Investors in common stocks tend to ignore warning signs coming from the credit markets, often at their peril. Right now, the credit markets are broadcasting the following warning: The equity of overleveraged REITs is at risk of elimination or permanent impairment.

Simon Mellon, who’ll be heading up Bonner & Partners Family Office, our soon-to-be-launched money management and tax optimization service, is keeping in close contact with Notes HQ. 

The World Bank downgrades its world economic forecast, A few lessons from the school of German-style hyperinflation, Will we be seeing you in Vancouver this year? And plenty more…

Jobs Jamboree results…  A double whack for Treasuries…  The loonie is stealth like…  Oil on the rise…  And Now… Today’s Pfennig!

Since the Obama administration took office almost 100 days ago, it has repeatedly said the key to an economic recovery is to unfreeze the credit markets and increase bank lending. 

After months of speculation, General Growth Properties Inc. (GGP) filed the biggest real estate bankruptcy in U.S. history, ending a futile seven-month effort to refinance its debt.

Bill is traveling for the rest of the week, but fear not – we will muddle through without him. A good bit of activity in the markets since yesterday.

Tuesday afternoon’s closing bell on Wall Street didn’t just signal the end of the trading day. It also rang in the start of first-quarter earnings season.

Smart investors are looking beyond the current financial crisis. For a good shot at long-term profits, look towards the oil industry.

The recent stock market rally may not be a bear-market trap or a “dead cat bounce,” but may in fact be the first signs of dust from an oncoming and unexpected bull stampede.