Money and Finance
- The Latest From Frank Martin...
Found via Santangel's Review. Links to: Cyclical or Secular? That is the Question The Rational Allocation of Capital in an Irrational World ……………….. Related links: Martin Capital Management: 2012 Annual Report Borio and White - Whither...
- The Secret Of Bridgewater's Success Is In Its Understanding Of The Recession
Found via Canadian Value Investor. The Bridgewater view may be summarized like this:Business and market cycles occur every 5 to 8 years, and may be addressed by policy makers with a typical mix of fiscal and monetary policy.What Bridgewater calls Long...
- Bridgewater Q2 Letter: Outlook And Markets Discussion
Via Zero Hedge. The developed world remains mired in the deleveraging phase of the long-term debt cycle. The European deleveraging has been badly managed and is escalating, bringing Europe closer to either a debt implosion or a monetization and currency...
- John Mauldin: Unintended Consequences
Let me introduce Mauldin's Rule of Thumb Concerning Unintended Consequences: For every government law hurriedly passed in response to a current or recent crisis, there will be two or more unintended consequences, which will have equal or greater negative...
- John Mauldin: 2012: A Year Of Choices
2012 will the year that the consequences of the choices made by nations of the so-called developed world will begin to truly manifest themselves in the economic realm. We are in the closing chapters of the current Debt Supercycle, with different countries...
Money and Finance
GR-NEAM Reflections: 09/04/2012 - Define Exigent
The scale of central banks' responses to slow growth make it highly likely that there will be unintended consequences. The question is whether they occur before the desired deleveraging of the developed world is complete.
- The Latest From Frank Martin...
Found via Santangel's Review. Links to: Cyclical or Secular? That is the Question The Rational Allocation of Capital in an Irrational World ……………….. Related links: Martin Capital Management: 2012 Annual Report Borio and White - Whither...
- The Secret Of Bridgewater's Success Is In Its Understanding Of The Recession
Found via Canadian Value Investor. The Bridgewater view may be summarized like this:Business and market cycles occur every 5 to 8 years, and may be addressed by policy makers with a typical mix of fiscal and monetary policy.What Bridgewater calls Long...
- Bridgewater Q2 Letter: Outlook And Markets Discussion
Via Zero Hedge. The developed world remains mired in the deleveraging phase of the long-term debt cycle. The European deleveraging has been badly managed and is escalating, bringing Europe closer to either a debt implosion or a monetization and currency...
- John Mauldin: Unintended Consequences
Let me introduce Mauldin's Rule of Thumb Concerning Unintended Consequences: For every government law hurriedly passed in response to a current or recent crisis, there will be two or more unintended consequences, which will have equal or greater negative...
- John Mauldin: 2012: A Year Of Choices
2012 will the year that the consequences of the choices made by nations of the so-called developed world will begin to truly manifest themselves in the economic realm. We are in the closing chapters of the current Debt Supercycle, with different countries...