Posted on November 19, 2014
As Japanese Prime Minster Shinzo Abe has turned his country into a petri dish of Keynesian ideas, the trajectory of Japan's economy has much to teach us about the wisdom of those policies.
Posted on November 13, 2014
As far as stocks go, we have lived by QE. The only question now is, whether we will die without it.
Posted on November 6, 2014
The sharp rebuke to the Obama administration delivered by the mid-term elections should not be construed as an endorsement of the GOP, which remains as unpopular as ever.
Posted on October 16, 2014
In an article in the UK's Telegraph on October 10, veteran economic correspondent Ambrose Evans-Pritchard laid bare the essential truth of the nearly universal current embrace of inflation as an economic panacea.
Posted on September 30, 2014
Increasingly, economists are calling the tune to which businesses and consumers dance.
Posted on September 10, 2014
Friday's release of disappointing August payroll numbers should have been a jarring wake-up call warning Wall Street that the economy has been treading on thin ice.
Posted on September 2, 2014
The current stock market is earning a deserved reputation as being coated in Teflon. Bad or disappointing news just doesn't appear to stick, and has done nothing to slow the market's upward trajectory.
Posted on June 23, 2014
Such thinking says much about the current fragility of our bond market.
Posted on May 29, 2014
There can be little doubt that Thomas Piketty's new book Capital in the 21st Century has struck a nerve globally.
Posted on May 22, 2014
In this week's release of the minutes from its April 29-30 meeting, Federal Reserve policymakers made clear that they see little chance of inflation moving past their 2% target for years to come.
Posted on May 19, 2014
A close look at international activity in the Treasury market reveals some odd patterns that should be explained.
Posted on May 14, 2014
A widely-held maxim tells us that money tends to flow from where it is treated badly to where it is treated well. This trend has taken center stage in the ongoing battle between U.S. states to attract and retain top …
Posted on May 6, 2014
After three months of consistently disappointing jobs numbers, the markets were as keyed up for a good jobs report as a long suffering sailor awaiting shore leave in a tropical port.
Posted on April 29, 2014
While there is wide agreement that the cost of college education has risen far faster than the incomes of most Americans, there is some debate as to whether the quality of the product has kept pace with the price.
Posted on April 17, 2014
When the former Soviet Union collapsed almost 25 years ago, most global strategic forecasters assumed that the U.S. would adapt pragmatically to her new status of sole world superpower.
Posted on April 4, 2014
Despite reams of evidence that show how an economy can thrive when prices fall, there is now a nearly universal belief that deflation is an economic poison.
Posted on March 23, 2014
The red flags contained in the national and global headlines that have come out thus far in 2014 should have spooked investors and economic forecasters.
Posted on March 9, 2014
Everyone agrees that the winter just now winding down (hopefully) has been brutal for most Americans.
Posted on November 9, 2013
Unless other buyers of Treasuries or MBS can be found to replace the Fed's prodigious buying, the Fed will remain the only game in town.
Posted on September 3, 2013
The exhaustion of short-sellers paired with insatiable global physical demand has positioned gold for an exciting conclusion to a volatile year.
Posted on August 9, 2013
The marginal economic strength that was described in the most recent GDP release from Washington has caused many to double down on their belief that the Federal Reserve will begin tapering Quantitative Easing sometime later this year.
Posted on August 6, 2013
Current correction in the gold price is a result of speculative money fleeing the market and not any reflection of gold's long-term fundamentals.
Posted on July 20, 2013
During a time in which mining companies are truly hated by investors globally, the outspoken market commentator and CEO of Euro Pacific Capital, Peter Schiff, indicates that this is the best time to be launching a mutual fund with exposure to the sector.
Posted on July 3, 2013
The likelihood of a strong rebound is supported by both a struggling mining industry and gold's performance during the last great bull market of the 1970s.
Posted on July 1, 2013
Is it possible that the history is about to repeat itself?
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