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A Tale of Two ChinasMon Oct 19th, 2009
Kristin Graham This past Friday marked my two-month point of living in China. Admittedly, it’s been a roller coaster of emotions since I arrived. I came here searching for evidence that China really is the mi |
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Can We Trust the Leading Economic Indicators?Thu Oct 8th, 2009
Mike Mish Shedlock Leading economic indicators are soaring and inquiring minds are wondering if they signal a strong recovery in the works. First, let's consider the Bullish case from the ECRI.Please consider US recove |
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Overhyped Products: Corn EthanolMon Sep 28th, 2009
Scott Reeves
There’s just one problem with corn-based ethanol: It takes 29% more fossil energy to produce a gallon of ethanol than the ethanol release when burned as fuel. The disparity betwee |
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What's Oil Put Demand Telling Us?Tue Sep 22nd, 2009
Adam Warner Cancel that Prius, just like commodity technicians Fall Out Boy once sang, "Oil, We're Going Down". OK, it was "sugar," but oil is definitely going lower. Seriously. Why you ask? |
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Dollar, Equities Put Pressure on GoldMon Aug 17th, 2009
Przemyslaw Radomski Legendary investor Jim Rogers says he can't wait for the International Monetary Fund to sell some of its gold holdings. Should that cause the price of gold to dip, Rogers says he will buy some more.I |
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Health Insurance A La Carte: Do You Want Medevac With Those Fries?Thu Aug 6th, 2009
Andrew Jeffery If only life were that simple -- maybe we could pick health insurance like we do items from the McDonald's (MCD) Dollar Menu (or the bill of fare at Nobu): a la carte. But life isn't simple, so rathe |
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A Two-Part Bet on VIX and SPXThu Jul 16th, 2009
Adam Warner I've written a lot about this disparity between August VIX futures and the VIX itself. But is there a way to "lock in" the inevitable convergence?Lawrence McMillan (one of the great ones in |
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Randoms: Is P/E Price Earnings or Public Enemy?Wed May 20th, 2009
Todd Harrison Editor's Note: The following was posted in real time on our premium Buzz & Banter (click for a free trial). It's being shared here for the benefit of the Minyanville community. See also Make or B |
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Randoms: Good Bank, Bad Bank?Tue Apr 28th, 2009
Todd Harrison Editor's Note: The following was posted in real time on our premium Buzz & Banter (click for a free trial). It's being shared here for the benefit of the Minyanville community. See also Will Turn |
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Overpricing VolatilityThu Apr 16th, 2009
Adam Warner Here's CXO with a look at the general disparity between implied and realized volatility:Why does the volatility of the stock market as implied by the prices of equity index options generally exceed a |






