REPORT: 10 Questions (and Answers) for 2013
I’m doing a pre-emptive Q&A this week covering a macro view of 2013. I generally don’t believe in forecasting a full year out because I...
Author : PRAGMATIC CAPITALISM
2012 – A Bad Year for Pundits….
Neither Mr. Rogers nor Mr. Cramer should feel singled out. The business of market punditry is fraught with potholes. Of the 65 market “gurus” tracked...
Zillow on Housing in 2013: “Up, Up and Away”
■The national housing market hit bottom in October 2011, and home values have since risen 5.3 percent from that trough. The most recent Zillow Home...
The Rise of Macro Investing
Here’s an excerpt from a recent research piece published at Orcam. Obviously, with my macro focus and an entirely new company designed around this macro...
Is the Age of Macro Ending?
“One of the biggest surprises this year was the bear market in volatility. Massive liquidity programs from global central banks trumped tail risks. A rise...
Saxo Bank’s 10 Outrageous Predictions for 2013
This has become an annual thing from Saxo Bank. These predictions are always a little out there, but they’re thought provoking if nothing else. Via...
Barrons 2013 Outlook – No Negative Forecasts….
Barrons came out with their 2013 Outlook today and I was not surprised to see that all of the forecasts are positive. There isn’t a...
Inflation Update – Are Prices Turning up?
Today’s BLS reading on the CPI showed...nother benign price increase. Econoday has... good breakdown: “Excluding food...nd energy, the CPI rose 0.1 percent, following... boost...
Today’s FOMC Meeting: A Step Towards Elastic Deficit Targeting….
Lots of people are talking about how today’s change in FOMC guidance is a move towards NGDP Targeting. They might be right. And while I...
Read of the Day: Are You Brilliant or Just Lucky?
I’m really on a Michael Mauboussin kick here with all the press he’s doing for his new book. Combined with some good insights from Jason Zweig,...