Beyond Bulls & Bears

Note to Central Banks: Equity Markets Are Not Your Problem
Equity

Note to Central Banks: Equity Markets Are Not Your Problem

At some point, I believe we need to disengage from stimulus spending. If world economies can only survive if they are given cheap money—and tons of it—in my view it would mark the failure of the market economy.

European Bank Stocks: Time to Buy, or Bail?

European Bank Stocks: Time to Buy, or Bail?

A gradually improving economic outlook, conservative loan underwriting and the potential for write-backs from existing non-performing loan provisions should support a recovery in European bank equities.