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• The "Moral Economy of the Crowd"

  Created: Thursday, 29 October 2009 Author: Mark Thoma

  As I've noted here several times in the past, most recently with respect to health care, we do not always believe that the market system allocates goods and services equitably, and in those cases we often ration the good or service by means other than the...

• Inflation by Stealth

  Created: Wednesday, 28 October 2009 Author: John Browne

  Over the past two years, the federal government and the Federal Reserve have dispersed trillions of public dollars, run up enormous deficits, and kept interest rates at zero. In just about any economic textbook, this combination of policies would be descr...

• Jim Rogers Predicts Dollar Rally Amid Stock Correction; Sell Dollars on Strength

  Created: Wednesday, 28 October 2009 Author: Eric Roseman

  Montreal, Canada Jim Rogers, who co-founded the Quantum Fund with George Soros in 1970 and subsequently went solo several years later, is now widely regarded as one of the premier global investors. He's also been instructive to my investment career since...

• Gross: Rally in risk assets at its pinnacle

  Created: Wednesday, 28 October 2009 Author: Prieur du Plessis

  Bill Gross, co-founder and co-CIO of PIMCO, is to my mind one of the shrewdest money men around. His monthly newsletter, this month entitled “Midnight Candles”, therefore always makes for thought-provoking reading. ...

• Technical Talk: Fatigue sets in on stock markets

  Created: Wednesday, 28 October 2009 Author: Prieur du Plessis

  The comments regarding the Dow Jones Transportation Average were provided by Kevin Lane of Fusion IQ. “As seen below, the Dow Jones Transportation Average (TRAN) has stalled and turned down from resistance at the 4,075 level (red lines) twice in the pa...

• "Pro-Market Populism"

  Created: Wednesday, 28 October 2009 Author: Mark Thoma

  Luigi Zingales is worried that populist anger might fall into the hands of evil Democrats rather than Republicans who would, of course, use this strong populist force for good: ...

• More Overselling of Pensions?

  Created: Wednesday, 28 October 2009 Author: Leo Kolivakis

  The Honourable Jim Flaherty, Canada's Minister of Finance, released a reform plan for the federal private pension legislative and regulatory framework on Tuesday: ...

• Please Mr. Geithner, Don't Pass the Buck on the Dollar

  Created: Tuesday, 27 October 2009 Author: Michael Pento

  It seems nobody in this country wants to take responsibility for the secular decline in the value of the U.S. dollar. When Fed Chairman Ben Bernanke is asked about the currency's decline, he refers the query to the Treasury Department. When the president ...

• Health Insurance Mandates

  Created: Tuesday, 27 October 2009 Author: Warren Meyer

  One of the reasons for substantial variation in the cost of health insurance between the states is the variations in state “must-cover” health insurance mandates.  New York and Massachusetts, both known to have among the most extensive requirements, ...

• U.S. Retail Investors Follow Central Banks in Bond-Buying Frenzy

  Created: Tuesday, 27 October 2009 Author: Eric Roseman

  Montreal, Canada When it comes to market-timing, central banks take the booby-prize for buying or selling assets at the absolute worst moment. And retail investors are following them to the edge of the cliff. ...

• Dollar Driven Market

  Created: Tuesday, 27 October 2009 Author: David Spurr

  The month long rally in the euro/usd took a breather yesterday.  It will be interesting to watch it today to see if there's follow through.  Overnight, India is talking about pulling back on stimulus as other nations consider similar measures to stem ...

• Jeremy Grantham: “Fair value on the S&P is 860″

  Created: Tuesday, 27 October 2009 Author: Prieur du Plessis

  Jeremy Grantham has become a familiar and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, the co-founder and chief investment strategist of Boston-based GMO has just published the October edition of his quarte...

• Richard Bernstein: Once a huge market bear, now a bull

  Created: Tuesday, 27 October 2009 Author: Prieur du Plessis

  The article below is a guest contribution by Edward Harrison, writer of the widely-read Credit Writedowns blog. Richard Bernstein has done a huge reversal in the last few months from touting low-risk stocks to high-beta ones. He has gone from a preferenc...

• "The Weakest Recovery in Modern Memory"?

  Created: Tuesday, 27 October 2009 Author: Mark Thoma

  As many of us have been saying for some time now, more stimulus would speed the recovery -- the jobs outlook is particularly worrisome -- but unfortunately, it doesn't appear that more stimulus is politically feasible: ...

• Recovery in Global Pensions?

  Created: Monday, 26 October 2009 Author: Leo Kolivakis

  Reuters reports that Pensions funds recouping some of 2008 losses:Pension funds tracked by the OECD recovered $1.5 trillion (918 billion pounds) in the first half of 2009 of the $5.4 trillion they lost in market value last year, the Organisation for Eco...

• "Let A Hundred Theories Bloom"

  Created: Monday, 26 October 2009 Author: Mark Thoma

  Joseph Stiglitz says there's a diverse set of ideas within the economics profession, ideas that go beyond the "self-regulating, fully efficient markets that always remain at full employment" pushed by some economists. These ideas have had trouble findin...

• "Egocentric Presentism"

  Created: Monday, 26 October 2009 Author: Mark Thoma

  I'm probably missing the finer philosophical points in this discussion of self-interest (e.g. the proposed solution to the logical inconsistency associated with the idea that a person's own well-being is especially significant, and whether a stable self e...

• China’s Dubious Growth Rate Warrants Caution

  Created: Monday, 26 October 2009 Author: Eric Roseman

  Montreal, Canada The global economy is pinning hopes on a strong and sustainable Chinese recovery. Conventional wisdom now accepts a powerful, liquidity-driven recovery underway in China this year as GDP expanded by 7.1% the first six months of the year....

• What kind of "inflation"?

  Created: Monday, 26 October 2009 Author: Cam Hui

  The inflation or deflation debate remains highly bifurcated, with many prominent investors and economists on both sides.Nobel laureates among the deflationists ...

• The Best of Times

  Created: Sunday, 25 October 2009 Author: John Mauldin

  What's a Fed to do? We get talk about tightening and taking away the easy credit, but we got the fourth largest monetization on record last week. This week we examine the elements of deflation, look at some banking statistics that are not optimistic, and ...