March 11, 2011
“Who will buy treasuries when the Fed doesn’t? Yields may have to go higher, maybe even much higher to attract…
March 4, 2011
“Like all bubbles, these exaggerated increases (in commodities and other higher risk assets) can rapidly reverse when interest rates return…
February 25, 2011
“There is a big difference between an inflation scare and an inflation cycle and most pundits are underestimating the degree…
February 18, 2011
“In China, of course, just like in most emerging markets, you’re dealing in a country where the rule of law…
February 11, 2011
“You can never say never, but I cannot imagine a convincing argument for further quantitative easing after this round, given…
February 4, 2011
“No persons are more frequently wrong than those who will not admit they are wrong.” -Author FRANCOIS DUC DE LA…
January 28, 2011
“The mood in the market is better, but the fundamental problems of the euro zone remain unresolved.” – NOUIEL ROUBINI,…
January 21, 2011
“There’s clearly a buyers strike in the market for state and local government debt that is largely based on fear…
January 14, 2011
“The aggressiveness of our accommodative policy may soon backfire on us if we don’t begin to gradually reverse course.” –…
January 7, 2011
“The most reliable way to anticipate the future is by understanding the past.” -JOHN NAISBITT, Megatrends Author Special message: First,…