Follow Us!
The Spellman Report - Free Delivery!
Sign up to receive the Spellman Report. Bracing financial and economic insight. Now with free delivery!Other Economy and Market Commentary
- Frank Beck
- Hoisington Management
- Texas Enterprise
Investment Perspectives: Frank Beck
-
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 →
-
2012: Off to a Good Start; More to Come
-
Recent Posts
Videos
-
Roadblocks to Recovery an Interview with Dr. Lacy Hunt
The extent and implication of the U. S. debt overload. Neither monetary nor fiscal policy can solve the debt problem nor the profound side effects of excess debt. Download .pdf Welling at Weeden Interview
-
Uncharted Waters Ahead Government Debt Options
-
Roadblocks to Recovery an Interview with Dr. Lacy Hunt
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.
Tag Archives: Collateral fails
Warren Buffet and the New Calculus of Gold
There has long been a disconnect between gold and institutional investors. The instincts of these managers of large sums are typically tied to the generation of cash flows to feed the monster — that is, the institution’s cash flow needs. … Continue reading
Posted in The Spellman Report
Tagged BRK.B, BRKA, Collateral fails, Debt crisis, Default hedge, Fiat money, financial crisis, GLD, Gold, Gold asset class, Gold bonds, Gold prices, Gold Standard, Inflation hedge, Money, Reserve currency, Scarce collateral, Store of value, Warren Buffett, Warren Buffett and gold
Comments Off





