Great summary of world markets right now. He’s more negative than I am, but I agree with many of the specific investment conclusions he draws.
Great summary and (I think) good advice, too.
Good contrast between markets and main street. Good policy summary.
First annual decline in oil price in 7 years… what does it mean and what might happen next?
Oil, oil exploration and production stocks, oil services stocks? What happens when price of oil falls?
Thinking about inflation and deflation… global implications for supply and demand of basic materials. Wideranging discussion.
What’s happening in emerging markets?
Krugman talks about his work that won him the Nobel Prize: the relationship between economies of scale and world trade. Good stuff. Also, policy analysis and implications of incoming administration.
Drilling down on Oil:
Oil prices and energy policy under Obama. Why does volitility increase when capacity utilization approach 100%? 🙂
Dan Von Kohorn 