The following are some thought-provoking articles I have perused over the past few days that readers may also find of interest: • Martin Wolf (Financial Times): What the G2 must discuss now the G20 is over, April 7, 2009....
Read MoreBy RGE Monitor Today we take a closer look at the economic outlook for China, a preview of our global economic outlook which will be made available to advisory level clients in the coming weeks. China, the world’s second...
Read MoreI attended a Richard Russell tribute dinner in San Diego on Saturday. This function, in honor of the 84-year old Russell’s 50 years as a newsletter writer, was attended by almost 500 people, including the likes of John...
Read MoreThis post is a guest contribution by John Silvia*, chief economist of Wachovia. Three issues keep us up at night. They are the basis of what we see as fundamental movements in the economic sphere that are being met by policy...
Read MoreThis post is a guest contribution by Rob Roy President of Atlantic Advisors Asset Management. Beauty in the Details The only way to teach economics in a semester or two is to simplify it beyond recognition. But the beauty of...
Read MoreThis post is a guest contribution by Niels Jensen*, chief executive partner of London-based Absolute Return Partners. March was a weird month. Whilst our American friends submerged themselves in a rather ludicrous and altogether...
Read MoreThe comments below were provided by Kevin Lane of Fusion IQ. The S&P 500 is rallying back into its upper resistance zone and minor downtrend line … The market has now moved 26.37% off the intraday low set on March 6,...
Read MoreThe financial industry brought the economy to its knees, but how did they get away with it? With the nation wondering how to hold the bankers accountable, Bill Moyers sits down with William Black, the former senior regulator who...
Read More“Words from the Wise” this week comes to you in a shortened format as my traveling in the US precludes me from doing my customary commentary. However, a full dose of excerpts from interesting news items and quotes...
Read MoreAll this talk about “stimulus packages” and “bailouts” … But what does a trillion dollars look like? The graphical illustration below comes courtesy of PageTutor. We’ll start with a $100...
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