Thoughts from the Frontline: Economists in Glass Houses By John Mauldin For many economists, the chicken and egg question is, which came first, consumption or production? What drives growth? Let’s continue with our series on debt, in which I have been contrasting my views with those of Paul Krugman. Our differences aside, what Paul and […]
Thoughts from the Frontline: Economists in Glass Houses Read More »
The 10th Man: Quit Your Airline Bitching By Jared Dillian Every once in a while, I’ll be finger scrolling through Twitter and I’ll come across a tweet from a journalist about how oil prices are going down and airfares are going up, so something must be done. I mean, shouldn’t all businesses pass along windfall
The 10th Man: Quit Your Airline Bitching Read More »
Outside the Box: Central Banks, Credit Expansion, and the Importance of Being Impatient By John Mauldin We live in a time of unprecedented financial repression. As I have continued writing about this, I have become increasingly angry about the fact that central banks almost everywhere have decided to address the economic woes of the world
Outside the Box: Central Banks, Credit Expansion, and the Importance of Being Impatient Read More »
The 10th Man: How I Disproved Efficient Market Theory by Being a DJ By Jared Dillian Yes, DJing is a hobby of mine. I’ve been doing it for about seven years, picking it up late in life. Call it midlife crisis number one. I have had a pretty fun DJ career, all things considered.
The 10th Man: How I Disproved Efficient Market Theory by Being a DJ Read More »
Connecting the Dots: Macau: Six Times Bigger than Vegas, with Six Times the Opportunity By Tony Sagami 58 years old. Yes, I’m the right age, but I’ve never considered myself to be a yuppie. I’ve never owned a foreign sports car, I wear a Timex instead of a Rolex, I’d rather drink a Coors
Connecting the Dots: Macau: Six Times Bigger than Vegas, with Six Times the Opportunity Read More »
Thoughts from the Frontline: Living in a Free-Lunch World By John Mauldin “Everyone is a prisoner of his own experiences. No one can eliminate prejudices – just recognize them.” – Edward R. Murrow, US broadcast journalist & newscaster (1908 – 1965), television broadcast, December 31, 1955 “High debt levels, whether in the public or
Thoughts from the Frontline: Living in a Free-Lunch World Read More »
Connecting the Dots: The Stock Market Hot Potato: Volatility, the VIX, and You! By Tony Sagami “When did Noah build the Ark, Gladys? Before the rain, before the rain.” —Nathan Muir (Robert Redford), in Spygame If you’ve ever walked a dog, you know about the zigzag path that dogs take down a sidewalk. After
Connecting the Dots: The Stock Market Hot Potato: Volatility, the VIX, and You! Read More »
Outside the Box: US Dollar: American Phoenix By John Mauldin “Just a little patience, yeah…” – Guns N’ Roses Lastweek the FOMC essentially removed forward guidance and placed all options back on the table, and at the end of the day they’ve opened the door for further tightening. As Yellen recently explained in advance,
Outside the Box: US Dollar: American Phoenix Read More »
The 10th Man: There Will Be No Rate Hike in June By Jared Dillian You might have heard that the FOMC removed the word “patient” from its directive yesterday, in that it would no longer be “patient” in waiting to remove monetary policy accommodation. Lots of people were betting—have been betting for weeks—that this
The 10th Man: There Will Be No Rate Hike in June Read More »
Connecting the Dots: Chinese Car Buyers Swarm Shanghai Auto Show By Tony Sagami Five Stocks to Profit from the Luxury-Auto Boom When I was a teenager, I dreamed about owning a Corvette, but that was when I had no money and even less brains. But you can’t escape your roots, and I will forever
Connecting the Dots: Chinese Car Buyers Swarm Shanghai Auto Show Read More »