Monthly Archives: January 2012

Central banker intervention or not, stick to your rule set

Today there is more speculation by some on a next round of QE from the Federal Reserve.  The recession in Europe, the UK, and Japan has already begun.  North America is very likely destined to couple and follow this global trend down.  If the Fed … Continue reading

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The wealth gap: the view from London

As the wealth gap widens, more consumers fall out of the consumption cycle, leaving the economy and housing markets increasingly fragile.  The BBC’s Michael Robinson investigates.  Listen to the radio clip here.

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Central bankers have knocked over the healthy wall of worry

Addiction to Central Bank interventions, have left market participants complacent, unrealistic and weak-minded. Stocks have rallied 20% since October lows, based on intraday levels. But investor sentiment also has gained, and that’s a bad sign for contrarian investors. No one … Continue reading

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