Forecasts

Happy Friday. Here's a quick gold-level note note on what I think is going on in the markets and the economy right now that I am making freely available. Turning to the paradigm I set out in 2009, the following points frame the secular…

Faber, Buffett and Grantham were bullish as stocks reached their financial crisis nadir

Question for you: Which distinctly British asset class has offered the most attractive returns over the past decade? Central London property? Not even close, even if it has done rather well. UK farmland is the answer, having more than…

Here are the comments I found the most interesting from the first part of this year's Barron's Investing Roundtable interview which was published today.

Read between the lines. Bank of America is on government life support. As a result, it is being forced to shed assets and cut staff in the hope that this will be enough to prevent its having to be bailed out or resolved. Moreover, a…

There is less mobility in the work force because the computers are not simply displacing jobs, they are taking out the middle. Because they take out the middle, it is a lot harder to pursue the American dream by working your way up the…

While Germany has done well of late, it was crushed by the downturn in 2008 and has an economy highly levered to external macro shocks since exports is a very large percentage of German GDP. German macro economists are forecasting recession…

Each member will be asked to give a number for what they think the interest rate will be at the end of this year, the end of next few years and also in the long run. Won’t it be confusing to have 12 different predictions for this?