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The Last Word On Kernen Vs. Grantham
The Last Word On Kernen Vs. Grantham
Submitted by QTR's Fringe Finance
Last week, CNBC’s Andrew Ross Sorkin and Joe Kernen interviewed legendary value investor Jeremy Grantham, and for about six minutes the conversation turned into one of the better moments I’ve seen on financial television in a long time.
Grantham, the 86-year-old co-founder of GMO, whose case for the market being overvalued I highlighted last week, built one of the world’s most respected institutional asset management firms. Over the course of his career, he became famous for identifying some of the largest...
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Sep 27, 2026 / Tyler Durden
Consumer Credit Stress: What The Data Really Shows
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Authored by Lance Roberts via RealInvestmentAdvice.com,
A viral stat claims credit card delinquencies just hit their worst level since 2008. However, the New York Fed’s own data shows the opposite, and the real consumer credit stress is hiding exactly where the headlines aren’t looking.
A number has been making the rounds all year, and it’s misleading. The claim: roughly 13% of credit card balances are 90 days or more past due, the worst since 2008. Here’s the twist. That number is real, and it...
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Grading Trump’s First Year: the Border, DOGE, Debt, Energy
Trump’s first year back in office has been loud, aggressive, and consequential—but has it been effective? Ryan McMaken appears on Stossel TV.
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