John Taylor believes that Greece is going to default, that the euro will fall, and that the U.S. dollar's rebound has just started. It was his kind of week last week.
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John Taylor believes that Greece is going to default, that the euro will fall, and that the U.S. dollar's rebound has just started. It was his kind of week last week.
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Some people I read everything they write. Neils Jensen of Absolute Return Partners is one. Even when I am not sure I agree he challenges my thinking in ways that are sure to make me, and you, better investors.
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The Federal Reserve has for a long time eschewed increasing the money supply directly, and instead has manipulated credit to affect the economy and control inflation. This has led to three important things which are in my opinion at the root of this crisis. Asset price inflation (at least initially) as opposed to broader...
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To start off James Hamilton reviews last weeks depressing economic data, and its effect on the stock market. Which leads to the next question. Trying to get defensive? The Wall Street Journal notices some of the same things we have been talking about that make it difficult, while the New York Times picks up...
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