Before leaving for the holidays, Congress gave us all a two-month payroll tax cut debate reprieve. But before they return to politick anew, let’s review what’s at stake.
Italian debt auctions this week resulted in incremental improvements in yields to round out a bumpy 2011.
Things look a little brighter for consumers and free markets this holiday season since government gave them an early present in the form of a reprieve.
A handful of books on the mind to close out the year.
The US Treasury seems poised to request another debt ceiling increase soon. And this time, the exercise seems even more meaningless.
Japan’s been quite busy the last few days—here’s a quick rundown of some primary stories.
Thursday bore gifts a little early as indications of US growth continued and Congress reached an agreement.
Tuesday, South American leaders did their best to mar what had so far been a pretty stellar year for free trade—but are they likely to achieve their aim?
Spanish yields, the ECB and Hungarian politics dominated European news on Tuesday.
Daniel Kahneman’s seminal compilation of his life’s work on the psychology of decision making encourages you to think…and then think again!
Lessons from the markedly different lives of Kim Jong Il and Vaclav Havel.
Gold prices have been rocky lately to the bewilderment of many whose views hinge on mythological views of the yellow metal.
A look at Spanish yields, recent US economic and legislative news and renewed drilling activity in the Gulf of Mexico.
An open letter to EU officials.
China announced new tariffs on US-made cars Wednesday—in our view, an incremental step in the wrong direction for all involved parties but not likely terribly impactful.
US November retail sales grew less than estimated. But digging below the surface, the report wasn’t bleak.
An alternate perspective of Italy’s debt costs shows today’s levels are low by historical standards.
A quick look around the web at some stories that grabbed our attention recently.
The EU summit came to a close on Friday. And what emerged was another demonstration of the will to back the euro.
Measures enacted by the ECB Thursday are far from a cure-all to fix the eurozone’s copious issues—but they do represent incremental steps to add liquidity at a time when it’s perceived to be much needed.
Wednesday marked a couple momentous global milestones—each a testament to democracy’s resilience, in starkly different ways.
S&P placed 15 eurozone countries and the EFSF on credit watch negative Monday—but that ignores significant variety among European countries, in our view.
Italian Prime Minister Mario Monti announced tough new austerity measures and 10-year yields fell below 6%.
Is a still-high unemployment rate that unusual?
While troubled PIIGS have taken incremental steps forward, eurozone politicians continue to take necessary measures to prevent a disorderly breakup of the union.
Wednesday was a busy day in headlines and markets alike. Here’s a look at some of the day’s more prominent stories.
A look at why a sudden eurozone splintering could be quite bad. And why it’s quite unlikely.
After a classic parliamentary brawl, South Korea’s National Assembly ratified the US-Korea free trade agreement.
Strong Q3 earnings and record-high Black Friday sales illustrate the disconnect between sentiment and reality.
Let’s put one theory of a fundamental shift in US consumer spending patterns in perspective.
Stocks continued 2011’s volatile pattern on Wednesday—but that doesn’t negate the list of things to be thankful for this year.
Though Occupy Wall Street was recently evicted from Zuccotti Park, there are still important lessons to be learned—and they’re particularly relevant at Thanksgiving.
Don’t be fooled by the headline deceleration. Tuesday’s US Q3 GDP revision creates visions of a jolly holiday season with steady growth, but dwindling inventories.
Bestselling author Sylvia Nasar’s entry on economic history is beautifully written, but too scattered to be a coherent narrative.
This week’s list of interesting articles is the most disparate yet. Enjoy this cornucopia of fun reads for Thanksgiving week.
The US budget super committee delivered not-so-super results.
A look back at Q3 earnings season, and a look ahead at the likely implications.
Although investor angst over Europe remains high, market volatility on Thursday was driven more by fears than any new or surprising developments.
Tobin Tax rhetoric heated up between Germany and Britain Wednesday—a debate that’s a bit of a head-scratcher, in our view.
In economic news Tuesday, eurozone GDP grew modestly, US wholesale inflation was tame and US retail sales grew again.
A look at what’s in store for Italy’s new Prime Minister, Mario Monti.
Political goofs and missteps are part of the game. Today, we bring you last week’s best of the worst.
Some recent developments in shale gas production speak powerfully to the invisible hand’s ability to solve even some of what seem to be the trickiest problems.
This week’s tour of headlines stretches across the globe and from outer space to inner space.
New governments in Italy and Greece are a step in the right direction to help fix their fiscal houses.
Italy's bond yields moved sharply higher Wednesday, contributing to broad market volatility. But let's add some perspective to the central issue: Italy's debt and its costs.
We’re closing in on Thanksgiving, and political football over the deficit seems set to kickoff again.
Euro politics dominated headlines again Tuesday, but eurozone musical chairs wasn’t the only story. Here’s a look at what news caught our eye.
One of the titans of 20th century of psychology has passed, but his work will stand for years to come.
The latest on Greece and Italy.
A collection of factoids to help put current unemployment in perspective.
Free trade agreements have gained attention worldwide of late. Though the United States has made recent headway in embracing freer trade, it still lags woefully behind.
It’s been a busy 24 hours for the eurozone. Expect the debate to continue in the coming days, but for Greece, the choices are few.
While most media looked elsewhere, two unlikely countries made a potential move toward increased global peace and prosperity Wednesday.
As election season heats up, a plethora of pundits and politicians—both incumbents and candidates—are resurrecting the ever-popular debate over taxes. But what are investors to make of the hoopla and hyperbole?
After a brief hiatus, our weekly look at interesting stories around the web returns.
Greece continues the tradition of political grandstanding over eurozone bailout plans.
US companies are on track for eight straight quarters of earnings growth.
Two books kept me company flying across the country last week—one on the world debt crisis, the other on Modernism. Heavy stuff!
A Halloween tour of the financial press.
GDP was nicely positive, and the eurozone finally seems to have a plan.
Investors attempting to wait out current market volatility are likely taking more risk than it’s worth.
A look around the web at some of Tuesday’s not-so-new news.
The government announced a new plan to shore up underwater homeowners. But will it work?
A recent revision to US labor productivity has some in the media wringing their hands over long-range forecasts. But do the data merit the to-do?
Although sentiment continues to be dour, a preponderance of the evidence shows underappreciated economic strength.
Wednesday brought more eurozone news—some new, some not-so new, but none terribly surprising.
Many suppose foreign trade reduces employment opportunities for American workers. But digging even slightly below the surface shows these theories lack factual support.
China’s Q3 GDP growth at 9.1% seems a normal deceleration and an intentional set-up for reacceleration in 2012.
Germany tempered the world’s expectations for an overnight eurozone fix, keeping with the gradual approach we’ve seen thus far.
Last week, slow developments on US free trade gave way to action—on more than one front.
Connecting the dots between seemingly unrelated events—especially those orchestrated by politicians—is critical to successful investing.
John Kenneth Galbraith’s History of Financial Euphoria is a good primer, but don’t buy into his cynicism.
A look around the eurozone at some recent news—both commonly reported and much less heard.
Assessing current media headlines helps illuminate the good and bad of media coverage.
As election season kicks off, cries it’s different this time are increasingly heard—but is it really all that different?
Nicolas Sarkozy and Angela Merkel have a plan to keep the eurozone intact, but they won’t share it until month’s end.
Friday’s unemployment report showed better-than-expected hiring, but that hasn’t stopped some from fretting unemployment’s impact on economic growth.
Steve Jobs’s contributions to society extend beyond computers and technology. A true capitalist, he helped create societal wealth and good—something oft forgotten.
That banks have started charging fees for debit card use didn’t surprise us much—but it seems to have caught politicians off-guard.
Eurozone finance ministers announced an agreement on Tuesday targeting the banking sector.
This week’s collection of headlines—financial, economic and otherwise—that caught our eye.
Long-stalled free trade agreements with South Korea, Colombia and Panama appear set to move forward—an incremental positive for the US.
Friday concluded a choppy quarter for stocks, with some fearing a new recession as a result. But do economic data support the thesis?
The Senate began its annual exercise debating US-China trade policy Monday.
Although much remains to be done, the eurozone made incremental improvements to its various debt woes Thursday.
European officials announced a proposal Wednesday that would implement an EU-wide financial transaction tax. While ill-advised in our view, if implemented, it’s an incremental negative markets likely overcome.
Here's a look around the web at America's overly complicated tax and regulatory codes—and a comparison to put them in perspective.
We survey the latest Greek headlines and sift between those stories with substance…and those without.
While peripheral Europe is often referred to collectively, this obscures the fact the issues confronted are different in magnitude, severity, potential resolutions and progress.
Here are 40 interesting stories that flew beneath many folks’ radar screens this week.
Lest you think it’s for lightweights, two classics remind us sales is survival of the fittest. And even a key life skill.
New Greek austerity proposals were met with a fresh round of worker strikes. Though unpopular, the incremental changes reflect what Greece most likely needs right now.
While the Fed took an incremental step intended to buoy the economy Wednesday, Congress seems committed to quite the opposite tactic—doing nothing.
S&P downgraded Italy’s credit rating Monday and the IMF lowered its estimate of global growth Tuesday. But are these changes as negative as they seem?
On average, government subsidies don’t yield the intended results—and maybe even have completely the opposite impact. What would yield results? Freer markets.
Ireland and Greece were both bailed out in 2010. But the similarities don’t go much further than that.
Greece was in the news—again—last week. Some still await a dramatic end, but is that a likely conclusion?
Recent central bank action provides much-needed respite from heightened lending risk in Europe, although ongoing PIIGS debt issues remain.
Thursday marks the anniversary of Lehman Brothers’ collapse. Three years on, are we facing a repeat of the 2008 financial panic and ensuing bear market?
The idea of protecting manufacturing has grown in media popularity lately. Let’s examine the issue—and some proposed remedies.
Amid heightened rumors of a Greek debt default, a look at Monday’s flurry of Greece-centric headlines.
A Friday look at things recent—and things remembered.
Ignore trade deficit rhetoric. Total trade is a better way to view the strength of the growing economy.
Markets seemed to cheer Germany’s Wednesday court ruling supporting recent eurozone bailouts—but what does that tell you about stocks’ longer-term outlook?
A collection of stories making headlines around the web Tuesday.
A summer’s worth of considering Commies and Libertarians.
President Obama will address the nation Thursday on the current domestic jobs situation—but it’s unlikely solutions come from politicians on either side of the aisle.
Brazil’s latest moves provide investors with an excellent reminder of the importance of thinking globally.
The Fed’s attempted to increase transparency recently—but has it succeeded, and has it had the intended impact?
Though most recent news has a negative slant, there are incremental positives out there—even if they’re largely overlooked.
While debate over EFSF changes continues, Greece appears to be making some small headway.
There are two ways to think about recent market negativity—forward or backward. Let’s consider both.
Upon even cursory examination, the Congressional Budget Office’s projections on the budget and economy have little basis in reality.
Conclusions drawn from demographic data about the future of equity market demand sources seem initially compelling but break down under further scrutiny.
It seems were going to have fewer nonsensical federal regulations following a recent government review. But let’s hope this baby-step doesn’t conclude their efforts.
With the Fed holding its annual Jackson Hole symposium, talk of QE3 is escalating.
Is the blame often heaped on high-frequency trading for stoking volatility proven beyond a reasonable doubt?
Political posturing between eurozone politicians and new derivations of existing debt fears could continue to contribute to market volatility in the short term.
As another earnings season winds down, an update on how the numbers continue to play out.
As the free-floating dollar turns 40, we survey the web’s reaction.
When financial markets get rocky, many investors don’t need a new investment strategy. They need one for controlling their nerves.
A smattering of news stories from around the web. And a link.
Amid steep market volatility, it’s important to recognize the widely discussed negatives but also to balance them against material economic positives to get a clearer view.
Though the media’s focused on US developments, the bigger news is in Europe. While problems do exist in Europe, fears seemingly exceed reality—much like in the US.
Stocks seesawed wildly Tuesday, finishing the day solidly in the black.
Global markets experienced a sell-off Monday, as investors contended with S&P’s US credit rating downgrade and the ECB’s Spanish and Italian debt purchase plans.
Markets continued their roller coaster ride Friday but basically ended flat—a useful illustration of recent market action in general and one reason to avoid knee-jerk reactions to uncomfortable volatility.
Understanding and separating the negatives from the positive realities can help guide your investing decisions.
Bond markets have some interesting wisdom to share regarding current weak economy and credit ratings fears.
Debt ceiling dramatics came to a conclusion Tuesday, leaving many frustrated in its wake. Here’s a look around the news at what’s poking that frustration—and largely unnoticed remedies.
Even if Congress passes a debt ceiling extension, don’t expect markets to sound the “all clear.”
With the abundance of news sources today, discerning what’s important and what’s not is more crucial than ever.
Thanks to new technologies, the US is rapidly increasing domestic sources of energy.
Ratings agencies are getting a lot of attention lately, but let’s look at some facts before assuming they’re all that credible.
White-hot, fear-based rhetoric is flying around the debt ceiling as politicians try to sell their positions. And, some links.
An unsung classic on free market capitalism from a bygone era that deserves revisiting.
A surprisingly positive earnings season has many wondering when tepid economic growth will catch up.
Agreement was reached on the newest plan to quell peripheral European sovereign debt issues. What does the deal accomplish?
Bifurcated sentiment about China’s economic present and future speaks largely to overall sentiment in 2011—but how to read the tea leaves when truly assessing China?
In the ongoing debate over how to resolve the debt ceiling, the “Gang of Six” offer their own plan.
Ongoing PIIGS issues and the debt ceiling debate have captivated investor attention of late, but myriad factors—some positive and some negative—are easily missed amid the noise.
Four books on randomness, uncertainty, probability, and how they work in the stock market.
Eurozone bank stress test results were released recently to widespread criticism.
US manufacturing is alive and well, making government claims there’s a need for a “national strategy” dubious at best.
Some criticize Chinese yuan policy as a contributor to our trade deficit. But let’s review the underlying assumptions.
There are many differences between the economies of China and the United States. But a cursory review of consumer behavior shows some striking similarities.
The US was warned its debt rating is on review, tied mostly to a political debate over an arbitrary marker—something that has happened before with no ill effect.
China is likely poised to avoid a hard landing and continue growing, but that doesn’t mean Chinese stocks are set to soar.
As the debt ceiling drama kicks into overdrive, it’s worthwhile to step back and look at whether the fuss is truly warranted.
The plot surrounding eurozone debt issues continues to unfold—but are things becoming more complex or less?
Rising demand from Emerging Markets consumers has had downstream effects on agricultural commodities. This bodes well for commodity capital expenditures.
Three stories dominated headlines Thursday—all of them outside financial news. What does that say for markets?
Two books about how prices work turn out to be better primers in behavioral finance.
Before understanding if a double dip is likely, it’s important to understand what one actually is.
Moody’s downgraded Portugal Tuesday—but that’s not a huge surprise. Overall, Europe’s indicated they have the means and the desire to backstop struggling eurozone countries.
Isolationism has no place in economics or investment strategy.
The curtain officially descended on QE2 Friday—but given the fanfare it was greeted with, its departure has been fairly quiet.
Recent legislation and its unintended consequences have us asking for a little more conversation and a little less action.
The impact of Japan’s earthquake, which has recently dampened global growth rates, appears to be abating.
Though positive global developments are getting short shrift, they do exist today.
France announced a plan Monday to help Greece avert a total debt disaster—a pleasant departure from France’s historical record.
A primary risk to investors is overemphasizing something old or wrong.
Robert Paarlberg’s book on the politics of food is a good primer for investors and those generally interested in the topic.
Oil prices dropped yesterday on a surprise increase in supply from emergency reserves—but fundamentals seem to point to oil prices remaining firm.
Many seem to think the Fed has a magic wand it can wave to solve the economy’s woes. But folks seem to believe in monetary policy sometimes and not others.
The world isn’t likely to get any less globalized, so shift your investment focus to global first and local second.
Negotiations over Greece’s bailout took three steps forward on Friday —but two steps back on Monday.
If it’s risks you’re assessing, it’s a mistake to stop at headline news.
The IMF gave the Greek drama a breather on Thursday, reducing the immediate need for a bailout and austerity measures for the time being.
It seems the release of every economic data point brings fresh comparisons to the Great Depression—but they just don’t hold up. Nor do they tell us much about where we’re headed next.
The gap between expectations and reality is a vitally important area for investors to consider.
Though global stocks aren’t yet down 10% from their peak, this pullback has some characteristics of a correction.
The very human tendency to fixate on negative events is a behavioral trait that doesn’t serve investors well.
Picking apart financial news and reading between the lines are critical to successful investing.
OPEC left oil production quotas unchanged Wednesday, but the impact on markets is likely minimal and short term in nature.
Though regulatory uncertainty is troubling Financials shares, banks are healthier than most think.
It seems no one is happy about the pace of anyone else’s financial regulation—the EU thinks the US is too slow and vice versa.
Despite some negative headlines, the latest reports indicate expansion continues for the US economy.
Disbanding the euro isn’t a magic solution to Europe’s debt woes.
A recent slowdown in some economic data has the media bemoaning we’re on the verge of the next Great Depression—but the numbers just don’t support that.
Two books on the stark realities of what it takes to get rich.
With June’s arrival comes the last month of the Fed’s second round of quantitative easing purchases.
Republicans and Democrats agree—the US has a lot of unnecessary regulation. If only they’d take it a step further.
While Q1 GDP was unchanged, dueling headlines said corporate profits both rose and fell.
The OECD’s biannual report Wednesday indicated global recovery’s on track, though threats remain. What should investors take from such forecasts?
Although a housing recovery would provide a nice tailwind moving forward, it isn’t necessary for continued economic growth.
News out of Europe on Monday refreshed PIIGS worries.
Individual countries may hit economic bumps in the road to recovery, but on the whole that shouldn’t stop the positive forces propelling the global economy forward.
Hunting bubbles is a popular pastime these days, but is it timely?
2011 was predicted to be the year of the municipal bond default—but how has that played out so far?
Pending FTAs with Panama, Colombia and South Korea are caught in yet another political battle.
On Monday, the US hit the $14.3 trillion debt ceiling, stressing the need for Congress to raise the debt ceiling—which will likely happen eventually.
Continuing a trend away from FAS 157, the Financial Accounting Standards Board announced a change to fair value accounting rules Friday.
Chinese investment abroad seems set to rise in the coming decade, bringing desirable capital—and undeserved fear.
Unemployment’s continued sluggishness has some proposing rather radical government solutions—which would likely do more harm than good.
US manufacturing, long thought dead, is actually much healthier than rumored.
S&P once again downgraded Greece’s rating—but EU officials are likely to continue to provide financial support as necessary to avoid a collapse of the euro currency.
Friday marked one year since the widely discussed “Flash Crash.” But is the right response increased regulation or increased introspection?
The recent destruction of trade barriers, which seems poised to continue, is a move we heartily applaud.
Many Peak Oil theorists’ bleak view of human creativity and lack of understanding of modern science are fatal fallacies.
Two essential readings in geopolitics, regardless of your ideology.
Portugal announced preliminary details of its bailout package Wednesday. But are bailouts really the heart of the matter?
A new Fed survey shows banks are healthier and lending is improving, but profit margins may be squeezed awhile longer.
Facts tell us stagflation is no current threat.
May has arrived, and along with it, the often-repeated investing advice to sell and go away.
Preliminary US Q1 2011 GDP came in below expectations, but varying speeds in a growth cycle are perfectly normal.
Silver’s on a tear, but history suggests it’s both a poor inflation hedge and long-term investment.
The PIIGS spotlight swings back to Greece amid talks of Greek debt restructuring.
US firms are beginning to allow investors to “say on pay,” a popular Dodd-Frank provision that likely does little to prevent future disasters.
The Federal Reserve released yet another proposal in response to provisions of the Dodd-Frank Act, but practical details were few and far between and likely unnecessary.
Q1 2011 corporate profit growth may be more subdued relative to past quarters, but Fisher Investments MarketMinder finds that normal in the course of an ongoing expansion.
S&P downgraded the US’s credit rating outlook by a notch, but it shouldn’t mean much.
Fears of China’s fast economic growth—which continued in Q1—are misplaced
Politicians are duking it out in a timely battle over taxes, debts, and deficits. But what will be the market impact when a winner emerges?
Legislation that interferes with free markets can and frequently does have completely unintended consequences—sometimes undermining the very purpose of the legislation.
The Fukushima nuclear accident was upgraded to level 7—on par with Chernobyl—but that’s likely where the similarities end.
China reported a trade deficit in Q1 2011, but despite that, both Chinese imports and exports rose—a desirable overall increase in trade.
Talk swirled of a potential government shutdown Friday, but let’s separate the economic wheat from the political chaff.
Portugal formally requested a bailout Thursday, removing some uncertainty, but questions about eurozone stability remain.
Contrary to protectionists’ claims, free trade agreements give American companies a fighting chance in an increasingly competitive global marketplace.
Congressional Democrats and Republicans continue to battle over the budget.
Recent local elections suggest gridlock is taking hold in Europe.
Economic growth and positive market returns continued in Q1 2011. But what of investor sentiment?
Year after year, crises come and go, and the market carries on.
The QE2 debate’s already begun, and unsurprisingly, officials and politicians are heavily divided on the subject.
A look at what’s currently going on in the MENA conflicts and possible impacts on global oil supplies.
US Q4 2010 corporate profits were once again hugely positive—proof of overall US corporate health.
A new report from the Centers for Disease Control and Prevention holds some important pointers for investors.
Consistent market outperformance is brutally tough, but it’s no Holy Grail.
Have changes made to the Consumer Price Index calculation affected its value?
Global stocks have largely shrugged off short-term declines in the aftermath of Japan’s earthquake and tsunami. However, political debate on the future of nuclear energy rages on.
Portugal’s parliament rejected new austerity measures Wednesday, adding to eurozone uncertainty.
Despite the US dollar recently weakening relative to other major currencies, there’s no imminent dollar demise.
The US Treasury plans to sell $142 billion of mortgage-backed securities bought in 2008—the latest example of the government profiting from financial panic intervention.
The Fed’s latest stress test will permit select banks to increase their dividends. Hooray! But are the tests asking the right question?
Lost amid the headlines, eurozone officials made positive strides in overhauling bailout fund terms—but there’s still plenty of work to do.
As the media bemoans an increasing prevalence of “Black Swans,” it’s worthwhile to consider the definition and whether it’s truly applicable to recent events.
The events in Japan, while tragic, likely have little lasting global economic impact.
Two events Friday highlight why investing based solely on what’s possible is wrong.
European banking and debt woes are a ways off from a more permanent resolution, and as politicians work on refining one, transparency and clarity are advisable.
The bull market celebrated another birthday Wednesday, providing an opportunity to look back and consider future prospects.
China recently revealed the blueprint of its economic policies and objectives for the next five years.
Greece’s credit rating took another hit Monday—but what’s really news is what’s happening in the rest of the eurozone.
Recent comparisons of our national debt to corporations are a welcome, though flawed, addition to the debt conversation.
Fears of a US muni market meltdown are spreading, but even if defaults reached their worst levels historically, the fallout would likely be relatively limited.
Private sector employment exceeded expectations Wednesday, but what does that say about the global recovery’s direction?
US economic growth is accelerating faster than most of the developed world—boding well for American stocks.
After more than a decade in power, Ireland’s Fianna Fail party gives way to Fine Gael—which faces a significant challenge in balancing domestic and foreign popularity.
While many opine about oil's potential impact on US growth, the reality is the relationship isn't as direct as many assume.
Three books highlight a few problems with expert investing advice.
Investors should take a cue from stock markets and ignore when indexes hover at round number thresholds.
As oil prices rise, many speculate about the future using comparisons to recent history. But it's important to keep historical comparisons in perspective when making forward-looking decisions.
A look at what's driven global grain prices higher recently.
Unrest in Libya could have a material impact on global energy supplies and prices.
Japanese protectionism plays a large role in the country's economic malaise. But reforms—including greater openness and free trade—could help buoy economic growth.
Recent food price increases have many fearing inflation. But foodflation and inflation aren't necessarily one and the same.
Acquisitions of American icons by foreign competitors shouldn't be viewed with patriotic disdain—consolidation is a normal and necessary part of success in the increasingly competitive global marketplace.
Neither the yuan—nor any other currency—will upstage dollar dominance anytime soon.
President Obama revealed his 2012 budget Monday—and true to form, lawmakers are already bristling over proposed spending cuts and tax increases.
Treasury Secretary Tim Geithner presented three proposals for reforming Fannie Mae and Freddie Mac on Friday.
Unrest in Egypt continues, but don't overestimate its potential to impact global markets.
Regulations and agreements like the UK's Project Merlin may make unhappy taxpayers feel better, but they're more likely to do harm than address the actual issues.
Did Rupert Murdoch's purchase of the Wall Street Journal improve the paper, or lower its bar further toward the lowest common denominator?
China increased interest rates again in its ongoing battle with rising inflation.
The EU held an economic summit last week—but concrete results were lacking, with dissent across the board.
The bull market looks likely to continue in 2011 but with important differences from the past two years.
Sharp food price swings are stoking inflation in some countries, but monetary policy likely isn't the answer.
Growth continues to surge in the US thanks to increasing productivity.
The US government may currently be in deep debt, but it's not necessarily a cause for alarm.
Tensions in Egypt escalated over the weekend as riots continued—but global economic fundamentals remain strong.
Years at Fisher Investments have taught me the absolute best investors are wrong quite a lot (one reason to believe in the amazing and rejuvenating powers of proper diversification), but being wrong often doesn’t mean you can’t beat the markets consistently, or at the very least achieve your investing goals.
Preliminary US Q4 GDP showed 3.2% annualized growth and pushed the economy to a new high-water mark—inconceivable to many just two short years ago.
The FASB's actions speak louder than the FCIC's words.
A political manifesto? Yes, but Ron Paul's book deriding the Fed is also one of the best layperson's primers on central banking in years.
The President dropped a tempting teaser in his State of the Union address Tuesday night when he discussed deregulation. We've got some ideas of where to start.
Preliminary reports indicate the US Treasury's eight "toxic asset” funds weren't so toxic after all.
The Dodd-Frank financial reform law mandated myriad studies, and they're beginning to roll in—to a chorus of yawns and questions.
China's attempt to avoid overheating without imperiling growth is a timely reminder of the diversity of Emerging Markets countries.
A recent executive order seeks to clean house in Washington and hints at a more moderate political climate.
Gold ETFs drove gold's outperformance in the last bull market. But with no such force this time around, gold appears back to its usual bull market underperformance.
An accessible history of the bull markets spanning the '80s and '90s, but skip the analysis.
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