The US housing market appears to be softening a bit after a torrid run-up in the last 18 months. National home prices, as tracked by the Case Shiller index, had [ … ]
Some More Q&A…
Here’s the rest of the QE. You guys keep asking harder and harder questions. Ease up next time, okay?
Is the Global Financial Asset Portfolio the Perfect Indexing Strategy? – Part 2
Last week I presented the Global Financial Asset Portfolio (GFAP). In case you missed it here’s a brief summary: The GFAP represents the current allocation of the world’s financial assets. The [ … ]
Three Things I Think I Think
Since I am still working through the Q&A from last week I figured I’d take some of the questions for a segment of three things:
How To Respond to Someone Screaming About “Money Printing”
‘How do you respond to someone who is constantly claiming that inflation and therefore interest rates are bound to shoot up with “all of the money the government is printing?”‘
Housekeeping: You Asked For It….
Okay, I got a TON of complaints after turning the comments off last week so I am going to test an alternative this week. I am turning Disqus on with [ … ]
Europe vs USA: the Unemployment Divergence
Here’s another perspective on the incredible divergence in the US economy and the European economy (via Calculated Risk):
The End of Stock Picking
Jason Zweig has a nice piece in yesterday’s Wall Street Journal on the end of the stock picking asset manager. He notes: The debate about whether you should hire an “active” [ … ]
Has the US Dollar Lost 99% of its Purchasing Power Since 1913?
Every so often this chart of the US Dollar’s collapsing purchasing power starts making the rounds. It’s usually promoted by gold standard advocates or “sound money” advocates. And yes, it’s [ … ]