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There Is No Coincidence in Economics

By William K. Black Paul Krugman has a nice column entitled “Fraternity of Failure” dated May 15, 2015.

Bonds Performed Poorly Leading Up To Release of Fed Minutes

In our last post about a week ago we noted the slow pace of economic growth that has unfolded since the financial crisis. …

The “Junkie Economy”

Kingpin-Free Colombia This is the first time we’ve been in Colombia. Greener, more mountainous, richer, newer, and more flowery – it is many …

Economy is “Good Enough” for Stocks

By Russ Koesterich Weekly Commentary Overview U.S.

Energy Subsidies Account for 6.5% Global GDP

In their blog, Ben Clements and Vitor Gaspar make the points that global energy subsidies are still very substantial, that there is a strong …

When Fed’s ‘Magic Pills’ Backfired

In today’s global monetary system, money is created out of thin air — like magic — but it can disappear even faster. Almost …

Sector Allocation As It Pertains To Dividend Growth Investing

  Sector allocation is an aspect of the dividend growth investing strategy that I’ve been meaning to discuss for some time now. But …

US Business Cycle Risk Report

US economic growth has slowed in recent months, but the deceleration to date remains well short of a tipping point for the business …

Bond: Safe Haven No More

By Bill Bonner Bonds: A Crowded Trade In the financial markets, we have been waiting for a crash of U.S.

Warren Buffett’s Asset Allocation: Skimpy on Bonds

  It seems I’ve been writing a lot about Warren Buffett lately. Earlier in May I used one of his favorite valuation tools …

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