I explain why worrying about the Euro Crisis is a fool’s errand. To view this video on YouTube and comment, click here.
QE2. What to make of it? On a stand alone basis, I don’t make that much of it. More of the same ineffective policy. Must it lead to a debasement of the dollar and hyperinflation? Nah. That’s just the current undies-in-a-bunch worry that has everyone’s attention. I agree with Alan Blinder’s recent OpEd in the
We recently did some successful hiring, but the process gave me some tips for job seekers that I would like to share. Plus, I’ll take a look at rising yields To view this video on YouTube and comment, click here.
Lately, there have been a lot of comparisons made between Japan’s economy of the last twenty years, and what we might be facing here in the United States. If you ask the question, “Name a major economy in the past century that’s seen both a stock market bubble and a real estate one, whose banks
To view this video on YouTube and comment, click here.
As you know from our postings of late, we became bearish on growth assets (stocks, REITs, commodities, etc.) earlier this year and got maximally bearish at the end of June. In this high-risk environment, everything we’re doing is in the name of protecting asset values. If markets move materially against us (upward), it will come
A VIDEO INTRODUCTION