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“There is a lot in the press these days about how the recent rise in Treasury bond yields has the potential to abort a nascent economic recovery. To this I say, nonsense!,” said Paul Kasriel in this short guest contribution. [...] More on this topic (What's this?) Rising Treasury Yields Could Trip Up the U.S. Recovery (Money Morning, 6/9/09) Treasury Market Rebellion (The Value at Risk, 5/27/09) Green Shoot or Yellow Weed?: Uncle Sam Hands Out 'Cash for Keys' (Wealth Daily, 5/19/09)
Jeremy Grantham has become a familiar, and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, a fascinating interview with the co-founder and chairman of Boston-based GMO has just crossed my path. It comes in the form of a mega five-part interview recently conducted with the legendary investor. This interview is not to be missed. [...]
This post offers a few suggestions from Barry Ritholtz on how to “fix” not just CNBC, but all Financial TV. [...] More on this topic (What's this?) How to Survive the Financial Crisis (Learn Financial Planning, 2/8/09) How the U.S. Credit Crisis Will Lead to an Overhaul of the U.S. Student Loan System (Money Morning, 3/5/09) The $9.7 Trillion Bailout (Wealth Daily, 2/9/09)
By Cees Bruggemans The green shoots are apparently reaching higher. A cyclical gear change is underway, in which 2Q2009 will show much less of a GDP decline than 1Q2009. Either 3Q2009 or 4Q2009 will probably show the first cyclical uptick in our output, heralding renewed expansion. In the US, the [...] | ||||||||||||||||||||||||||||||||||
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