and down have really gone… Read More ›
TSP
Doug Noland: Thesis Update
With global risk markets staging a significant rally, it’s an appropriate time to update my bursting global Bubble thesis. Three weeks ago I titled a CBB “Crisis Management.” My view was that mounting global market instability had reached the point… Read More ›
Market Stress or Market Risk
I talk about market risk quite a bit and try to emphasize market risk is not static. This idea is not supported by mainstream thinking or financial marketing. “Financial Advisors” ask you how much risk you are willing to accept… Read More ›