China's Domestic Economy in Slowdown Mode
As demand for exports declines, foreign investment dwindles, and the government must stimulate.
09:20AM 05/23/12

Only 3% of the probable foreclosures required as a result of the U.S. housing crash having been completed to date.
08:53AM 05/14/12
Expect a U.S. Recession in 2012
The transmission mechanism for Fed monetary policy is broken.
10:48AM 05/10/12
Shadow housing inventory needs to be resolved.
09:03AM 04/11/12
When the next round is required, I expect the Fed will attempt to drive down loan rates with the least amount of balance-sheet expansion as possible.
09:12AM 04/09/12
We're drawn like moths to a flame into discussions of a European debtor nation contagion, but the real threat is in Germany.
02:57PM 11/09/11
Occupy Wall Street and the 1-9-90 Rule
If the 99% really wants to bring about change, it's not the 1% they should be focusing on.
12:29PM 10/18/11
U.S. Should Take Flash Mobs Seriously
The recent wave of 'flash mobs' across the U.S. may be a prelude to the unemployment-driven youth riots across the Middle East.
03:01PM 08/26/11
Don't Forget -- We Advised Japan on Policy
Japan's failed monetary and fiscal policies were guided by U.S. officials. But instead of admitting our mistakes, we walk the same path.
02:44PM 08/26/11


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