…(I highly recommend you subscribe), we’ve been talking about political risk and its implications for a few months. I have been studying politics and social mood for a while, and while it’s a bit of a longer story, polarization has reached extreme levels, the fringe is larger than ever, and…

…of his essays and subscribe to the free Daily Reckoning (be warned: Bill is quite bearish) by clicking on this link: http://www.dailyreckoning.com/rpt/mauldin.html. Tiffani just sent me a link to this short version of what will be a major video production of her wedding in a few months. If you have…

…most valuable service they subscribe to. Better yet, we have a limited-time offer that gives you this valuable information at a shockingly low price. Click here for details. Puerto Rico and Lockdowns The number one response to the letter last week was, curiously enough, people wanting my mother’s banana bread…

…go to www.accreditedinvestor.ws to subscribe to the letter and see complete details, including the risks in hedge funds. (In this regard, I am registered representative of Millennium Wave Securities, an NASD member firm. See more disclosures on the web site and at the end of this letter.) Why Investors Fail:…

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…read. Click here to subscribe and learn why I and thousands of others find George and his team indispensable. Dallas, West Palm Beach, and DC I will be in Dallas in two weeks, then likely West Palm Beach and DC after that as we continue opening clinics within the next…

…You can and should subscribe to David's Dividend Cafe letter, a brief daily market update plus a short philosophical point. I have been reading him daily for years. DC, Cape Town, Italy, and London I will be in Washington, DC, the weekend of April 13 and then back home that…

2013 Investment Themes (excerpted from the January 2013 edition of A. Gary Shilling's Insight) The investment scene here and abroad is now dominated by the deleveraging of private economic sectors and financial institutions, the monetary and fiscal responses to the resulting slow economic growth and financial risks, and the fixation…

The Institutional Risk Analyst Are the Housing GSEs and TBTF Banks Blocking the Economic Recovery? Yesterday our colleague Chuck Gabriel at Capital Alpha Partners in Washington put out a research note indicating that the Obama Administration has decided to support a two-year extension in the conforming loan limit for Fannie…

Thoughts on the Statistical Recovery In the ‘50s through the early ‘80s, recessions were typified by large layoffs at manufacturing businesses, as they had built up too much inventory. Businesses had increased capacity and often borrowed a little too much. Rising prices in the ‘70s, along with extremely high interest-rate…