September 28, 2012
“The fact that the Keynesians…are in total disarray just shows that their global explanation of how the world works is…
September 21, 2012
“What we need is a central bank that has the humility not to do what it cannot do. And the…
September 14, 2012
“So there may well be reasons for market enthusiasm, but they certainly have nothing to do with the economy. As…
August 24, 2012
“We live in a technological golden age but in a monetary and fiscal dark age. While physicists discover the so-called…
August 17, 2012
“It is the long history of humankind (and animal kind, too) those who learned to collaborate and improvise most effectively…
August 10, 2012
“This is the great danger America faces. That we will cease to be one nation and become instead a collection…
February 6, 2013
We realize that GaveKal Research is not a household name to most investors. Of course, EVA readers are not most…
February 22, 2013
“The idea that policy makers can perfectly unwind (their) unprecedented easing without some unintended consequences is theoretically possible but…unlikely.” -MICHAEL…
February 15, 2013
“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria. The time of maximum…
February 8, 2013
“The worst enemies of Social Security and Medicare are the people who say don’t touch (them). They are headed for…
February 1, 2013
“It is typical of government price-fixing schemes that they escape one undesired consequence only by plunging into another and usually…
January 25, 2013
“I cannot forecast to you the actions of Russia. It is a riddle, wrapped in mystery, inside an enigma.” …