CalPERS CFO Charles Asubonten’s Form 700 Violation and His Unduly Mysterious Private Equity Firm
More on the sketchy history of CalPERS’ new CEO, Charles Asubonten.
Read more...Category Archives: Investment outlook
Elon Musk’s Two Great Virtues
Elon Musk can conjure up wonderful images of the future. In the here and now, can he even produce cars (batteries? solar panels? anything?) on schedule? What is going to happen to Tesla?
Read more...Millennials Are Waiting For The End Of Capitalism
Not surprisingly, Millennials are not in very good financial shape…..
Read more...Wolf Richter: Tesla Slammed by Tesla (and Moody’s)
Tesla’s bubble is starting to deflate.
Read more...Shareholder Proposals Target Climate Change Risk
Shareholders step up demands for companies disclose more information about the impact of climate change; these calls extend beyond energy companies.
Read more...Mr. Market Has a Meltdown
Musing on the market swan dive yesterday.
Read more...Wolf Richter: What Will Rising Mortgage Rates Do to Housing Bubble 2?
Rising mortgage rate are about to do some damage to the house party.
Read more...Nomi Prins: My Financial Road Map for 2018
Some crystal ball gazing for 2018.
Read more...Why Are Profit-Making Factories Closing Across England?
The curious case of England’s closing factories shows the need for industrial strategy to counter rampant short-termism.
Read more...US Treasury Rates Hit Nine-Year Highs
But the yield spread collapses to lowest since early in the Financial Crisis. Even the Fed is worried.
Read more...Why Those Looking for the Next Crisis May be Looking in the Wrong Places
More and more experts are nattering nervously about market risk and occasionally using the “crisis” word. What are the potential hazards?
Read more...Ilargi: The Curious Case of Missing the Market Boom
A skeptical look at a defense of stock market valuations.
Read more...The Fed’s Unwinding
Economists debate the Fed’s plan to shrink its balance sheet.
Read more...Will the Great Taper Bring on GFC 2.0?
If you believe asset prices are bubbly, the soon-to-start central bank taper looks likely to pop them.
Read more...Moody’s on Amazon: “Weakest of the Big US Retailers”
Moody’s throws a big bucket of cold water on Amazon frenzy. Will investors take heed or will it take longer for reality to sink in?
Read more...