Life after Debt - Russia’s New Millennium By Eric Kraus When John - a man who does as good a job as anyone on earth rendering arcane economic theory accessible to non-specialists - asked me to write a brief review of Russian financial opportunities, I shuddered. I write a Russian…
…entertaining manner. You can subscribe for free at: http://www.dailyreckoning.com/Sub/MWAVEsignup.html As noted above, I am in Orlando and getting ready to go to the Arnold Palmer Invitational Golf tournament in a few minutes. The speech went well, and now it is R&R time. It looks like I will be going to…
…free and you should subscribe. I will close this letter with a summary of part of his recent interview with Felix Zulauf as it focuses on the international scene. Here’s a link to the full video for those who prefer to watch/listen. The world is splitting in two. The West,…
…highly, highly recommend you subscribe to Mike Allen’s free newsletter. Straight-down-the-middle reporting, sticking to the facts. Among other things, they have the best sources in the White House. And the word is that Mnuchin and Cohn managed to keep a lid on Trump during the tax reform process, and now…
…and if you already subscribe to one or more of our services, you’ll save even more. But the best part is you’ll be among like-minded investors. Being in my inner circle includes you in interactive events and connects you with other Alpha Society members and the Mauldin Economics editors, including…
…I highly recommend you subscribe. And somebody get Dave Portnoy, obviously on vacation, some sunscreen. And maybe we just give the poor hedge fund managers $600. Time to hit the send button. I am told I will get my first dose of vaccine next week. One of the few advantages…
What the Export Land Model Means for Energy Prices By David Galland, Managing DirectorCasey Research - Casey Energy Speculator Jeffrey Brown is someone you should know. That’s because he can help you understand today’s high energy prices and that, as an investor, can make you a lot of money. I’ll…
…company, and how to subscribe to their publications by visiting their website at www.SEDinc.com. And I want to thank him for letting me use his work in this letter.) The Key Variable Problem Let’s return to our equation but expand it a little given the discussion above. GDP = consumption…
The Statistical Recovery The unemployment numbers came out last Friday, and Steve Liesman of CNBC did several interviews live from Leen’s Lodge in Maine. I postponed an hour of fishing to be on air with Martin Barnes (of the Bank Credit Analyst) to comment on the numbers. Everyone seemed quite…
…our times. You can subscribe at www.dowtheoryletters.com.) Second, this delayed retirement is not a financial problem, but a demographic problem. Thus the solutions are not simply financial, such as save more money or raise Social Security taxes. Third, Social Security is not the primary problem. Long before we get to…