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Update on the Sleepwalk – “Things Goin’ on That You Don’t Know” 26 Feb 2013 | 09:32 pm
Our mantra in “Sleepwalking Toward a Precipice”, now at Amazon here, was (and is): (i) decades-long structural problems were revealed by crisis, (ii) politicians implementing short-term “solutions” ex...
Sleepwalking Toward a Precipice (Book) 25 Jan 2013 | 09:45 pm
So, we spent a bit of time last year putting out the three part series “Sleepwalking Toward a Precipice”. The purpose was to boil down many issues we see impacting growth and market returns into short...
“Sleepwalking Toward a Precipice” – Our Observations & Outlook – Part III (Conclusion) 26 Sep 2012 | 12:28 am
“Sleepwalking Toward a Precipice”: Our Observations and Outlook, Part 3 rounds out our Sleepwalking series for 2012. This year’s multi-part discussion looks beyond debt and deleveraging (see 2011′s “T...
“Everybody Stay Calm! – A Slight Return” 14 Jul 2012 | 05:36 am
Interviewer: “What period does this remind you of?” Economist: ”Last year…the year before that…and the year before that.” – Bloomberg Radio Recently, I found myself on a plane making an emergency land...
“Sleepwalking Toward a Precipice” – Our Observations and Outlook – Part II 11 Jun 2012 | 12:33 pm
Our latest outlook series details structural (i.e., long term) problems in the world’s largest economies that were “unmasked” by the credit crisis and Great Recession. This year’s multi-part discussio...
“Indian Quarter” 6 Apr 2012 | 09:50 am
First quarter 2012 was an “Indian Quarter” with the fourth warmest winter in U.S. history coinciding with the best quarter for U.S. equities since the iMac, Palm V and internet IPOs were warming thing...
“Sleepwalking Toward a Precipice”: Our Observations and Outlook – Part I 24 Feb 2012 | 08:19 am
Our latest outlook details structural (i.e., long term) problems in the world’s largest economies that were “unmasked” by the credit crisis and Great Recession. This year’s multi-part discussion seeks...
A Wild a Wooly Ride to ‘UNCH’ 19 Jan 2012 | 06:00 am
2011 S&P 500 Market Performance Recap As we start the new year, we would like to recap a bit of 2011. We can’t quite remember a year like 2011, but then again we say that every year. It was a … Cont...
