Econintersect:  We are used to hearing time and again that “this time is different” is a thought that repeatedly comes to grief in the full passage of time.  Now New York University professor Nouriel Roubini (pictured) has a variation on that theme:  Rou… more »

Econintersect:  Laszlo Birinyi (pictured), who manages investments of more than $400 million, says that U.S. stocks are entering the third of four stages that will eventually constitute the complete bull market following the bottom in March 2009.  The ye… more »

Econontersect:  Economist Mark Perry (Carpe Diem) pointed out last week that the New York Fed inflation risk gauge is stuck on zero.  This is a metric which uses the slope of the yield curve (from the 3-month rate out to the 10-year rate) to determine the probability of recession within the next twelve months. more »