UPDATE: Some additional video of Bill discussing his outlook Bill Gross of PIMCO recently released his monthly outlook. Not only are we in a credit contraction as we unwind 30 [...]
Despite dropping affordability (see below) the ownership rate has fallen from 69% to 62% according to research quoted by the New York Times. Former owners are becoming renters and this [...]
Jul 272010
You never know when this type of info might be useful. If you’re a non-conscription country, don’t be fooled. If WWIII started you’d be called to action in a heartbeat. [...]
Jul 262010
Don Hays, founder of Hays Advisory Group, discusses his view of the European bank stress tests, and the prospects of a double-dip recession.
Jul 252010
The ECRI has only declined at this speed 5 times before. This speed of decline has typically forecast a recession. It doesn’t have to end in recession – after all, [...]
Jul 252010
In 2005, Raghuram Rajan was one of the first to publicly predict the global financial crisis three years later. Now he is focused on how to prevent the next one.
Jul 222010
Should the elderly step aside to give teens a chance? Or is this the new reality as retirement gets continuously postponed?
If job growth matched the fastest four years in the most recent economic expansion, the economy would not catch up to the expanded labor force until April 2021.
What many investment managers (and investors) have yet to realize is that much of their historical investment performance is more attributable to the secular bull market of the 1980s and [...]
This is an absolute must listen. These are probably the best podcasts you’ll listen to all year.
