Economic Policy Has Reached a Dead End and the Recession Continues

Posted on November 5, 2009 by
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Update: Economic Policy Has Reached A Dead End And The Recession Continues

Posted on November 3, 2009 by

Unemployment narrowly defined is at near 10% or broadly defined is near 17% if it includes those who have quit looking (job search is expensive) and those who are working less than their preferred full time. Also, the length of the economic … Continue reading →

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Lew Spellman Interviews Adam Fisher On Financial Markets

Posted on November 3, 2009 by
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Lew Spellman Interviews Adam Fisher On Financial Markets part1 Lew Spellman Interviews Adam Fisher On Financial Markets part2

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Inflation vs. Deflation Part I: A Depressed Economy Vs. Excess Money

Posted on September 18, 2009 by

Expectations of inflation which affect the pricing of all asset classes is now far ranging, leaving investors in a state of dissonance. There is a core group who expect inflation - possibly very high inflation - in the future, while … Continue reading →

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DeJa Vu All Over Again: The Return of the Carry Trade and Implications

Posted on September 1, 2009 by

This summer the debt and equity rally continued with new strength. Evidence is new buying power is entering the market from leveraged lending similarly to the 2005-2007 asset rallies. In this case the likely lenders are US rather than Japanese … Continue reading →

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

Posted on August 19, 2009 by

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

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Government Deficits and Government Debt: The 800 Pound Gorilla

Posted on August 18, 2009 by
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800_lb_Gorilla_MPEG-4 I would like to speak today about government deficits and the need to finance those government deficits with the sale of Treasuries. The size of the U.S. Treasury deficit has become the 800 Pound Gorilla that has entered the … Continue reading →

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False Bottoms by A. Gary Shilling, Forbes Magazine

Posted on August 3, 2009 by

Link to article: False Bottoms by A. Gary Shilling, Forbes Magazine

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CommonWealth Opportunity Capital, Discussion Materials

Posted on August 3, 2009 by

Link to article: CommonWealth Opportunity Capital(CWOC July 2009), Discussion Materials

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Second Anniversary of Credit Meltdown: A Faith Based Rally

Posted on August 3, 2009 by

Today is August 3, 2009. It is the second anniversary of the modern day version of Black Monday. Two years ago today, financial markets started a meltdown. That, in turn, brought down the financial institutions that held the assets that … Continue reading →

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