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Investment Perspectives: Frank Beck
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2012: Off to a Good Start; More to Come
Contact Beck Capital Investments In December, when my 2012 view became positive, I questioned whether I was misinterpreting the value … Continue reading →
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2012: Off to a Good Start; More to Come
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Recent Posts
- Is the Printing Press Engaged for the Duration?
- Is the Cyprus Bank Fiasco the Template for the Future?
- QEs, Currency Wars, the Trillion Dollar Platinum Coin and the Route to “Modern” Inflation
- America’s Baby Bust By JONATHAN V. LAST
- The Now Generation Government Has Failed the Marshmallow Test: Making Sense of the Fiscal Cliff Outcome
Videos
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QEs, Currency Wars, the Trillion Dollar Platinum Coin and the Route to “Modern” Inflation
A government faced with financing its deficits in quantities some multiple of private saving must resort to monetary schemes in order to keep its promises to spend. Monetary schemes are essentially costless ways to pay the government’s bills today while … Continue reading →
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VIDEO – Texas Financial Market Roundtable 2012
The economic, financial and public policy issues associated with debt overload and bank runs is discussed by Dave Rosenberg, John Mauldin and Rich Yamarone. Professor Lew Spellman of the McCombs School of Business moderates. If you enjoy this blog, … Continue reading →
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QEs, Currency Wars, the Trillion Dollar Platinum Coin and the Route to “Modern” Inflation
About the Spellman Report
Lew Spellman is a Professor of Finance at the University of Texas McCombs School of Business. The Spellman Report seeks to interpret current and future trends in the economy and financial markets from the perspective of history, theory, policy and market expectations.
Category Archives: Readings
America’s Baby Bust By JONATHAN V. LAST
America’s Baby Bust By JONATHAN V. LAST http://online.wsj.com/article/SB10001424127887323375204578270053387770718.html?mod=googlenews_wsj
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Budget Spin Control Undressed: Mike Granoff on the Government Financial Report
The White House makes projections of government deficits and debt accumulation such as contained in the Budget and the Economic Report of the President. Politicians being politicians thrive on good news and find ways to suppress the less flattering, better … Continue reading
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A Prospectus for a US Treasury offering if full disclosure applied to the US Government!
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Efficient Market Theory Under Attack
When markets are moved by phenomena such as the Carry Trade and Flight to Quality among currencies market pricing is not likely to conform to what is commonly known as The Efficient Market Hypothesis. In the attached James Montier from … Continue reading
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Lending Falls at Epic Pace
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Investment Outlook: The Ring of Fire by Bill Gross
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Atlantic Monthly: The Quiet Coup
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Global Bear Rally Of 2009 Will End With Japan
Link to article: ‘Global Bear Rally Of 2009 Will End With Japan’ from John Mauldin’s Outside the Box
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Commonwealth Opportunity Capital, Newsletter
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Deutsche Bank Securities Inc.
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