Click here to view as PDF. “Could or would a state default? Not really―Illinois is probably in the worst shape, and…

Click to view as PDF. “Indeed, the euro must still be one of the greatest shorts out there—what sort of…

Click here to view as PDF. “Pessimism is so often wrong because people assume a world where there is no change…

Click here to view as PDF. “The US as a net debtor is one of the oldest canards.” -GaveKal Research’s…

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Click here to view as PDF. “There are no atheists in foxholes or ideologues in financial crises.” -Fed Chairman BEN…

Sometimes warnings do more harm than good. Back during the rock and roll phase of the late, great tech boom,…