Archives for May, 2014

Yellen’s Wand Is Running Low on Magic

How important is housing to the American economy? If a 2011 SMU paper entitled “Housing’s Contribution to Gross Domestic Product (GDP) quot; is right, nothing moves the economic needle like housing. It accounts for 17% to 18% of GDP. And don’t forget that home buyers fill their homes with all manner of stuff—and that homeowners […]

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Yellen’s Wand Is Running Low on Magic

How important is housing to the American economy? If a 2011 SMU paper entitled “Housing’s Contribution to Gross Domestic Product (GDP) quot; is right, nothing moves the economic needle like housing. It accounts for 17% to 18% of GDP. And don’t forget that home buyers fill their homes with all manner of stuff—and that homeowners […]

Read the rest of this entry »

Thoughts from the Frontline: Are Valuations Really Too High?

  The older I get and the more I research and study, the more convinced I become that one of the more important traits of a good investor or businessman is not simply to come up with the right answer but to be able to ask the right question. The questions we ask often reveal […]

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Thoughts from the Frontline: Are Valuations Really Too High?

  The older I get and the more I research and study, the more convinced I become that one of the more important traits of a good investor or businessman is not simply to come up with the right answer but to be able to ask the right question. The questions we ask often reveal […]

Read the rest of this entry »

Collateral Damage: What You and Monica Lewinsky Have in Common

Collateral damage can assume many forms—and though some may be more newsworthy than others, the latter are no less real, nor any less frightening. On Tuesday, controversial radio talk show host Rush Limbaugh called Monica Lewinsky “collateral damage in Hillary Clinton’s war on women,” saying that President Bill Clinton and his wife destroyed the former […]

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Collateral Damage: What You and Monica Lewinsky Have in Common

Collateral damage can assume many forms—and though some may be more newsworthy than others, the latter are no less real, nor any less frightening. On Tuesday, controversial radio talk show host Rush Limbaugh called Monica Lewinsky “collateral damage in Hillary Clinton’s war on women,” saying that President Bill Clinton and his wife destroyed the former […]

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Outside the Box: Don’t Ignore the Anecdotes

  Whenever I’m in New York I make a point of calling a number of my economist and investor friends and arranging a “dinner with interesting people.” Thankfully, Rich Yamarone is almost always at the table, because his insights into what’s happening in the real economy, beyond Wall Street, are unrivaled. Rich is Chief Economist […]

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How a Big Cat Started Europe’s Addiction to Oil

On July 1, 1911, a German gunboat named Panther sailed into the port of Agadir, Morocco, and changed history. For the previous two decades, a faction within the British Admiralty had called for the navy to switch from coal-fired ships to ones powered by a new fuel. Admiral John Fisher, First Sea Lord, led the charge, trumpeting […]

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How a Big Cat Started Europe’s Addiction to Oil

On July 1, 1911, a German gunboat named Panther sailed into the port of Agadir, Morocco, and changed history. For the previous two decades, a faction within the British Admiralty had called for the navy to switch from coal-fired ships to ones powered by a new fuel. Admiral John Fisher, First Sea Lord, led the charge, trumpeting […]

Read the rest of this entry »

Outside the Box: Is There a Biotech Bubble?

  I’m bringing you a special Outside the Box today to address a very specific question that is on many investor’s minds: is there a bubble in biotech? To answer that question, Patrick Cox, editor of Mauldin Economics’ Transformational Technology Alert, teases apart the data on stock performance in the biotech space and then goes […]

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