Follow Us!
Other Economy and Market Commentary
- Bill Gross
- Frank Beck
- Hoisington Management
- Martin Wolf
- Richard Fisher
- Texas Enterprise
Most Popular
-
Recent Posts
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
-
The Vulnerability of Private Wealth to Government Financial Stress
-
QEs, Currency Wars, the Trillion Dollar Platinum Coin and the Route to “Modern” Inflation
-
VIDEO - Texas Financial Market Roundtable 2012
-
Roadblocks to Recovery an Interview with Dr. Lacy Hunt
-
Frank Beck on Investing in Uncertain Times
-
The Vulnerability of Private Wealth to Government Financial Stress
Tag Archives: Recession
Economic Direction as Seen Below the Radar
The economy has been in a growth rut for six years with one large shock after another. But there is also a cyclical component to GDP growth that lives a life of its own and can drive an economy. The very low levels of plant and equipment spending since the tech boom of the 1990s leaves the US with aging physical plant and rising labor costs. This should stimulate business capital investment and keep the cyclical ball rolling but at reduced profit margins and a tinge of inflationary pressure. Continue reading
The Stock Market, QE3 and Voodoo Finance
As we look across the economic landscape there is an abundance of reason to anticipate a global economic slowdown. It is already well in the works as reflected in anticipatory data. It would not be a garden-variety recession emanating from … Continue reading
VIDEO - Texas Financial Market Roundtable 2012
The economic, financial and public policy issues associated with debt overload and bank runs is discussed by Dave Rosenberg, John Mauldin and Rich Yamarone. Professor Lew Spellman of the McCombs School of Business moderates. If you enjoy this blog, … Continue reading
Posted in The Spellman Report, Video Library, Video Spellman Reports
Tagged AUNZ, Banking crisis, CORP, Dave Rosenberg, Decoupling, European financial crisis, Greece and the Euro, Investing in financial crisis, John Mauldin, Lew Spellman, Recession, Rich Yamarone, Sovereign debt, Systemic meltdown, TheSpellmanReport.com, VCLT
1 Comment
The Financial and Economic Morass - What is Needed for a Recovery and How Long Will it Take?
The Great Recession
The Elements of the Perfect Storm The Great Recession: Why the Great Recession is Different The Great Recession: Ineffective Fiscal and Monetary Policy in the Great Recession and Fed Exit The Great Recession: The Carry Trade and Asset Bubbles The … Continue reading
Posted in Video Spellman Reports
Tagged economics, economy, lecture, Recession
Comments Off on The Great Recession


