Monthly Archives: May 2007

A Bloomberg article yesterday:  Credit Bubble May be Bursting quotes credit analysts sounding concern about the effects of over zealous leverage and its resulting risk in world capital markets at present: “We are growing extremely negative on credit markets, which we … Continue reading →

Weedon & Co. L.P. reprinted a very articulate interview with money manager John Hussman recently called Going Full Cycle.  The Husman Strategic Growth Fund has trounced the returns and particularly risk-adjusted returns of the S&P 500 over the past 7 years, … Continue reading →

Government pensions are indexed yearly in accordance with the Consumer Price Index (CPI).  So naturally it should not be surprising to learn that governments have a vested interest in keeping CPI as low as possible year over year.  It was … Continue reading →