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11 artículos etiquetados con "US Economy"
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There
are plenty of books about the entitlement disaster in our future, but few come
with the backing of an academic press. The
Clash of Generations is an exception. Written by economist Larry Kotlikoff,
one of the creators of generational accounting, and my good friend of...
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...
My friends at
GaveKal are uniquely positioned to help us think about where we have been in
the past decade and where we are going in the next one. Their perch in Hong
Kong lets them keep their fingers on China's pulse, but they also have profound
roots in Europe – the Gave family is French – as...
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...
Today we dive
into Part 2 of Woody Brock’s notes from his new book, American Gridlock (www.amazon.com/gridlock). He looks at what we
can do in the future to prevent another crisis like we had in 2008, why we need
to change, how we bargain with China (will be very controversial, in China at
least!),...
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...
Long-time readers will be familiar with Michael Lewitt, one of my
favorite thinkers and analysts. He has gone off on his own to write his letter,
and I am encouraging him to write even more. I call Michael a thinker because
he really does. He reads a lot of thought-provoking tomes and then thinks...
Dr. Lacy Hunt and Van Hoisington of Hoisington Investment
Management write a “Quarterly Review and Outlook” that is a must-read for me.
This quarter they focus on US monetary policy, noting that “After peaking at
1.69 in the second quarter of 2010, M2 velocity declined for four...
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...
The question we will ask ourselves in
20 years is, “Where were you when they downgraded the US and the Fed?” This
week’s Outside the Box is from David Rosenberg. He has made his letter public
and graciously given me permission (at 34,000 feet ) to send it to you.
I thought about writing an...
Long-time readers of Outside
the Box are familiar with the names Dr. Lacy Hunt and Van Hoisington. They are
a regular feature here, as quite frankly, anything that Lacy writes or says I
pay serious attention to. This is their regular quarterly report, where they
outline seven things that are likely...
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