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Monthly Archives: November 2013
How to avoid a housing bubble? Don’t ask Mr. Carney
Quite a sight this morning to see Mr. Carney, former Bank of Canada head, now leading the Bank of England, announcing new policies he says are designed to help financial instability risks building from over-valued housing and high household debt … Continue reading
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Bulls party like it’s 2007 as earnings growth quietly evaporates
Further to my Relentless rally chasing bears to near extinction, comes this big picture chart showing today’s equity bulls over bears spread back where it was at the last deluded market peak in 2007. See also this good overview of … Continue reading
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Time for new capitalism?
Digging into some of the rules of “progressive capitalism,” with Cambridge University Chancellor Lord David Sainsbury. He discusses whether he expects pushback on the push for reform. Here is a direct video link. Pope Francis has also recently targeted capitalism … Continue reading
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