DO NOT BLAME INDEX FUNDS AND ETFS FOR MARKET VOLATILITY / THE FINANCIAL TIMES OP EDITORIAL

Do not blame index funds and ETFs for market volatility Scaremongering about crashes ignores the long-term success of diversified investm...

A STARTLING SPEECH IN CHINA / GEOPOLITICAL FUTURES

A Startling Speech in China A prominent Chinese economist has publicly challenged a core concept in China’s policy. By George Friedman ...

THE MIDDLE-CLASS MAJORITY, FAILING FERTILITY RATES, AND THE BIOLOGICAL CONVERGENCE / MAULDIN ECONOMICS

The Middle-Class Majority, Failing Fertility Rates, and the Biological Convergence Patrick Cox In the 1990s, the concept of the “techn...

PHILIP HAMMOND HANDS HIS FISCAL GIFT RIGHT BACK / THE FINANCIAL TIMES OP EDITORIAL

Philip Hammond hands his fiscal gift right back This Budget is the largest discretionary fiscal loosening since the OBR’s creation in 201...

AMERICA´S MIDTERM ELECTIONS TURN MENACING / PROJECT SYNDICATE

America’s Midterm Elections Turn Menacing With the approach of crucial congressional and state elections, no one should be surprised that...

THE SURPRISING LOSERS IF U.S. LEVERAGED LOAN BOOM FIZZLES THE WALL STREET JOURNAL

The Surprising Losers if U.S. Leveraged Loan Boom Fizzles U.S. regulators and others are casting a closer eye over aggressive loans for ...

WHAT IF WE´RE ALL COMING BACK? / THE NEW YORK TIMES OP EDITORIAL

Opinión What if We’re All Coming Back? The prospect of being reborn as a poor person in a world ravaged by climate change could lead us...

BACK TO FUNDAMENTALS / CREDIT BUBBLE BULETIN

Back to Fundamentals Doug Nolan The Dow (DJIA) jumped 545 points (2.1%) in Wednesday's post-midterms trading. The S&P500'...

THE PARADOX AT THE HEART OF THE U.S. STOCKS RALLY / THE FINANCIAL TIMES

The paradox at the heart of the US stocks rally Buybacks and passive investing combination should worry even equity Bulls Supriya Menon...

THE AGONY OF THE VALUE INVESTOR / THE ECONOMIST

Buttonwood The agony of the value investor A contrarian strategy fares badly much of the time . IN APRIL 1962, Joan Whitney Payson...

DID THE GLOBAL ORDER DIE WITH KHASHOGGI? / PROJECT SYNDICATE

Did the Global Order Die with Khashoggi? A world in which all that matters is the deal is one where citizens do not know what to expect f...

THE BRIGHT LIGHTS OF MARKET ILLUSIONS ARE DIMMING / THE FINANCIAL TIMES

The bright lights of market illusions are dimming Turn off the liquidity taps and the ability to believe the impossible evaporates Merr...