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7 artículos etiquetados con "US Debt"
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Lacy
Hunt kicks things off with a bang in Hoisington's Quarterly Review and Outlook, this week's Outside the Box:
"The standard of living of the average American
continues to fall."
The reason, in a word: debt. Lacy explains what happens:
"Efforts by fiscal and monetary authorities to...
No one does it like Kate Welling – we're
talking financial-world interviews here, "interrogatory
journalism," as Kate would put it – and her interview of Dr. Lacy Hunt,
which you're about to read, is in my opinion one of the best she's ever done,
and the best I've seen with Lacy.
Kate's...
The "Quarterly Review and Outlook" from Hoisington Investment
Management is one of the most significant pieces that crosses my desk – I try and drop everything else as soon as possible.
This quarter's is no exception. The authors, Dr. Lacy Hunt and Van Hoisington,
get right down to brass tacks with...
The last Thoughts from the Frontline featured an
interview of me by Kate Welling. I promised another interview she did with my
friend Paul McCulley, who (warning) is a consummate Keynesian. For him (paraphrasing
closely), prescribing austerity for the US is like putting an anexoric patient
on a...
Long-time readers are familiar with the wisdom of Lacy Hunt.
He is a regular feature of Outside the Box. He writes a quarterly piece for
Hoisington Asset Management in Austin, and this is one of his better ones. Read
it twice.
“While the massive budget deficits and the buildup of
federal debt,...
Today's Outside the Box is from an old friend, but one who is new to my readers. Jason Hsu is a partner at Research Affiliates and helped create the Fundamental Indexes with Rob Arnott. Starting at Cal Tech, he went on to a PhD in economics, and is now a professor at UCLA and teaches in China and...
I am back from Rob Arnott’s
conference in Laguna Beach, and I must confess that if I had attended it before
I wrote last week’s e-letter I might have had lower odds on the US political
class solving the debt crisis, absent a real economic crisis forcing them to.
There were several presentations...
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