media watch

I still believe the political price for a breakup is large but the chances of one are increasing because the policy decisions that governments and the EU are making cannot be maintained politically in the periphery or in the core. Unless we…

I was on Headline, BNN’s midday show on financial news, talking to presenter Paul Waldie and fellow guest Jacquie McNish this past Wednesday. The big news then was LinkedIn (LNKD). The first guest, Bill Buhr of Morningstar, spoke to the…

Yesterday, I had the pleasure of talking on CNBC along with Marc Chandler of Brown Brothers Harriman about the European sovereign debt crisis. I also wrote a piece in the New York Times about the same issue, concentrated on Greece. While…

I spoke to Tadas Viskanta of Abnormal Returns on StockTwits TV about a lot of different issues this past week. We discussed commodities, bond market, QE, tech stocks, and a lot more. Here's the video below.

On Friday I spoke to RT America about the mockery of a sham that is US public discourse on the debt ceiling issue. First of all, the US government creates dollars. They can always manufacture more if they so choose. It's a rubbish argument…

I was on BNN Headline with Howard Green this afternoon talking to Howard and Rob Cox about the housing data, earnings and tomorrow's Fed press conference. Let me add a bit of colour on housing here and link o the videos below.

I would argue that this is evidence that these companies are wasting shareholder capital by plunking down for splashy acquisitions and large new capital investments that are not paying off. Cisco and Microsoft have huge cash balances…

I was on the Alyona Show last night talking about the impending government shutdown. Regardless of your ideological predisposition, you have to see that this will have some negative effects for the economy over the short term. At this…

I was on the Max Keiser show talking to Max about precious metals, currency debasement and hyperinflation. Max was pushing the view that the U.S. was on its way to hyperinflation due to its reckless monetary policy. I argued against this…

I was on Business News Network with Rob Cox of Reuters Breakingviews yesterday. We were talking to Howard Green about all things economic. The video clip is linked below. But let me say a few words about the discussion. One of the two…