Monthly Archives: June 2013

This is a rare brave call from a big firm strategist. He will not be loved at the office. State Street Bank & Trust’s Fred Goodwin discusses the likelihood of a global recession in 2014. Here is a direct link.

Well it has been 5 years since the banks were last begging at the taxpayer till…which historically means they are due back any day now for their next tranche of bailout. And since nothing at all has changed their risk-seeking-on-leverage … Continue reading →

Gary Shilling, president of A. Gary Shilling & Co. and a Bloomberg View columnist, talks about Federal Reserve policy, the U.S. economy and bond market. Here is a direct link.