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The CBO Has Made One Assumption That Will Almost Certainly Be Proven Wrong
A few snippets of data from the Congressional Budget Office’s Budget and Economic Outlook 2003.Estimated 10-year budge surplus = $5.6T. Reality = $6.6T deficit. A 200+% miss. Estimate for 2012 Debt...
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French Government Fears 'Social Implosions Or Explosions'
The daily drumbeat of layoff and plant-closure announcements in France has been riling up desperate workers who who have little hope of finding a job elsewhere, with unemployment at 10.5%.But now the...
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Americans Are Subsidizing Venezuela Gasoline To The Tune Of 18 Cents A Gallon
Overall, Gasoline Exports net loss for economic productivity The gasoline market is well supplied, but if it weren`t for gasoline exports, the united states would have much cheaper gasoline, and the...
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Investment Conferences Are Packed With People Clamoring For Insights
If you’ve been a hibernating bear lately, you’ve missed a ton of positive news, as U.S. construction spending rose, ISM manufacturing data beat expectations and the country added 157,000 jobs.In...
View ArticleCommodities: Correlating Trends with Opportunities
Commodity price inflation is both a social and an economic issue. In emerging markets in particular, food and energy costs take a deeper slice out of consumers’ income, which can lead to the type of...
View ArticleGMI Ratings’ Litigation Risk Model Accurately Identifies Public Companies at...
New York – February 6, 2012– GMI Ratings, the leading provider of research on environmental, social, governance and accounting-related risks affecting the performance of public companies, today...
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This Is Not The Beginning Of A New Secular Bull Market
There have been several articles as of late discussing that the next great secular bull market has arrived. Historically, secular bear markets have averaged about 14 years, and considering that we...
View ArticleDaily Interest Rate Monitor – February 6
(click here if table is not observable) Read more posts on Global Macro Monitor »Please follow Money Game on Twitter and Facebook.Join the conversation about this story »
View ArticleGreat Graphic: Income, Wages and Productivity
This Great Graphic captures a key economic fact that shapes the political discourse. Nearly every issue is informed by it. It was created by a couple progressive think tanks and kudos to Michael...
View ArticleStratfor: The Risks of Egypt’s Outreach to Iran
Stratfor’s Vice President of Global Analysis Reva Bhalla discusses the Iranian president’s recent visit to Cairo and the Egyptian Muslim Brotherhood’s reasons for welcoming him.For more analysis,...
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The Cost Of An Aircraft Carrier Is A Rounding Error Compared To Monthly...
We got a big reminder of the importance of government spending in the Q4 GDP report. The damn military delayed some expenditures for a few months, and it knocked 1.3% of the quarter’s growth rate. If...
View ArticleDYDD Publishing: Hedging Risk is Available
I am proud to announce the launch of www.DYDDPublishing.com and its first eBook for sale. I am a bit bias, but I honestly hope you will enjoy this book.Hedging Risk: The Altissimo Letters is a...
View ArticleForeign Energy Investors Should Not Give Up on Egypt
Egypt is not only hungry for energy—it’s starving, and this starvation will play a role in the underlying revolutionary instability that has foreign investors asking whether the other boot is about to...
View ArticleDaily ETF Roundup: Stocks Close Flat On Euro Zone Worries
In yet another choppy trading session, stocks wiped out most of the day’s earlier losses to finish flat as investors remained reluctant to jump in. With no new domestic economic reports today,...
View ArticleMastering the Art…
“You have all these people trying to come up with formulas to beat the market. The market is not a science. The science may help increase the probabilities, but to excel you need to master the art of...
View ArticleUnderstanding Apple Requires An Analysis Of Fundamentals And Psychology
So many articles have been written recently about Apple — defending it or explaining why this glorious fruit will turn into a shriveling pumpkin by midnight (with Samsung’s help) — that I really...
View ArticleHow Much Would You Pay For The Apple Ecosystem? (AAPL)
Earlier this week I wrote about the psychological challenges that Apple shareholders face. I also discussed the evolution of Apple’s “i” gadgets — the iPod, iPhone and iPad— and how they have created...
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India Unexpectedly Slashed Its GDP Growth Forecast To A 10-Year Low
India's government said the economy will likely register its slowest annual growth in a decade and expand just 5.0 percent in the fiscal year ending in March, citing official estimates released...
View ArticleOur Investment Sinkhole Problem
We are used to expecting that more investment will yield more output, but in the real world, things don’t always work out that way.Figure 1. Comparison of 2005 to 2011 percent change in real GDP vs...
View ArticleSo David Einhorn is the Dumb Money on Apple
By EconMattersThink before going on CNBCThis was the more revealing takeaway from David Einhorn`s whining on CNBC over his stuck Apple position, and throwing Amazon under the bus in the process. The...
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