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By John Mauldin. I have been writing about The End Game for some time now. And writing a book of the same title. Consequently, I have been thinking a lot about how the credit crisis evolved into the sovereign debt crisis, and how it all…

From the Consumer Metrics Institute What credit numbers? During the past week there has been a flurry of Federal Reserve reports and commentary concerning the levels of credit in the current economy. The two most notable were: On July…

In a post via John Mauldin, Van Hoisington and Lacy Hunt echo some themes CW presented in January regarding why the NBER has waited to declare an end to recession. See "Is the recession dating committee preparing for a double…

Wallace Tuberville writes that if we let Goldman go back to its old ways, no one wins. This post originally appeared at New Deal 2.0. William D. Cohan’s op-ed piece in the July 7th New York Times had the same title as this article, but for…

There's a reason economics is called the dismal science, and weeks like this just give it further meaning. In economics, there is what you see and what you don't. This week we are going to examine the headline data we all see and then take…

From the BEA. Gross Domestic Product (GDP) would have been, on average, 2.7 percent, or $301.5 billion higher between 1998 and 2007 if research and development (R&D) spending was treated as investment in the U.S. national income and…

The following is an excerpt of the Weekly Market Commentary By John Hussman. Based on evidence that has always and only been observed during or immediately prior to U.S. recessions, the U.S. economy appears headed into a second leg of an…

A post by John Mauldin. In this issue: The Risk of Recession The Leading Indicators Are Starting to Turn Terms of Trade and US Real GDP Bernanke at the Crossroads Vancouver, Maine, and San Francisco We are…

The following is an excerpt from John Hussman's latest Weekly Market Commentary. I noted last week that we are closing in on a syndrome of indications that has always and only appeared during or immediately prior to recessions. At present,…

A post by John Mauldin. "Everyone" is upset with the level of fiscal deficits being run by nearly every developed country. And with much justification. The levels of fiscal deficits are unsustainable and threaten to bring many…