CHINA´S BOLDEST EXPERIMENT / PROJECT SYNDICATE

China’s Boldest Experiment The conventional wisdom among social scientists is that the demands of advanced economies and growing middle c...

UNREALISTIC RETURN ASSUMPTIONS / MAULDIN ECONOMICS

Unrealistic Return Assumptions Jared Dillian Editor, The 10th Man There is no shortage of stupid people tricks in the financial mark...

THE MISUNDERSTOOD FLATTENING YIELD CURVE / JOHN MAULDIN´S WEEKLY NEWSLETTER

The Misunderstood Flattening Yield Curve By John Mauldin     Everybody is suddenly talking about the inverted yield curve. They...

MACRON PROTESTS SHOW THAT LEADING FRANCE SEEMS LIKE AN IMPOSSIBLE JOB / THE FINANCIAL TIMES OP EDITORIAL

Macron protests show that leading France seems like an impossible job The French contradiction of a demand for lower taxes and better pub...

THE WORLD´S BIGGEST HEDGE FUND IS GETTING WACKED, AND WHY "MONEYNESS" MATTERS / DOLLAR COLLAPSE

The World’s Biggest Hedge Fund Is Getting Whacked, And Why “Moneyness” Matters by John Rubino A few years ago the Swiss National ...

THE HOUSING BOOM IS ALREADY GIGANTIC. HOW LONG CAN IT LAST? / THE NEW YORK TIMES

The Housing Boom Is Already Gigantic. How Long Can It Last? By Robert J. Shiller .       Credit Byron Eggenschwiler We are, once ...

THE PHONY U.S.-CHINA TRUCE / PROJECT SYNDICATE

The Phony US-China Truce There is no shortage of precedents for the approach to the escalating trade dispute taken by Donald Trump and Xi...