Taper Capers Excerpted from the October, 2013 edition of The Credit Strategist, by Michael Lewitt A foolish inconsistency is the hobgoblin of little minds, adored by little statesmen and philosophers and divines. With consistency a great soul has simply nothing to do. He may as well concern himself with his…
The Unintended Empire By George Friedman, STRATFOR The American president is the most important political leader in the world. The reason is simple: he governs a nation whose economic and military policies shape the lives of people in every country on every continent. The president can and does order invasions,…
…magazines to which I subscribe. Steve Forbes, the publisher, has been a stalwart in the movement for free trade and open markets for many years, and I have a very high opinion of his work and analysis. I do not believe this article is in keeping with his philosophy, or…
The Coming BioTech Bubble By Patrick Cox BioTech Overview In just a few paragraphs, I’m going to tell you something that will, if you are a demographically typical American, extend your healthy life span significantly. Moreover, what I’m going to recommend that you do is essentially free. On top of…
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…click on “How to Subscribe” (individual) and put in your email address, and she will get the information back to you. Check it out. Next Monday you well see another interview by her that she did with my friend Paul McCulley (formerly of Pimco), in which he talks about the…
…a minimum, you should subscribe to This Week in Geopolitics, the free weekly letter that George writes for Mauldin Economics. For those of you who aren’t familiar with George’s massive body of work, this is a way to freely avail yourself of his thinking and then decide whether you too…
The Kingdom Of Denmark By Michael Lewitt Excerpted from the March 1, 2015 issue of The Credit Strategist “What is a debt, anyway? A debt is just the perversion of a promise. It is a promise corrupted by both math and violence. If freedom (real freedom) is the ability to…
Slow Long-Term Growth, And Government’s Response (excerpted from the August 2009 edition of A. Gary Shilling’sINSIGHT) Beyond the current recession, the worst since the 1930s, lies years of slow growth, as we’ve discussed in pastInsights. The next economic recovery, which will probably start around mid-2010, will likely be so subdued…
…routinely. If you do subscribe to OMS, look for the full text of some of the non-public items next week. For everyone else, I’ve included links to publicly available items where possible. One bit of advice: don’t hurry through these commentaries. Try to go through them slowly and thoughtfully. This…
John Mauldin
John Mauldin