Long-time readers will be familiar with Michael Lewitt, one of my favorite thinkers and analysts. John Mauldin has permission to use the first half of this most recent letter as today’s Outside the Box as he examines the empire of debt the world creaks under.
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Can I ask for some applause for this from Crossing Wall Street? I have to agree with Frederic Mishkin of the Fed: I think there is too much focus on what decision will be made about the federal funds rate target at the next FOMC meeting. What is important for pricing most financial assets...
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