Section
Policy
151 posts
Default, Deflation, and Financial Repression
by R. C. Whalen Back in March 2011, author Carmen Reinhart wrote a comment in Bloomberg describing the…
The Big Lie: Lunch (and Debt) Are Free
Submitted by Charles Hugh-Smith of OfTwoMinds blog, Actions create consequences, and not necessarily the consequences that were planned…
Scott Minerd: Investment Outlook (November 6, 2013)
Macro View: Party Like it's 1999 November 06 2013 There remains significant upside for risk assets, but in…
John Taylor: Why Economic Failure Causes Political Polarization
Authored by John Taylor, originally posted at WSJ.com, It is a common view that the shutdown, the debt-limit debacle…
Did The Fed Kill The Long Term Investor?
by Lance Roberts of STA Wealth Management, Gone are the days where people looked towards next year when…
James Kunstler: Two Forces and Three Bears
by James H. Kunstler of Kunstler.com, In these climax years of industrial technocratic society, two opposing forces shape…
The Most Dangerous Line Uttered During The Debt Ceiling Debate
by Lance Roberts of STA Wealth Management, Today there is a great sense of relief that has swept…
Slowly At First, Then All At Once
by Simon Black of Sovereign Man Slowly at first, then all at once “How did you go bankrupt?”…
Jeffrey Saut: "Huey Lewis and the News!"
“Huey Lewis and the News!” by Jeffrey Saut, Raymond James October 14, 2013 The object lesson here is…
The Economy and Bond Market Radar (October 14, 2013)
The Economy and Bond Market Radar (October 14, 2013) Treasury bond yields were little changed this week as…
BofAML Warns Hope for the Best, Prepare for the Worst
A plausible debt ceiling agreement is finally on the table, but BofAML doesn't expect a deal until next…
Market Looking Oversold But What Is The Catalyst
by David Templeton, Horan Capital Advisors Afters today's late market sell off, the S&P 500 Index is looking…
What to do when a Rising Rate Environment is NEAR
[quote]Despite the Fed’s recent decision to delay tapering, many investors are still preparing portfolios for an inevitable rise…