Nevins: Where Is That Confounded Recession?

"...events might eventually prove those recession forecasts to be correct, although I would say not until mid-2020 at the earliest, and a recession at that time remains just a possibility..."

  • Nov 7, 2019 9:45 PM

Ben Hunt: "When I Was Radicalized (Boeing Edition)"

"...it's impossible to separate the modern management practice of self-enrichment through massive levels of stock-based comp from the modern management practice of investor placation through massive levels of stock buybacks..."

  • Nov 6, 2019 3:36 PM

Powell's Revelation And A TIP For Defense

Despite what the Fed leads us to believe, they have little control over the rate of inflation and they do not know how to accurately measure it. As occurred 50 years ago, they can easily lose control of prices...

  • Nov 6, 2019 11:25 AM