What I'm Reading

Even the great investors get the right bets wrong

Massive JGB Selloff

El-Erian: Why this crisis is still far from finished

Japanese Stocks Cheap?

Learning from Amex

Counterparty Risk in the Commodity Market

If Tech Companies Are Beating Earnings, Why Isn't NASDAQ Breadth Improving?

This Bear Growls On

Jeremy Grantham Q1 Letter

Why Haven't Existing Home Sales Fallen Further?

Pimco's European Perspectives: Haven't We Been Here Before?