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rrward.blogspot.com

Portfolio Journal

Wednesday, August 13, 2008. Greenspan: Repel the Calls to Contain Competitive Markets. European House Price Guide. Hussman Weekly Market Comment (Last Week). M&A and the Dollar. Global Economy Remains Solid. Slim Pickings at ML. Roubini Interview with Barrons. Fergusson: How a Local Squall Might Become a Global Tempest. Short View: European Economy. European vs US Banks. The Four Part Series: The Big Freeze. The Woman Who Called Wall Street's Crisis. Risk for Spain's Banks. Wednesday, July 16, 2008.

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Portfolio Journal | rrward.blogspot.com Reviews
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Wednesday, August 13, 2008. Greenspan: Repel the Calls to Contain Competitive Markets. European House Price Guide. Hussman Weekly Market Comment (Last Week). M&A and the Dollar. Global Economy Remains Solid. Slim Pickings at ML. Roubini Interview with Barrons. Fergusson: How a Local Squall Might Become a Global Tempest. Short View: European Economy. European vs US Banks. The Four Part Series: The Big Freeze. The Woman Who Called Wall Street's Crisis. Risk for Spain's Banks. Wednesday, July 16, 2008.
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Portfolio Journal | rrward.blogspot.com Reviews

https://rrward.blogspot.com

Wednesday, August 13, 2008. Greenspan: Repel the Calls to Contain Competitive Markets. European House Price Guide. Hussman Weekly Market Comment (Last Week). M&A and the Dollar. Global Economy Remains Solid. Slim Pickings at ML. Roubini Interview with Barrons. Fergusson: How a Local Squall Might Become a Global Tempest. Short View: European Economy. European vs US Banks. The Four Part Series: The Big Freeze. The Woman Who Called Wall Street's Crisis. Risk for Spain's Banks. Wednesday, July 16, 2008.

INTERNAL PAGES

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1

Portfolio Journal: June 2008

http://rrward.blogspot.com/2008_06_01_archive.html

Sunday, June 8, 2008. Sesit: Dollar Peg Should Be Buried to Beat Inflation. Sharpe Ratios of Managers. Rate Rise Expectation Overplayed, believe Fed Officials. Scientists find bugs that eat waste and excrete gasoline. Yahoo must call time on Jerry Yang. Subscribe to: Posts (Atom). View my complete profile.

2

Portfolio Journal: March 2008

http://rrward.blogspot.com/2008_03_01_archive.html

Tuesday, March 25, 2008. S&P/Case-Shiller Home Price Index Falls. Record 10.7% Interesting point in this article. Lehman predicts another 10% slide in home prices, predicts new home sales bottom in the middle of this year, existing home sales and housing starts bottom in the third quarter. Peter Bernstein on The Shape of the Future. Via John Mauldin) This is the same Bernstein that wrote Against the Gods. Some Cruel Context on the US Housing Market. Obama and Big Oil. Is this a Bear Market? Why are their...

3

Portfolio Journal: July 2008

http://rrward.blogspot.com/2008_07_01_archive.html

Wednesday, July 16, 2008. Judging by the US, the worst might be yet to come. The wrong tools to tackle inflation. JPM: Economy "Weak, likely to get weaker". Welcome to the vacuum market. Edwards: Jail Eddie George and mervyn King. And Bernanke! Cold-Eyed Review of a Red-Hot Rally. The Psychology of Selling. Merrill's Q2 - Worse than Expected. Fannie and Freddie: Another bust for Shareholders. Are the Hunters Low on Magic Bullets? El-Erian: Crisis and Coherence. US inflation is not going away anytime soon.

4

Portfolio Journal: April 2008

http://rrward.blogspot.com/2008_04_01_archive.html

Tuesday, April 29, 2008. Hussman's Weekly Market Comment. The Fertilizer Commodity Bubble. Silver Prices to Resume Rally in Late 2008, early 2009. The Real Impact of De-Leveraging. Is the Credit Crisis Really Over? Minsky Would Say No. The Collapse of Monetarism and the Irrelevance of the New Monetary Consensus. Brazilian Stocks on Fire. Low Spending is Taking Toll on Economy. How Long Can the Rally Run? Ten Things Everyone Should Know about the VIX. What I'm Reading and Thinking. Seems darn pricey to me.

5

Portfolio Journal: What I'm Reading

http://rrward.blogspot.com/2008/07/what-im-reading.html

Wednesday, July 16, 2008. Fannie and Freddie: Another bust for Shareholders. Are the Hunters Low on Magic Bullets? El-Erian: Crisis and Coherence. US inflation is not going away anytime soon. Rogers: Fannie Plan a Disaster. Fed Holds its Breath on Inflation. Treasury Default Swaps: New Record. A trillion dollar mean reversion. View my complete profile.

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Portfolio Journal

Wednesday, August 13, 2008. Greenspan: Repel the Calls to Contain Competitive Markets. European House Price Guide. Hussman Weekly Market Comment (Last Week). M&A and the Dollar. Global Economy Remains Solid. Slim Pickings at ML. Roubini Interview with Barrons. Fergusson: How a Local Squall Might Become a Global Tempest. Short View: European Economy. European vs US Banks. The Four Part Series: The Big Freeze. The Woman Who Called Wall Street's Crisis. Risk for Spain's Banks. Wednesday, July 16, 2008.

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