Category Archives: Readings

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 →

Read the pdf: USProspectus_03-05-10

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 →

From the Wall Street Journal Read the pdf: LendingFallsatEpicPace

Investment Outlook: The Ring of Fire by Bill Gross

Link to article: Atlantic Monthly: The Quiet Coup

Link to article: ‘Global Bear Rally Of 2009 Will End With Japan’ from John Mauldin’s Outside the Box

Link to Article: Commonwealth Opportunity Capital, Newsletter

Link to website:  https://gm-secure.db.com/welcome.html

Link to Article: The Korea Times: ‘Carry Trade’ Comes Back on Economic Recovery