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Monthly Archives: March 2013
The debt debate
Joe Scarborough and Paul Krugman debated debt last night on Charlie Rose. The trouble with the can-kick crew personified in Mr. Krugman is that they never think it is a good time to cut government spending (or invest for the … Continue reading
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Stock rally in 7th or 8th inning?
Kevin Warsh, Hoover Institution; Ken Langone, Invemed Associates; Stanley Druckenmiller, former chairman & CEO, Duquesne Capital Management; and Geoffrey Canada, Harlem Children’s Zone CEO, discuss how the Fed’s low interest rate policy is driving equity markets, weighing the risks of … Continue reading
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The multi-trillion dollar question: which phase of this market cycle?
Good picture reminder courtesy of zerohedge. Four and a half years since the last cycle peak, the question that every individual and capital allocator must answer for themselves: which phase of the market cycle are we most likely in today? … Continue reading
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