Why Bother with Bonds?
*The following article is a guest post from John Mauldin. Investors, we are told, demand a risk premium…
The Quiet Coup: How Wall Street Captured Government
*The following is an excerpt from The Quiet Coup, by Simon Johnson, Atlantic Magazine, May 2009. Simon Johnson,…
FRONTLINE: Ten Trillion and Counting
In case you missed it, you can view last week's PBS FRONTLINE, Ten Trillion and Counting, here: Summary…
Wall Street's 'Coup d'État'
This past week's Rolling Stone magazine presents a hard-hitting in-depth investigative article, a Wall Street expose, The Big…
Howard Marks: Will it Work?
Howard Marks' letters to Oaktree Capital investors have become as highly renown and anticipated by the investment community as those of Warren…
Cool Tool: Interactive Economic Dashboard
Russell Investments has a great interactive tool on their site, which gives an at-a-glance view of the economy relative…
Roadmap to Inflation and Sources of Cheap Insurance
*This article is a guest contribution courtesy of John Mauldin, "Outside the Box." What happens when inflation once…
Agriculture: Fundamentals Strong at the Core
This week's Economist magazine provides a strong outlook for agricultural investment and commodities. The article, Green Shoots, dated…
Quantitative Easing: A Guide and Outlook to the 'Nuclear Option'
Last week, Ben Bernanke announced the Fed's decision to employ 'Quantitative Easing' (QE), the 'nuclear option,' to save…
Inflation is Tomorrow's End-game
There seems to be a fair amount of knee-jerk enthusiasm about inflation and inflationary assets, though according to…
How are the BRICs Doing?
Highlighted below are two charts from Bespoke Investment Group detailing the relative performance of the BRIC Markets (Brazil,…
Hendry: Not Yet Time to Invest in Inflationary Assets
Hugh Hendry, CIO, Eclectica Asset Management, appeared on CNBC, Wednesday, March 11, 2009 and shared his contrarian views…
Why Play is Vital - No Matter Your Age
Make sure you watch this highly enlightening video about the vitality of all forms of play, of recreation.…
WSJ: Deleveraging - it’s not over till it’s over
The following is from the Wall Street Journal, March 11, 2009. “Deleveraging has more to go. Just how…
David Swensen: How to Sleep Soundly
Yale's Alumni Magazine for March/April 2009, features Marc Gunther's interview with Yale Endowment's Super-Investor, David Swensen, and details…
