Stock market analysts — known around here as z-vals due to the zero-validity of their 50 pct mistake rate — are busy forecasting what the turmoil in the Ukraine will mean to financial markets. Here we go again. There is no way to know, but that doesn’t stop them from posing as if there is. […]
Category Archives: On The Desk
On the Desk 8/21/13
OVERVIEW Market Valuation | The Shiller P/E has flashed red for months. Now Jim Swanson at MFS is worried about trailing P/E, too. Rising Rates | Yields are bouncing around two-year highs. There may be more to it than just a taper tantrum. Summers or Yellen? | The frontrunners to head the Fed sport very […]
