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The Reserve Bank of Australia kicked the door wide in its last meeting, sealing the deal on expectations for a…
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I finally figured it all out. Our global policymakers are nothing more than Wizard of Oz aficionados (the movie as…
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Read ArticleHelp us, Obi-Wan Draghi. You’re our only hope!
Luke: How far away is Yoda? Will it take us long to get there? Yoda: Not far. Yoda not far.…
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"The only thing that saves us from bureaucracy is its inefficiency." – Eugene McCarthy We foolishly find ourselves asking: when…
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Read ArticleIt’s A Lay-Up: Buy Stocks!
“He may look like an idiot and talk like an idiot, but don't let that fool you -- he really…
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“The steepest market plunges on record (e.g. those following the 1973-74, 1987, 2000 and 2007 peaks, among others) have generally…
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“I have bought golden opinions from all sorts of people.” - William Shakespeare Growth: US (orange line) vs.…
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“According to analysts at Credit Suisse, the consensus has "severely" underestimated the amount of housing supply set to hit the…
Read ArticleChina Rebalancing: Is It An Oxymoron?
"The department [China’s Organization Department] is plagued by constant tension that bedevils most political systems. The Politburo has striven to…
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