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This post discusses how politics and economics will interact in the Greek debt crisis and lead to default and euro zone exit.

Deficit fatigue has set in as large scale deficit spending has become politically unacceptable. Austerity is now in. This has caused a recession throughout Europe and weakened the US. To counteract this fiscal retrenchment, monetary…

That's the headline from my latest talk on RT's Alyona Show. Before I send you to the clip, let me explain my thinking because I don't think I was really clear in the video.

This is a sing along in honor of the US Treasury Secretary.

I am not at all optimistic about the euro zone in terms of policy makers fashioning a solution to the problem. The euro leaders have the diagnosis all wrong. They keep harping on government debt and deficits as if that's the problem. And…

Below is the link to my latest appearance on BNN with Howard Green and Ryan Avent. Quick thoughts here

Colbert says "clearly, my fellow South Caroliniacs see me as the only viable "Mitt-ternative". Take a look.

Here's what I had to say about Europe on Capital Account with Lauren Lyster on Thursday night. I'm not bullish on the real economy there (but I still expect relative share outperformance due to lower P/Es). The US is having a bit of a data…

Coldplay is what I'm listening to tonight.

Soon, Credit Writedowns Pro is coming out with my predictions/forecast for 2012. I am aiming for a Jan 5th release and will also start a few forum topics then as well. See the piece "Introducing Credit Writedowns Pro", which is stuck to the…