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The following is an excerpt of David Rosenberg's Monday Breakfast with Dave missive. INVESTMENT STRATEGY IN A DEFLATIONARY ENVIRONMENT Focus on safe yield: High-quality corporates (non-cyclical, high cash reserves, minimal refinancing…

Professor Paul Davidson wrote the following reply to comments in my recent Bill Clinton Interview post regarding the the causes of the current recession. He believes that this issue has to become a focus of public attention and that the…

by the Consumer Metrics Institute We founded the Consumer Metrics Institute precisely because we felt that the economic bureaucrats in Washington were out of touch with the economy that most of us live in. They remind us of those patients…

by Gary Shilling Investor attitudes have reversed abruptly in recent months. As late as last March, most translated the year-long robust rise in stocks, foreign currencies, commodities and the weakness in Treasury bonds that had commenced…

The following is a post by James K. Galbraith as originally published this Monday at the New America Foundation's website. In July 2008, in a memorandum for the Obama campaign team and later published in Challenge,  I wrote as…

By John Mauldin Now let's turn to China. I received this report from Simon Hunt (who is based in London, and who makes my travel schedule look positively pedestrian). Besides being an expert on the copper market he is a serious student of…

By John Mauldin A report just out from the Center for Policy Analysis, by Courtney Collins and Andrew J. Rettenmaier (solid academic types from Mercer University and Texas A&M respectively), that indicates that state and local pension…

By Paul Brodsky and Lee Quaintance of QB Partners (Hat tip Barry Ritholtz) • Deflation • Quantitative Easing (QE2 & QE3) • A nod to Christopher Hitchens • The G7 financial system must deleverage to regain a semblance…

By John Mauldin. "... has been brought about by policies which the majority of economists recommended and even urged governments to pursue. We have indeed at the moment little cause for pride: as a profession we have made a mess…

From The Consumer Metrics Institute On July 30th the Bureau of Economic Analysis ('BEA') released its "advance" estimate of the annualized growth rate of the U.S. Gross Domestic Product ('GDP') during the 2nd quarter of 2010. Per…