July 17, 2012
The absence of effective political leadership and governance in the face of large and growing problems is not unique to the United States.
April 13, 2012
Unprecedented intervention by governments and central banks creates topsy-turvy investment world, requiring new way of looking at investing and investments.
January 12, 2012
Feeling lost? As the New Year begins, it is hard to remember a time with greater awareness about our challenges, and yet more uncertainty about where we are headed and where to invest.
November 9, 2011
It seems like hardly a day seems to go by without some European head of state stepping down.
October 4, 2011
After the most recent quarter, there can be no doubt that the world economy has hit a soft patch, in economic terms, but more importantly, in terms of political leadership, common sense, and effectiveness.
August 8, 2011
The cause of recent turmoil is not some short-term phenomena, but rather the large, growing, and unsustainable level of debt that has accumulated throughout the developed world.
August 4, 2011
Most of the measures of economic health we look at are still in positive territory and corporate earnings have been generally strong, but the trend is negative.
July 20, 2011
The functioning of the capital markets is currently based on the continued public pretense that bad sovereign debts are good.
April 11, 2011
Alfred E. Neuman is alive and well on Wall Street.
January 31, 2011
The end of one year and the beginning of a new one is typically a time when market strategists flood the airwaves with their Top 10 lists of predictions for the coming year.