Category Archives: Nouriel Roubini
Nouriel Roubini’s “Good, Bad, & Ugly” Scenarios For The Global Economy
Authored by Nouriel Roubini via Project Syndicate, The International Monetary Fund, which in recent years had characterized global growth as the “new mediocre,” recently upgraded its World Economic Outlook. But is the IMF right to think that the recent growth spurt will continue over the next few years, or is a temporary cyclical upswing about […]
Weekend Reading: Yellen Lets Doves Fly
Authored by Lance Roberts via RealInvestment Advice.com, As I noted in yesterday’s missive, Yellen’s recent testimony on Capitol Hill sent robots frantically chasing asset prices on Thursday even before testimony began. The catalyst was the release of prepared testimony which included this one single sentence: “Because the neutral rate is currently quite low by historical […]
Weekend Reading: The Everything Bump
Authored by Lance Roberts via RealInvestmentAdvice.com, I received an email this morning that is symptomatic of the current psychology prevailing in the market currently: “It seems to me like much of the market movement these days due by the huge increase in algo-driven trading and also by direct or indirect CB intervention. Every time you […]
Rajan Warns “The Fundamental Problems Of The Financial Crisis Are Still With Us”
Authored by Christof Gisiger via Finanz Und Wirtschaft, Raghuram Rajan, Professor of Finance at the University of Chicago and former governor of the Reserve Bank of India, warns of more turmoil ahead if the developed world fails to adapt to the fundamental forces of global change. It is a pivotal moment on the eve of […]
Weekend Reading: Intelligent Asininity
Submitted by Lance Roberts via RealInvestmentAdvice.com, This past week, the bulls pushed the markets above the downtrend resistance that has held in place since the highs of last year. Of course, while prices have been lofted higher, the deterioration of the fundamental and economic underpinnings have accelerated as reflected by the rush into bonds driving yields […]
ZeroHedge: Weekend Reading: Should I Stay Or Should I Go
Be prepared for the next great transfer of wealth. Buy physical silver and storable food. Submitted by Lance Roberts via RealInvestmentAdvice.com, It has been interesting as of late reading the numerous views espousing the value of “indexing” and lamenting the short-term underperformance of some fund manager. What is more interesting is a large majority of these […]
ZeroHedge: This Incredibly Reckless Policy Is Gaining Momentum
Be prepared for the next great transfer of wealth. Buy physical silver and storable food. Via HardAssetsAlliance.com, I was sure I misread the title, because everyone instinctively knows this policy is a bad idea… right? But I didn’t misread it. And it was far from the only article in support of it. The title was […]