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10 posts tagged with "US GDP"
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This
week we take a brief pause in our series on the choices facing the developed
world to look at some items that are catching my attention. We will get back to
the US next week, as somehow I think we will not solve our
problems between now and next Friday, and there will be plenty...
Fine, then. Uh oh, overflow,
population, common food, but it'll do to
Save yourself, serve yourself.
World serves its own needs,
listen to your heart bleed – dummy with the rapture and
the revered and the right, right. You vitriolic, patriotic, slam,
fight, bright light, feeling
pretty...
The GDP numbers for the second
quarter came in, and there is no way to spin them as anything but ugly. And the
revisions were worse. We simply have to take a few pages to look at them. And,
as I noted last Monday in the Outside the Box, I met with some ten Senators
Monday afternoon (as well as...
This
week we are going to revisit some themes concerning the problems of the debt
and the deficit. I am getting a number of questions, so while long-time readers
may have read most of this in one letter or another, it is clearly time for a
review, especially given the...
We
are halfway through the year, and what a ride it has been. Today I will share
my thoughts on what the next six months could look like, and endeavor to keep
it short and simple, as we have a holiday weekend. There will be more than a
few charts. What does the end of QE2 mean? What can...
“All political thinking for years past has been vitiated in the
same way. People can foresee the future only when it coincides with their own
wishes, and the most grossly obvious facts can be ignored when they are
unwelcome.”
– George Orwell
“ Hindsight is not only
clearer than...
This
week I finish the two-part letter on the Endgame and give you my thoughts on
the economy and how it all plays out over the next five years. This is the
second part of a speech I gave last week at the Strategic Investment Conference
in La Jolla. It is a rather bold forecast, and...
I
have written repeatedly about the Endgame in the weekly letter, as well as in a
New York Times best-seller on the same topic. By Endgame I mean the period of
time in which many of the developed economies of the world will either
willingly deleverage or be forced to do so. This age of...
Albert
Einstein is famously quoted as saying, “Compound interest is the eighth wonder
of the world.” And compounding is indeed the topic of this week’s shorter than
usual letter, but compounding not of interest but of inflation. As you might
expect, I am giving a great deal of thought...
This
week I had the privilege of being on the same panel with former Comptroller
General David Walker and former Majority Leader (and presidential candidate)
Richard Gephardt. A Democrat to the left of me and a self-declared nonpartisan
to the right, stuck in the middle and not knowing...
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