ECRI WLI: Has the growth rate bottomed?

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A quick review of the outlook for the ECRI Leading Indicator … […]






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The Gathering Storm – a unique investment book

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I have just contributed a chapter to a new book, “The Gathering Storm” – a unique perspective on world economics and financial markets. Contributors include the likes of James Ferguson, Albert Edwards, Dylan Grice, Howard Marks, David Rosenberg, John Mauldin, Lee Robinson and Patrick Young. Read on … […]






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Grant says quantitative easing is just money printing

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Click through for James Grant, editor of Grant’s Interest Rate Observer, and Neal Soss, chief economist at Credit Suisse Holdings USA, discussing the outlook for Federal Reserve monetary policy, the labor market and the dollar. […]






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Quote du Jour: Russell says QE2 is “vomiting out more paper”

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Readers often ask me about Richard Russell’s (Dow Theory Letters) comments on topical issues. I though you might be interested in his take on another round of quantitative easing … […]






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A bullish outlook, according to Barton Biggs

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In this interview, Barton Biggs, managing partner at Traxis Partners, tells CNBC he expects the S&P 500 to move up another 10 to 15%. […]






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Asia’s digital dragon – a huge opportunity

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“With just over 1.3 billion people (as of mid-2008), China accounts for about 20 percent of the world population and, needless to say, is the world’s largest and most populous country. Although the country’s population growth has been somewhat slowed by the one child policy (in effect since 1979), its internet population has been growing by leaps and bounds over the past ten years,” said Dian Chu in this very thoughtful guest contribution. Read on for how to capitalize on the digital dragon … […]






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