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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.Videos
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The Vulnerability of Private Wealth to Government Financial Stress
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QEs, Currency Wars, the Trillion Dollar Platinum Coin and the Route to “Modern” Inflation
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VIDEO - Texas Financial Market Roundtable 2012
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Roadblocks to Recovery an Interview with Dr. Lacy Hunt
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Frank Beck on Investing in Uncertain Times
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The Vulnerability of Private Wealth to Government Financial Stress
Search Results for: economic news
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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The Great Recession: The Perfect Storm
The Great Recession of the first decade of the 21st century is now morphing into new dimensions. Unemployment, which rose to over 10%, is still remaining high with the all-in unemployment rate at over 17%. Job creation continues to be … Continue reading
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DeJa Vu All Over Again: The Return of the Carry Trade and Implications
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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Second Anniversary of Credit Meltdown: A Faith Based Rally
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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