Tag Archives: Asset Bubbles

Curse Of The Magazine Cover Strikes Again!

Wow, the Economist had almost perfect timing. After publishing the following cover on Thursday, the Nasdaq 100 is down 7 percent in two days.   Regression To The Mean So, is there anything to the Magazine Cover Jinx?    We … Continue reading

Posted in Black Swan Watch, Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , , | 1 Comment

Watch This Space…

Because the eurozone is where the big bond bubble lives. Though the euro periphery is now in Convergence 2.0 mode on hopes of eMac’s vision of a more integrated ‘zone, the German 10-year is at a critical level, and yields … Continue reading

Posted in Bonds, Equities, German Bund, Uncategorized | Tagged , , | 11 Comments

Asset Markets, The Sports Illustrated Jinx, And The Dodgers

Why do stocks and assets markets crash? Why is there is a Sports Illustrated jinx and magazine cover stories often signal a sign of a top or bottom of the subject being portrayed? Regression to the mean, or, more simply, … Continue reading

Posted in Black Swan Watch, Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , , | 23 Comments