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8 posts tagged with "Economy"
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This week the Fed altered their end-of-meeting statement by just a few words, but those words have a lot of meaning. It seems they are paving the way to a new round of quantitative easing (QE2), if in their opinion the situation warrants it. A trillion dollars of new money could soon be injected...
I am on a plane (yet again) from Zurich to Mallorca, where I will meet with my European and South American partners, have some fun, and relax before heading to Denmark and London. With the mad rush to finish my book (more on that later) and a hectic schedule this week, I have not had time to write...
This
week you will get a kind of preview as this week's letter. I am desperately
trying to finish the first draft of my book and am one chapter away from having
that draft. I have promised my editor (Debra Englander) that she would see a
rough draft next week, and the final version will be...
In the pre-crisis days, I used to write about
things like P/E ratios, secular bull and bear markets, valuations, and all of
the things we used to think about in the Old Normal. But what about those
topics as we begin our trip through the New Normal? It's time to reconvene
class and think through...
What are the basic premises which determine your investment portfolio? Is there a consistency to your thought, or is your portfolio a blend of ideas which may not agree with one another? How sound do your ideas appear when subjected to critique? This week we start a series on my basic investment...
Reader response to my prediction that we are in the Muddle Through Economy has been interesting. While most readers seem to agree, a few think I am being too pessimistic and we are poised for a boom and many of you think we are headed for a far worse economic scenario.
This is a slightly longer than normal e-letter. I have put a lot of thought into this week's letter, and lay out a case as to why we are at a very critical juncture. Serious investing requires serious study. Simply making predictions with no rationale is useless and potentially harmful. In this...
I would have to count myself as a member of the Rick Nelson School of Writers. For the benefit of younger readers and at the risk of dating myself, Rick was the son of Ozzie and Harriet Nelson who went on to become a teen singing idol and one of my favorites as a kid.
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