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The current economic malaise has been largely interpreted as an extreme case of a typical post-war cyclical experience that the typical government policy can eradicate. However, the lingering nature of the recession with the fear of the double dip raises the question of whether this is a longer term secular experience that behaves differently than the garden type cyclical experience.
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Market View: March 2011
With recent volatility, I think a note on basic investing is valuable. First, markets move both up & down. Don’t … Continue reading →
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Market View: March 2011
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Recent Posts
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- QE2 and Inflation
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Videos
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QE2 and Inflation
The Debt Deflation Problem
“Deflation, Don’t let it happen here”
How QE2 Financed the world
US Capital Flight and Depreciation
Commodity, Inflation, Inflation Expectations and Investments Continue reading → -
A Cyclical or a Secular Event?
The current economic malaise has been largely interpreted as an extreme case of a typical post-war cyclical experience that the typical government policy can eradicate. However, the lingering nature of the recession with the fear of the double dip raises the question of whether this is a longer term secular experience that behaves differently than the garden type cyclical experience. Continue reading →
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QE2 and 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.