Market Valuation, Inflation and Treasury Yields: Clues from the Past

By Doug Short, Advisor Perspectives, Our monthly market valuation updates have long had the same conclusion: US stock indexes are […]

State of Emerging Markets: All About Those [Central] Banks

This spring my travels have taken me to Europe, where I’ve had the pleasure of speaking with colleagues, clients and […]

Gundlach’s Forecast for 2015

By Robert Huebscher, From Advisors Perspectives, Despite a fragile economic recovery – now threatened by falling oil prices – and […]

Goldman: Here’s How Stocks Perform Before and After Fed Raises Rates

By Steven Russolillo, WSJ Blog, With the focus shifting to when the Federal Reserve will start raising short-term interest rates, […]

Market Bubbles, Bubbles Everywhere

By John Mauldin, The difference between genius and stupidity is that genius has its limits. – Albert Einstein Genius is […]

Seth Klarman 2013 Letter to Investors: The Truman Show

From the Baupost Group’s 2013 shareholder letter by Seth Klarman, Klarman has recently given back 4 billion to investors due […]

Understanding Supply-Side Economics

Supply-side economics is better known to some as “Reaganomics,” or the “trickle-down” policy espoused by 40th U.S. President Ronald Reagan. […]

How The Economic Machine Works by Ray Dalio – VIDEO

By Ray Dalio, Bridgewater Associates, YouTube Link: How the Economic Machine Works Ray Dalio, founder of hedge fund Bridgewater Associates, […]

Buffett Calls Fed History’s Greatest Hedge Fund

By Noah Buhayar, Bloomberg, Billionaire investor Warren Buffett compared the U.S. Federal Reserve to a hedge fund because of the […]

Europe’s zombie banks: Blight of the living dead

“PROBABLY the most successful monetary-policy measure undertaken in recent times.” That is Mario Draghi’s self-effacing judgment on the outright monetary […]