Browsing Category
Policy
128 posts
Guy Haselmann: "The Putin Matryoshka Doll"
The Putin Matryoshka Doll by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · In a highly globalized…
August 7, 2014
SMID-Cap Rally Has More Runway
by Bruce Aronow, AllianceBernstein After the eye-popping outperformance of US small- and mid-cap (SMID) stocks this year, investors…
December 10, 2013
Russ Koesterich: The Most Likely Taper Timing
by Russ Koesterich, Portfolio Manager, Blackrock Investment Economic news was generally positive last week, with the highlight being…
December 10, 2013
Riots Break Out In Singapore – Think Your Country Is Immune?
Submitted by Simon Black of Sovereign Man blog, Mohamed Bouazizi. It’s not a name that means much to…
December 10, 2013
Default, Deflation, and Financial Repression
by R. C. Whalen Back in March 2011, author Carmen Reinhart wrote a comment in Bloomberg describing the…
November 29, 2013
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…
November 13, 2013
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…
November 7, 2013
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…
October 29, 2013
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…
October 29, 2013
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…
October 29, 2013