Peter,Earlier this week, on CNBC, banking analyst Meredith Whitney said, “I think that the call this year, the trade this year has been short the regional banks and go long the capital market

Birds are singing, the sun is shining, and life is beautiful again. On the surface, the vital signs of our economy are improving with every economic report. In some areas, like unemployment, the rate

1. The Economic Crisis Takes a Virulent TurnThe word credit comes from the Latin "credere" which means "to believe, or to trust." That's really all you need to know about the mode

All day and every day, some of the stock market's best and brightest traders and money managers share their ideas, insights and analysis in real-time on Minyanville's Buzz & Ban

The past quarter century was a fun one for the American consumer. But after all that borrowing and spending, consumers have re-discovered the benefits of thrift and prudence. This is good news for pe

1. Two Economies, One Outcome: DeflationMost people mistake inflation and deflation as the simple idea that inflation means rising prices and deflation means falling prices. The problem is, those are

The present contains all possible futures. But not all futures are good ones. Some can be quite cruel. The one we actually get is dictated by the choices we make. For the last few months I’ve b

A recent Bloomberg article was titled Pandit “Near Death” Hoard Signals Lower Bank Profits, and stated that Citigroup Inc. (C) and JPMorgan Chase & Co. (JPM) were hoarding cash as if

Reality, it appears, is a dish Washington believes is best served, never.Late Friday evening, long after most Americans had shut off their computer screens and turned their attention to more importan

Editor's Note: This article was written by Minyan Kevin Dougherty, a portfolio manager at Pharos Financial Group, a specialist investor in emerging markets. Kevin manages three funds, the Pharos