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Monthly Archives: December 2013

Consumer Slowing Down?

There has been much debate in Washington about how to get the economy growing again.  Unfortunately, fiscal policy has done little to address the core of economic growth, which is […]

Why Equity Bulls Are Hoping for Bad Macro News

Until early May of this year, trends in US macro fundamentals and US stock markets were ‘relatively’ well correlated. However, since the first stirrings of Taper concerns, the relationship has seemingly […]

Beware of the Monetary Mobsters!

Last month the IMF came up with a ‘brilliant plan’ to solve the crisis in Europe. As the old continent suffers from record unemployment and a debt pile that has […]