From the category archives:

Economy

Grantham Talks Stock Market

November 18, 2010

Great interview by Jeremy Grantham, the lead manager of GMO Asset Management. Jeremy is one of the most astute market historians who has made several succinct calls including the recession and 2009 rally. This is a long interview, but it is well worth listening to. Below the video I have attached GMO’s 7 year forecast [...]

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Trial for Government Debt

October 22, 2010

Interesting video from 1986 where future generations put the older generations on trial for excessive debt. Apparently, the ad was rejected by the three major networks (or at least there were only 3 in 1986). H/T Shawn Slayton

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Kool Aid From the Gubment – Say it Ain’t So

October 3, 2010

Saw this article on the Huffington Post, and I couldn’t believe it was published. This guy is brewing a heavy batch of Kool Aid to get us to buy this argument. I posted a response on Huffington Post, but the word limit kept me from making my points. Here I can pontificate at length (though [...]

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Free Markets and Marijuana

September 27, 2010

As you probably know, California voters will decide this fall whether to legalize marijuana in the state. Regardless of your moral stance on this, this move is displaying the weakness of our capitalist system. The weakness is we don’t really have a capitalist system. It is a mutated version. The reason I say this is [...]

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The Modern Day Bread Lines

September 22, 2010

Back in the early-1990s, I saw comedian John Pinette at a comedy club. If you know John, then you know he is a hefty guy. Half of his act was making fun of his weight and food. One joke that was particularly funny was how the Russians would stand in line for four hours to [...]

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Will You Get Social Security?

September 17, 2010

My good friend from the Motley Fool, Robert Brokamp, wrote an interesting post over at Get Rich Slowly, a personal finance blog I highly recommend, about whether we can expect to receive Social Security. Essentially, Robert concluded you would, which I agree. However, he thinks that we may not get our full promised benefit, which [...]

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Meredith Whitney Interview on CSPAN

September 8, 2010

I saw this on TV this weekend, and I am glad to find it online (h/t Zero Hedge). If you read The Big Short, you will recognize her name (or if you spend any time watching CNBC). Whitney is one of the best bank analysts in the game today. I think she got that way [...]

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Interesting Movie on Hyperinflation

September 2, 2010

This was an interesting video from the National Inflation Association (NIA) about the impending hyperinflation, or at least, the hyperinflation that they predict. I don’t know much about the organization as far as its funding, leadership, membership, etc. However, the video does hit upon many hyperinflation arguments I have seen elsewhere. If you have read [...]

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Morningstar Proves Expenses Trump their Star System

August 19, 2010

Too often, investors look at the Morningstar “star” system to pick mutual funds. If the fund has five stars, the investor picks it and moves on. This is a flawed approach in many ways. The Morningstar system is too short term. A manger who has one or two good years gets a high ranking, but [...]

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Bond Market vs. Stock Market

August 10, 2010

I find it interesting that we have such a wide variance between the stock and bond markets regarding expectations of the economy. The stock market sees a recovery. Even bad news is spun to be less bad. The bond market clearly sees economic hardships ahead, possibly even deflation. Look at the yields on Treasuries. Short [...]

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