Taking Measure of Deregulation


The Trump administration’s attitude towards banks may sound friendly, but major deregulatory reforms remain a long shot.

Taking Measure of Deregulation


The Trump administration’s attitude towards banks may sound friendly, but major deregulatory reforms remain a long shot.

A Week Without Washington Wouldn’t Wreck Stocks


A government shutdown shouldn’t rattle markets.

Shut Down Shutdown Fears


History shows government shutdowns don’t shut down stocks.

‘Repeal and Replace’ Debate No Poison Pill


Health Care stocks have moved on from the Affordable Care Act repeal debate.

Merkel’s Murky Win


Germany’s election is another step in Europe’s year of falling uncertainty.

A Preview of Germany’s Election


What should investors make of Germany’s upcoming election?

The State of Gridlock


Taking stock of gridlock six months into the new administration.

Debt Ceiling Episode CXI: Return of the Revenge of the Son of the Debt Ceiling and the Temple of Doom Strikes Back, Part Deux


Congress might not repeal the debt ceiling, but they’ll almost certainly raise it for the 111th time.

Will a Possible Trump Steel Tariff Corrode Stocks?


Talk of tariffs stokes fear of a trade war and economic downturn but are these fears overblown?

Stray Thoughts on the UK Election


On gridlock, Scotland, Brexit and more.

Is This Theresa’s Month of May or Oopsy Daisy?


Exit polls show a hung Parliament, but that could change as results come in.

Comey Comes to Capitol Hill


Political theater can entertain, but to stocks, it’s mostly noise.

After Trump, Guess We Won’t Always Have Paris After All


US President Donald Trump’s much-discussed decision to exit the Paris climate agreement is too long term, general, sketchy and symbolic to matter to stocks.

What’s Really at Stake in the UK General Election?


Recent poll results are stirring angst over UK elections, but this obscures the vote’s most important factor for stocks: how easily the resulting government can pass new laws.

Et Tu, Italy?


What should investors make of recent early Italian election chatter?

Budget 2018: Trump’s Oil Dump?


A look at Trump’s first budget, and in particular, the Strategic Petroleum Reserve. 

Your Best Hedge Against Beltway Theatrics


Hint: It involves owning stocks.

A Korean Soap Opera Comes to an End


Korea has a new president: another example of falling uncertainty in 2017. 

Emerging Market Developments


As in the developed world, falling political uncertainty is lifting some Emerging Markets.

May Wants to Vote in June


What should investors make of the UK's call for a snap election?

Market Insights: 2017 European Elections


This Market Insights video examines the 2017 European elections and what they might mean for the market moving forward.

Wednesday Wasn’t Wilders’ Day


Voters disproved fears of the Dutch election ushering in an anti-euro party.

Seeing Through the Debt Ceiling


Recurring debt ceiling theatrics often unnerve investors, but they’re toothless.

Europe’s Falling Uncertainty: Dutch Edition


Next week’s Dutch parliamentary election is first in line to clear up political uncertainty in the Continent.  

Are French Politics Trumpeting Concerning Change?


Recent developments in the French presidential race worry some investors. 

Market Insights: Trump's First 100 Days


In this Market Insights video we take a closer look at Trump's first 100 days as president and what it means for the US economy.

Executive Disorder?


Set aside emotion before assessing the impact of President Trump’s executive actions.

A New Flavor of Gridlock


President Trump’s Congressional majority doesn’t assure easy victories.

Trump Trades Fade Post-Election


Politicians—even ones with Twitter accounts—don’t predictably influence stocks.

The Art of the Free Trade Deal


Can President Trump make good on all his trade threats?

Topsy-Turvy Politics Aren’t Just Made in America


Beyond the US presidential election, other countries are dealing with their own political issues.

When Not to Trade


Election-night volatility led to wildly incorrect market forecasts, showing the folly of trading around major news events.

Beltway Politics Don’t Always Trump Local


National elections get the most headlines, but local races and ballot measures have just as much impact on everyday life and commerce.

The Voters Have Spoken


What to expect from markets under a President Trump.

Vote No Against Hypothetical Post-Election Returns


Take post-election market projections with a grain of salt.

The Unabridged History of Postwar Elections and Stocks


How have stocks typically acted around presidential elections?

Why You Shouldn’t Overrate the 2016 Election’s Tax Policy Debate


All the presidential candidates want to tinker with your taxes. What does it mean for stocks?

MarketMinder Minute - Presidential Authority Has Limited Power


This MarketMinder Minute evaluates the limited authority and potential market impact of a newly elected president.

Clinton, Trump and … Linus Van Pelt?


Forget FOX, MSNBC, CNN, talk radio and all the rest: Everything investors need to know about this election, they can learn from Charlie Brown.

Blue? Red? For Stocks, Election Years Are Typically Green


Falling uncertainty as elections approach tends to boost stock market returns.

This Week in Global Politics


Britain and Oz and Japan—oh my!

One Simple Investors’ Trick for Navigating Brexit


When weighing politics—even Brexit—investors must focus on actions, not talk.

Adiós to the EU?


What does Brexit signal about future European elections?   

History Shows Election Nerves Don’t Stress Stocks


Getting closer to an election won’t automatically roil stocks. 

Inside George Osborne’s Red Briefcase


The red briefcase wasn’t the only symbolism in Britain’s budget.

The US Election and Stocks: Beware Your Bias


While politics are an input for stocks, bias can exaggerate the degree of importance.

Stay Cool After Super Tuesday


Super Tuesday helped the Presidential race come into focus, but it’ll be another two weeks before markets get meaningful clarity on the eventual nominees.

Brexit Referendum Countdown Begins


The referendum is on the calendar, but Brexit talk is still mostly noise as far as markets are concerned.

Presidential Change Has Limited Range


Can the President of The United States affect sweeping change on his or her own?

That Raucous Iowa Caucus


Some candidates won, the polls lost, and it’s still too early to handicap November’s race. 

The US Government Did Something … and It Isn’t Awful!


The US government passed and signed spending and tax legislation Friday and it was surprisingly good.

Presidential Politics and America’s Economic Relationship With China


Political rhetoric on China doesn’t overlap much with reality.

Ken Fisher: ‘Bad Politicians Don’t Mean Bear Markets’


Stocks care about policies, not personalities.

Much Ado About the Budget


While Congress’s bipartisan budget agreement dominates headlines, its macro impact is limited.  

Defanging Debt-Ceiling Doom


Like a bad movie sequel, we suggest paying little heed to the latest debt ceiling chatter.

Canadians Were Ready to Vote


Monday, Canadian voters hit the polls and delivered a new leader a surprise majority. But the broad headwinds facing Canadian stocks and its economy aren’t likely to change soon.

Greek Election: Meet the New Boss…


Alexis Tsipras gets another chance.



Early election polls do not necessarily reflect the final vote, especially of late.

Global Politics Check-In


A look at recent political developments shows changes—both potential and real—don’t seem likely to alter markets’ direction.

Greece Is Having a Good Week


Greece got its bailout money, but plenty of hurdles remain.

A Presidential Candidate Has Thoughts on Capital Gains


We take a look at one presidential hopeful’s plan to address “quarterly capitalism.”

Balanced Budgets and a Surplus of Sociology


The UK government’s plans to pass a balanced-budget rule are sociologically sweeping, but their economic and market-moving scope appears limited.

It’s the Slow Lane for TPP


So-called fast-track Trade-Promotion Authority legislation hit the skids Friday, when the House rejected a related bill, hampering US involvement in the Trans-Pacific Partnership.

A Spanish Uprising?


Should the rise of populist parties in Spain concern investors?

UK Election Results Surprise but Aren’t a Gamechanger


The UK election’s outcome hasn’t increased political risk for stocks.

British Gridlock Isn’t Bearish


Those warning a hung Parliament in Britain risks repeating 1974’s UK stock market plunge overlook several key points. 

One Fish, Two Fish, Red Fish, Blue Fish


Oh the places this election could go!

Political Tool Returns After One Year Vacation: Debt Ceiling


The Debt Ceiling is back—here’s what that actually means.

UK Politicians Want Some Votes


The 2015 Budget marks the kick-off of UK election season.

Congressmen Attempt to Invite Monetary Error, Fail


Has the Fed become politicized?

Greece U-Turns, Declares Victory


Did the new Greek government just #U-turn? 

Gumby, Greek Politicians and Other Bendy Things


Greek and eurozone leaders said some things and made some plans.

Greek Flip-Flops: Not Just for Santorini


What to make of noisy negotiations between Greece's new anti-austerity government and their European creditors? 

Reason #529 Why Stocks Love Gridlock


President Obama's decision to scrap plans to tax 529 savings plan distributions probably won't have a direct market impact, but it illustrates why stocks like gridlock. 

Greek Government Theatrics and Other Reruns


Greece has a new anti-austerity government, but a disorderly euro exit is as unlikely as ever.

The Often-Rumored, But Rarely Seen Grexit


Politicking over a Greek exit from the euro resumes.

Icarus, Grexit and Other Greek Mythology


Four years in, Greece fears are still false—and false fears are bullish.

Now What?


Did economic reform in Japan just become more likely?

The Greek Gambit, Redux


Does Greek political turmoil mean the euro crisis has returned? 

What to Expect from Lame-Duck Season


What should investors take away from this year’s lame duck?

Goldilocks Gridlock


Whether midterm election results leave you enthralled or enraged, the gridlock they bring is the real reward for investors.

Voting For Gridlock


Midterm-election speculation abounds. But what do the likeliest outcomes mean for investors?

Independent for a Reason


Greater collaboration between the Fed and Treasury doesn’t ensure better policy. 

Cantor Canned, Stocks Jarred?


Will the House’s big upset put stocks in a pickle?

The War on Long-Term Forecasts (Not Coal)


What does President Obama’s new environmental plan mean for investors?

Open for Business?


European politicians’ stance on foreign investment? It’s complicated.



European Parliament elections are quickly approaching—is a bigger euroskeptic movement nearing, too?

Sealing Votes with the Debt Ceiling


Congress’s latest debt ceiling vote doesn’t mean much for markets, but it does shed light on 2014 midterms. 

The Gift of Gridlock


Your holiday gift from inside the Beltway is a lack of new laws.

Shinzo’s Stalemate


On the anniversary of his election, reviewing Japanese Prime Minister Shinzo Abe’s progress thus far might prove insightful for Japanese reform in the near future.

Berlusconi Out, German Government In


Eurozone politics got a little clearer on Wednesday.

Tick Tick Boom?


Don’t sweat Congress’s latest shenanigans—we still won’t default.

Defaulty Logic


Despite what our President, Treasury Secretary and House Speaker say, hitting the debt ceiling doesn’t mean imminent default.

Sam, I Am Green Budgets and Ham


Should investors fret a possible government shutdown?

Angela’s Next Step


What’s next for German Chancellor Angela Merkel after Sunday’s election?

The Return of the Debt Ceiling: Part 108


As the federal government prepares to go to the mattresses, should long-term investors be worried if Congress doesn’t raise the debt ceiling?

Brewing German Elections


German elections are a month away and, currently, polls indicate a re-election for Chancellor Angela Merkel. In our view, this apparent lack of political uncertainty is further evidence the eurozone isn’t as bad as feared.

The Student-Loan Crisis That Wasn’t


In June, headlines decrying the student-loan rate’s upcoming July 1 rise seemed par for the course—so was politicians’ late-to-game solution this week.

Carbon Dating Politics


As Australia’s carbon tax U-Turn shows, legislation can and does change—something investors should remember when considering portfolio moves.

Municipal Bond Madness


A proposed tax on municipal bonds likely doesn’t get through Washington gridlock.  

The Good, The Basel and The Eurozone


Manufacturing, the Fed and a couple of PIIGS provided a mix of news for investors early this week—some good, some not-so-good and some simply political.

Political Theater: Global Edition


Election updates from the land Down Under to the Land of the Rising Sun.

The Congress of Our Discontent


Snippets from around the web illustrating the market impact of our currently gridlocked government.

The Return of the Debt Ceiling


If no calamity or even remotely negative consequence ensued from suspending the debt ceiling for three months, why should it return?

Icing the Gridlock Cake


Political scandals distract politicians from legislating—a great thing for stocks.



Despite a seemingly pro-business move lowering some taxes on Monday, Hollande’s future legislation likely doesn’t stay on this, or any, set path.

Abe’s Constitutional Gambit


It seems Japanese economic reform may be on ice for now as Abe takes aim at the constitution.

Meet the New Boss…


After six rounds of voting, Italy has a president who can now work toward establishing a government.

Across the Pond Thursday


The Italian presidential election and Germany’s approval of Cyprus’s bailout dominated eurozone news on Thursday.

Venezuela’s Post-Election Politics


Chavez’s heir apparent seems set to take power. Whether he maintains it remains to be seen.

Fixing Too Big to Fail?


The latest efforts to “fix” too big to fail seem unlikely to pass, but their unintended consequences still bear scrutiny.

Cooperation or Contention?


The tenor of political debate has little economic impact. 

Viva, Venezuela!


The death of a brutal tyrant could be an opening for the Venezuelan people.

11th Hour Sequestration Politics


The sequester likely has little overall economic impact—and may in fact be useful to both parties.

Italy’s Greecey Elections


Financial news exploded with cheers and fears over Italy’s parliamentary elections Tuesday—but the story moving forward seems to be a familiar one.

Simpson-Bowles II: Along Came Sequester


Roundly viewed as DOA, it seems the Simpson-Bowles plan may get a new life—for now.

The Gentle Sequestration Slope


With just under two weeks remaining before March 1, the lines seem drawn for a political debate over government spending cuts.

Weighing the State of the Union


This year’s State of the Union had few concrete economic plans—but the big one, a free trade deal with Europe, should bring big rewards over time.

North Korea Nuked … North Korea


North Korea staged its third nuclear test. Now what?

Lost Connections: Solution Seeking Problem


Politicians often seem in search of problems for their solutions—so seems the case in the UK’s banking industry.

Previewing Italy’s Election


Silvio Berlusconi’s potential comeback bid may add some drama as Italy’s election draws near, but pro-euro politicians look most likely to emerge victorious.

Out With the Old, In With the Same Old


Congress reached a last-minute fiscal cliff-averting deal—which effectively sets us up for a similar conversation in just a couple months.

The Milkman Cometh


If the US falls off the “dairy cliff,” will milk prices double?

Extraordinary Politicking


A look at the debt ceiling and the Treasury’s extraordinary measures to keep politicians politicking.

Cliff’s Fisca-la-la-la Follies


Just as the holiday season is reaching its peak, so are debates about the fiscal cliff … At least, they seem to be getting there.

Lights, Energy, Inaction! Ken Fisher’s Warning Against Unintended Consequences


France's attempt to conserve energy use may have unintended consequences.

Austerity in the UK?


No matter the political hubbub that follows, Britain’s 2013 budget plans clearly show austerity is still a misnomer, at least in the UK.

Politics as Usual


Politicians globally were up to their usual games Tuesday—here’s a brief look at a couple instances.

All Eyes on China


What does China’s leadership transition mean for its economy?

Obama, Take Two


Investors concerned about the impact on stocks from Obama’s second term should consider some key factors.

Political Profiteering


Politicians engaged in attempting to allocate scarce resources in the Northeast could easily do more good by letting markets do what they do best.

Ancillary Agencies


The President’s recent proposal of a new Secretary of Business seems more likely to add to government bureaucracy than to streamline it, whatever the stated aim.

Elections Over Economics


A global glance at economic data to put political rhetoric in context.

Unemployment and the Undecided


Does September’s unemployment rate imply anything about the two presidential candidates’ employment prospects?

The Brits’ Bureaucratic Business Banking Boost?


The UK announced plans to create a state-backed development bank—a rather odd way to help boost lending, prompted by a rather odd bit of political theater.

Financial Oversight or Overkill?


Various government bodies are considering changes to the way the financial system is monitored and regulated—and the suggestions don’t strike us as the best ideas.

Global Elections Update


As the US presidential election draws closer, it provides an opportune time to look at other elections globally.

Voting 101


While we find nearly every politician equally abhorrent, we can find a few issues that shouldn’t sway your vote.

Donkeys, Elephants and Employment


A bifurcated jobs report on Friday likely adds fodder to the political debate over unemployment.

Is It Gold for the Americans?


Politicians allegedly reached an agreement to agree to a budget by the end of September—but is the deal worth a gold medal?

A Tale of Two Governments


While European politicians seemingly took a step forward Friday, Aussie politicians circled.



The Supreme Court declared 2010’s health care reform bill constitutional on Thursday—what does the decision mean for stocks?

Guzzling Government Gas


Why we don’t need the government to help direct a possible natural gas transition.

Politicking and the Pitch


Greece formed a coalition government earlier this week, making a Greek exit from the euro even less likely. But Germany would like to escort the Greeks out of another Euro before the week ends.

Capitol Confusion


Capitol Hill’s misplaced (and often contradictory) observations can lead to confused legislation—and, quite often, capital confusion.

Web Soup: Growing Services and Politicking Politicians


The US’s growing service sector, Argentina’s adventures in resource nationalism and the latest on Spain and Germany.

Predictable Politicking


Politicians worldwide played politics as usual Tuesday—here’s a brief sampling.

Dutch Power-Play, French Populism


The Dutch government’s collapse and France’s first-round vote highlight a far-right resurgence, but today’s populism doesn’t necessarily dictate tomorrow’s policies.

The Tempest in Budapest


Hungarian Prime Minister Viktor Orban’s political cat-and-mouse game with European Commission officials seems a little closer to resolution—though the country still faces hurdles ahead.

Consistently Taxing


A look at some historical facts in honor of 2012’s tax day.

Fuzzy Facts and Other Political Fallacies


Viewing the economy and markets through a political lens can easily lead to investing mistakes.

Warranted Criticism


Before regulators suggest banks dial back their criticisms of planned rules and regulations, perhaps they should keep their confidence in check.

Raising Flags Over the Eurozone


Greece continued to make incremental progress Thursday, and additional signs of the eurozone’s multispeed economy emerged.

All Over the Map on Taxes


Recent news and plans on taxes show politicians globally seem to misunderstand some pretty basic concepts. 

These PIIGS Went to Market


A look at falling Italian and Spanish debt yields.

The State of Politics (as Usual)


President Obama’s State of the Union address Tuesday received the traditional level of scrutiny from both sides—but the chances much actually comes of such political speeches are typically quite low.

Headlines in Iowa (and Elsewhere)


Tuesday marked the first US trading day of the year—here’s a quick rundown of some primary stories.

As Good as Congress Gets


The US Treasury seems poised to request another debt ceiling increase soon. And this time, the exercise seems even more meaningless.

Greece’s Tranche and the ECB


While troubled PIIGS have taken incremental steps forward, eurozone politicians continue to take necessary measures to prevent a disorderly breakup of the union.

Super Stalemate


The US budget super committee delivered not-so-super results.

This Week in Flubs


Political goofs and missteps are part of the game. Today, we bring you last week’s best of the worst.

A Dash of Growth and a Pinch of a Plan


GDP was nicely positive, and the eurozone finally seems to have a plan.

Harping on HARP


The government announced a new plan to shore up underwater homeowners. But will it work?

Seeing the Forest and the Trees on Trade


Connecting the dots between seemingly unrelated events—especially those orchestrated by politicians—is critical to successful investing.

A Not-So-Surprising Surprise


That banks have started charging fees for debit card use didn’t surprise us much—but it seems to have caught politicians off-guard.

Freeing Trade


Long-stalled free trade agreements with South Korea, Colombia and Panama appear set to move forward—an incremental positive for the US.

Taxing Regulation


Here's a look around the web at America's overly complicated tax and regulatory codes—and a comparison to put them in perspective.

Do Little Fed, Do Nothing Government


While the Fed took an incremental step intended to buoy the economy Wednesday, Congress seems committed to quite the opposite tactic—doing nothing.

Whispers, Politics and Remembrance


A Friday look at things recent—and things remembered.

Flipping Through the (Web) Pages


A collection of stories making headlines around the web Tuesday.

Politics and Pigskins


President Obama will address the nation Thursday on the current domestic jobs situation—but it’s unlikely solutions come from politicians on either side of the aisle.

Update on Brazil: Unexpected Monetary and Fiscal Stimulus


Brazil’s latest moves provide investors with an excellent reminder of the importance of thinking globally.

Regulating Regulators’ Regulations


It seems were going to have fewer nonsensical federal regulations following a recent government review. But let’s hope this baby-step doesn’t conclude their efforts.

The Politics of Fear


White-hot, fear-based rhetoric is flying around the debt ceiling as politicians try to sell their positions. And, some links.

Huddling Up on Greece


Agreement was reached on the newest plan to quell peripheral European sovereign debt issues. What does the deal accomplish?

Grading on a Curve


Eurozone bank stress test results were released recently to widespread criticism.

Breaking News-US Manufacturing Isn’t Dead


US manufacturing is alive and well, making government claims there’s a need for a “national strategy” dubious at best.

Fisher Investments On Debt Ceilings and Downgrades


The US was warned its debt rating is on review, tied mostly to a political debate over an arbitrary marker—something that has happened before with no ill effect.

A Little Less Legislation, Please


Recent legislation and its unintended consequences have us asking for a little more conversation and a little less action.

Showdown at the Deregulatory Corral


Republicans and Democrats agree—the US has a lot of unnecessary regulation. If only they’d take it a step further.

Make a Trade for Trade


Pending FTAs with Panama, Colombia and South Korea are caught in yet another political battle.

Let’s All Say on Pay


US firms are beginning to allow investors to “say on pay,” a popular Dodd-Frank provision that likely does little to prevent future disasters.

The Dodd-Frank “Act” Strikes Again?


The Federal Reserve released yet another proposal in response to provisions of the Dodd-Frank Act, but practical details were few and far between and likely unnecessary.

The Scarlet Letter


S&P downgraded the US’s credit rating outlook by a notch, but it shouldn’t mean much.

’Tis the Season


Politicians are duking it out in a timely battle over taxes, debts, and deficits. But what will be the market impact when a winner emerges?

A Lesson in the Law of Unintended Consequences


Legislation that interferes with free markets can and frequently does have completely unintended consequences—sometimes undermining the very purpose of the legislation.

Shutdown Charade


Talk swirled of a potential government shutdown Friday, but let’s separate the economic wheat from the political chaff.

An Impasse Comes to Pass


Congressional Democrats and Republicans continue to battle over the budget.

Eurozone Power Plays


Recent local elections suggest gridlock is taking hold in Europe.

Another Five-Year Plan


China recently revealed the blueprint of its economic policies and objectives for the next five years.

Dollar on the Decline?


Neither the yuan—nor any other currency—will upstage dollar dominance anytime soon.

A Budget Battle


President Obama revealed his 2012 budget Monday—and true to form, lawmakers are already bristling over proposed spending cuts and tax increases.

Vaguely Reforming Their Fannie


Treasury Secretary Tim Geithner presented three proposals for reforming Fannie Mae and Freddie Mac on Friday.

Merlin’s Unintended Magic


Regulations and agreements like the UK's Project Merlin may make unhappy taxpayers feel better, but they're more likely to do harm than address the actual issues.

Hitting the Mark-to-Market


The FASB's actions speak louder than the FCIC's words.

SOTU: An Acronym Promising Fewer Acronyms


The President dropped a tempting teaser in his State of the Union address Tuesday night when he discussed deregulation. We've got some ideas of where to start.

Rumored Rulemaking


The Dodd-Frank financial reform law mandated myriad studies, and they're beginning to roll in—to a chorus of yawns and questions.

With Liberty and Internet for All

The FCC voted 3-2 to regulate Internet access.

Politically Taxing Our Ears

The tax rate extension compromise is now law. And predictably, there's both undeserved criticism and unwarranted lauding of the deal.

Dodd-Frank Says Ditch Fitch

The Dodd-Frank legislation calls for the end of the rating agency oligopoly, an outcome we guardedly support. 

The Rising Cost of a Chinese Big Mac

Will Chinese price controls curb global growth?

A Lifting Political Pall

In a week packed with news, the Fed's policy announcement and midterm elections were mostly as expected and good news for stocks.

Donkeys, Elephants, and Bulls. (Oh My!)

With midterm elections at hand, many Americans are thinking in terms of donkeys or elephants. Monday's financial news, however, came in the shape of a bull.

Bashing the Bank Piñata

Financials are finding ways around new regulations faster than Washington can enact new ones.

No Pain, No Gain for Ye Olde Brits?

Will big British spending cuts bring down its public deficit without bringing down the economy?

The Threat of Tit for Tat

US legislation targeting China's currency policy seems ill-advised.

Gridlock on the Beltway

Increased political gridlock looks likely—and investors should cheer


Japan intervened in currency markets to help its exporters—but will intervention have the desired results?

Incorrectly Political

As US midterm elections approach, much of the heated debate surrounds the economy. But buying into their accounts is potentially dangerous for investors.

Spill Bill on the Hill

Is there enough political will to pass a contentious energy bill?

European Stress Management

Even a more stringent look at Europe's banks show they are healthier than many expect.

All Else Is Never Equal

Correction fears continued cycling Wednesday, even as fretted "crises” show signs of moderation.

The Paper Companies’ Big Win

Congress celebrated reconciliation of financial reform on Friday—but there's a lot more paper than substantive reform targeting major factors driving 2008's financial panic.

An Uphill Battle

German politicians recently banned naked short-selling of sovereign debt and bank shares.

Goldman on Trial

Goldman Sachs has been charged by the SEC for allegedly failing to disclose material information about CDOs.

Freer + Butter = Better

We don't often think much of Washington's "bright” ideas, but clearing houses could be a good thing for some credit derivatives markets.

There's a Pill for That

The House of Representatives passed the Senate health care bill Sunday night—what does this mean for stock markets?

Dead Bill Walking?

The White House is hoping to breathe new life into the health care legislation—but is it just a dead bill walking?

Ben There. Done That. Now Let's Do It Again.

Senators are dragging their feet over Fed chair Bernanke's confirmation vote, but it's very likely he'll get another term.

A Limiting Proposal

President Obama proposed further regulation of large financial institutions on Thursday, but lacking details, sent markets into a tailspin.

Submerging Market

Emerging markets are leading the global economic recovery, but events in Venezuela show not all emerging markets are equal.

Pacific Politics

Japan's new leadership continues to shake things up—leaving investors wondering what's next for the country's stock market.

Jobs Report, Sarbox, and Japan Post

The world is full of rotating characters, and some acts have more power to move markets than others.

The Talented Mr. Van Rompuy

Besides a talent for haikus, what will the new EU president bring to the table?

Paying for the Bailouts

The financial crisis appears to be over, but thanks to onerous regulations and political scrutiny, Financials' woes aren't.

Shot Across the Bow

In efforts to get re-elected, Republicans and Democrats alike will continue moving toward the center or risk losing seats.

Here Come the Irish!

Irish voters overwhelmingly approved the Lisbon Treaty—after saying "no” to the treaty last year.

What’s Brewing in Germany

The German parliament is set to shift toward a business-friendly, center-right majority. But the status quo, not significant change, is probably what's brewing.

Separation Anxiety

Though Treasury and White House speak of "exit strategy,” financial regulation proposals could mean continued government involvement in the financial sector.

And the Nominee Is…

Predictably, President Obama nominated Fed Chairman Ben Bernanke for another four years Tuesday.

Sayonara, LDP?

If current polls are correct, Japan may soon be saying sayonara to its long-ruling Liberal Democratic Party.

Nothing Sweeter Than Sour Grapes

Washington's legislative loggerheads could benefit stock investors.

Statutory Sunshine

The financial regulation debate is raging again.

A Confused Chorus

Well before the current round of fiscal stimulus has been fully deployed, let alone allowed to work its mojo, a confused (but ever louder) chorus is calling for the encore.

The Regulatory Ring

Almost drowned out by the King of Pop and King of Con, a recent Supreme Court decision may negatively affect banks down the line.

Banks and the Temple of Doom

Big banks are eagerly trying to escape TARP, but it isn't easy.

The Taxman May Cometh

The government's looking overseas for extra tax revenue.

Political Appeal

When Democratic presidents learn to appeal to voters beyond their party base, history shows markets do very well in their inaugural years.

Climate Control

Ambitious cap-and-trade legislation won't get through Congress easily. That's good news for the economy.

Bad News Banks

Political rhetoric continues to focus on banks—this time touching on the idea of nationalization.

A Calculator, and Bananas

The 3.5 million jobs promised by the stimulus package is based on fuzzy math, but it doesn't matter much for investors.

Orange-Hued Sticks?

Government capital infusions to help banks lend appear to be sticks disguised as carrots.

Strings Attached

TARP's strings are tightening around the banking sector.

Don’t Count On It

President Obama's first term may be less revolutionary than expected—and for markets, the less change, the better.

The Usual Suspects

President-elect Obama's economic Cabinet picks are experienced economic and political veterans—the usual suspects.

Down to One

The US elected a new president Tuesday night, removing one key uncertainty.

Looking Forward to the Back End

Major indexes have declined 20% or more from their highs, indicating a bear market. With the US presidential election at hand, investors face a critical juncture.

Get Us the President

With the 2008 presidential election in full swing, taxes are a hot topic. What impact might tax policy changes have on markets?

Not So Green Acres

The 2008 farm bill passed the House and Senate. That's okay, because it amounts to little more than election year pandering.

New Rules for the Street?

Treasury Secretary Henry Paulson announced an "overhaul” plan for U.S. financial markets. But the plan, if it survives, will likely look very different.

Goldilocks Government

A "Goldilocks” government solution—just the right amount of government intervention and regulation—in economic markets is merely a fairytale.

Trial by Fire

Treasury Secretary Paulson's new policy recommendations intended to strengthen financial markets could prove to be more bane than boon.

Pick Your Poison

Whether you fear a Democrat or a Republican in the White House, you can rest easy. Either way, markets historically perform just fine.

Let the Market Do Its Thing

Hidden in the credit crisis clamor, a little noticed development makes us smile—no sweeping legislative or regulatory change has taken root.

Political Turnover

Political changes are afoot. While noteworthy developments, they don't amount to a hill of beans for the global economy and financial markets.

Surveying Lending

The recent Loan Officer Survey paints a dour picture on lending, but a closer look reveals far different results.

The Circle of Life

Bond insurers are struggling to keep their heads above water as ratings agencies evaluate credit ratings. But new companies are entering the market and increased competition promises an improved industry over the coming years.

Did Nothing

2007 was a year of political rhetoric in the US where virtually nothing got done.

MarketMinder’s Letter to Santa

As 2007 draws to a close, we consider just a few of the market conditions that could help fuel a continued global equity bull market.

Blunder Now Alliance

A new proposal to aid those in mortgage default danger is bad economics and bad public policy.

Outback Ouster

Australia's new leader, Kevin Rudd, talks a big game of change and reform, but when the political dust settles, expect the status quo.

Six Degrees of Tax Policy

Contrary to popular opinion, a Democrat President and Congress doesn't guarantee a tax hike. Rather, it's conceivable the Democrats maintain the tax cuts for political leverage.

A Government Sponsored Bank Run?

In a bizarre twist of irony, the British government exacerbated credit problems by blocking a merger between banks earlier this year. The episode underscores both the perils of government intervention and the gross misunderstanding of today's so-called "credit crunch.”

Rangel Rouser

One of the most ridiculous tax bills in US history was proposed today. Good thing it has no chance of passing.

Futile Congressional Fixes

Congress is at it again. Their proposed fixes for troubled subprime borrowers are unlikely to solve anything, and most likely will have unintended, negative consequences.

Hail to the Tax Cuts

Big proposed tax changes and political turmoil in Britain may turn out to be a tempest in a teapot. A simpler tax system may be in the cards for Britain, but British politicians have a long time to foul up positive proposals.

Global Politics Update

While the media focuses on the US 2008 presidential election, many forget the importance of politics on global stock returns. Today, an update and analysis on global politics.

Veto Power

Politicians continue to hem and haw, but no legislation of consequence has passed in 2007—a great thing for stocks. Bush's veto of new healthcare legislation is the latest example.

Japan’s Benny Hill

Fraught with scandal, gaffes, and general embarrassment, the end of Japanese Prime Minister Abe's reign was closer akin to watching Benny Hill shuffle around the stage than a dignified exit. Antics aside, this doesn't appear to be a crippling event for stock markets or the Japanese economy.

Presidential Popularity Contest

How will President Bush's tanking popularity impact the stock market this year?

French Fries Redux

There are two countries about to enact new laws.

Hot Fuzz

Here come the Fuzz.

Morning in France?

Some call him the Ronald Reagan of France; some call him the new Margaret Thatcher.

Labor's Punchline

Tony Blair is set to step down as Prime Minister.

Bang the Doldrums (of Protectionism)

Our federal government has banged its booming drum today, delivering a baffling decree heading into what's an otherwise blissful spring weekend.

Flesh Eating Solutions

Giant, poisonous toads capable of killing crocodiles are bedeviling Australian farmers (as we reported yesterday).

Poison Pill Protectionists

According to Investopedia, a Poison Pill is: "A strategy used by corporations to discourage a hostile takeover by another company.

Political Bracketology


March Madness is in the air. Everybody's got their favorite to win the men's collegiate basketball championships, and the odds-makers in Vegas are hard at work determining the appropriate lines for each game. In honor of the NCAA tournament, we're breaking down the state of the current US Presidential race, bracket style.

A Gore-y Correction Correlation


Congratulations are in order to Mr. Al Gore, inventor of the internet and former Vice President, for winning an Oscar in the "best documentary" category for his film denouncing humanity for it's carbon burning ways in "An Inconvenient Truth".

Too Much Scotch?

2007 marks the 300-year anniversary of the Treaty of Union between England and Scotland.

The Boy Scout in the White House

One of America's shortest running presidents was also its longest lived.

Low-Impact Tragedy

Democratic Senator Timothy P.

Surf's Up

You may be tempted to view the recent elections in Latin America as further evidence of a growing red tide sweeping the region.

Little Surprise Power for the Donkeys and Elephants

The media blitz is on.

Thoughts on Election Eve

With the media giddily anticipating tomorrow's mid-term elections, headlines are dominated by breathless commentaries, wild predictions, and 11th hour campaigning.

School's Out for the Congressmen!

Throw your pencils and notebooks in the air! The 109th Congress is out for the year and they've all gone home.

Get Some Sleep on November 7th

While pundits, the press, and pollsters pine away for results of the US mid-term elections deep into the night on November 7th, we'll be tucked in for a long autumn slumber.


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