Originally published in the August 2012 Intelligent Investor, Part 2 As detailed in many issues of this publication for some time now (as well as in America’s Financial Apocalypse), the U.S. go...
Read moreThe large wealth and income inequality in the U.S. has continued to widen for nearly three decades. Over the past few years the disparity has become even larger. For instance, the top 1% of income ear...
Read moreAlthough poverty rates have been high in the United States for over a decade, they have increased appreciably since the economic crisis. As first detailed in America's Financial Apocalypse and discuss...
Read moreOriginally published in the September 2012 Intelligent Investor Each year, Washington spends money to provide a variety of services. Ideally, Washington should only spend as much as it takes...
Read moreFiscal cliff negotiations turned out to be a disaster. As you will recall, the fiscal cliff referred to automatic expiration of numerous tax breaks and expenditures. It was meant to serve as an econom...
Read moreAs the Fed continues with quantitative easing, commodities continue to sell off as expected. This makes sense if we consider the primary force driving commodities right now is the global economic slow...
Read moreLast Friday the Labor Department reported that non-farm payrolls grew by 155,000 jobs last month, slightly below November's level. Last Tuesday marked the commencement of Q4 earnings, with Alcoa meeti...
Read moreI have been discussing the adverse impact of U.S. trade policy on America’s working and middle-class for several years now. I began this discussion in America’s Financial Apocalypse. As m...
Read moreLittle has changed since we released the last monthly publication. The global economy continues to weaken. Europe is sinking deeper into recession and even Germany is now most likely headed for a cont...
Read moreBased on the performance of several stocks considered to be very reliant on the outcome of the election, it appeared that Wall Street had determined at least a few weeks ago that President Obama would...
Read moreOne cannot deny that the chart of the Dow looks impressive since March 2009. This is by no coincidence. A trend of record earnings have combined with record-low Treasury yields and the safe haven stat...
Read moreIn this 14-page article, Mike details the inner workings of how the global game is played, explaining the macroeconomic forces that underlie the risks and merits of investing in the U.S. and other wor...
Read moreWe have released a PDF of the Opening Statement as well as the Employment analysis from the August 2012 Intelligent Investor.
Read moreWe have released a presentation on the Fiscal Cliff situation first published in the August 2012 Intelligent Investor.
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