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Jeremy Grantham Believes The S&P 500 Is 75% Overvalued

November 19, 2013

[pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=159″] Financial Fall – Jeremy Grantham’s GMO: “The S&P Is Approximately 75% Overvalued; Its Fair Value Is 1100″ It has been a while since we heard from the rational folks over at GMO. Which is why we are happy that as every possible form of bubble in the capital markets rages, Jeremy Grantham… Continue reading Jeremy Grantham Believes The S&P 500 Is 75% Overvalued

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$13 Billion Settlement For J.P. Morgan

November 19, 2013

The Wall Street Journal –  J.P. Morgan, U.S. Reach Historic Settlement J.P. Morgan Chase & Co. and the Justice Department Monday agreed to a landmark $13 billion settlement that resolves a number of legal headaches for the largest U.S. bank, clearing the way for a public announcement as soon as Tuesday, according to people familiar… Continue reading $13 Billion Settlement For J.P. Morgan

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More On Bitcoin

November 19, 2013

The New York Times – Regulators See Value in Bitcoin, and Investors Hasten to Agree The virtual currency bitcoin took a big step toward the mainstream on Monday as federal authorities signaled their willingness to accept it as a legitimate payment alternative. A number of federal officials told a Senate hearing that such financial networks… Continue reading More On Bitcoin

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Maria Leaving CNBC For FOX Business

November 19, 2013

TVnewser – Maria Bartiromo Leaving CNBC For FBN Maria Bartiromo is leaving CNBC to join Fox Business. “After 20 years of groundbreaking work at CNBC, Maria Bartiromo will be leaving the company as her contract expires on November 24,” a CNBC spokesperson tells TVNewser. “Her contributions to CNBC are too numerous to list but we… Continue reading Maria Leaving CNBC For FOX Business

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Cartoons

November 19, 2013

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Can The Fed Justify Lowering Its Unemployment Threshold?

November 18, 2013

Real Time Economics (WSJ Blog) – Jon Hilsenrath: If Fed Lowers Unemployment Threshold, Key Question Will Be Why? There has been a lot of talk lately about the Federal Reserve altering guidance it has given for when it will raise short-term interest rates. The Fed has been saying since last year that it won’t raise… Continue reading Can The Fed Justify Lowering Its Unemployment Threshold?

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Newsclips

Stock Market Valuation

November 18, 2013

<Click on graphic for larger image> Barron’s – Cover: Bubble Trouble? Social media and cloud-related stocks seem stretched to bursting, but big blue chips still look attractive. Our 13 picks. The widespread gains have prompted talk of a bubble similar to ones in 2000 and 2007. And in certain pockets of technology, including social media… Continue reading Stock Market Valuation

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Easy Money Leads To Bubbles Away From Financial Markets Too

November 18, 2013

Yahoo – What’s behind the spike in art sales: vanity, fear and easy money Emerging market billionaires, driven by vanity, easy money from the world’s central banks and a quest for safe investments, are taking the contemporary art market to new heights. Art collectors made news for a second straight night on Wednesday as Sotheby’s… Continue reading Easy Money Leads To Bubbles Away From Financial Markets Too

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Opposing Yellen

November 18, 2013

The New York Sun – Editorial: Yellen Strikes Out Vice Chairman Yellen’s testimony before the Senate this morning moves us to oppose her confirmation to succeed Chairman Bernanke at the Federal Reserve. We don’t mind saying it’s an odd position for us, since we have great regard for her capacity as a forecaster, her character,… Continue reading Opposing Yellen

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Transporting Crude Oil

November 18, 2013

Barron’s – Ready to Jump the Rails Oil tank-car makers may have overestimated demand. As a result, their shares could be vulnerable to a 20%-plus drop. ONCE COMMON, crude-oil tank cars were supplanted by pipelines and oil tanker ships by the end of the 20th century, becoming largely a replacement business. Ethanol revived the business… Continue reading Transporting Crude Oil

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Rising Rates

November 18, 2013

The Wall Street Journal – Bond Investors Should Brace for Higher Rates Rise Will Likely Be More Gradual Than Last Summer’s But bond-fund managers warn that investors should brace for a resumed rise in interest rates—and the potential for more losses—over the coming year. The good news, however, is that fund managers believe any renewed… Continue reading Rising Rates

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Predicting Financial Crises

November 18, 2013

Bloomberg.com – Mark Buchanan: Actually, Economists Can Predict Financial Crises Economists have long argued that they shouldn’t be expected to predict crises, such as the one that almost sank the global economy five years ago. That depends on how you define the word “predict.” In recent years, an inconsistency has emerged in the economics profession.… Continue reading Predicting Financial Crises