• Where’s the Growth?

    It’s been more than five years since the global financial crisis, but developed economies aren’t making much progress. As of today, the United States, Canada, Germany, France, Japan, and the United Kingdom have all regained their pre-crisis peaks in real GDP, but with little else to show for it.

  • Fed – No Interest Rate Hike Anytime Soon

    The Fed’s latest two-day policy meeting that adjourned yesterday was perhaps the most anticipated of the year. Why? Most Fed-watchers believed that the Fed Open Market Committee (FOMC) might drop a hint in its official policy statement about when...
  • How You Can Tell When a Company’s P/E is All Flash

    By Andrey Dashkov College reunions are toxic. Except for the few precious moments of genuine human connection, these parties are nothing but status pageants. Suits and watches are inconspicuously glanced at, vacation photos (carefully selected the night...
    Posted to Casey Research by Doug Casey on 09-19-2014
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  • Scotland Stays...

    In This Issue.

    * Weekly jobs report improves

    * Net Worth on the rise

    * Limited data next week

    * Scottish voters have spoken

    Posted to Daily Pfennig by Chuck Butler on 09-19-2014
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  • Finest Worksong

    I had dinner last night with my good friend Richard Howard, who, besides being a charming young Australian lad, is also the wickedly brilliant chief economist of Hayman Advisors, the hedge fund outfit run by my friend Kyle Bass. We try to get together every few months at one of the local eateries and hash out the world. And yes, for those interested, the recent action in Japan has both of us smiling a “we told you so” sort of smile. But also thinking that the magic will last for Abe-sama a little while longer. Actually, we talked about why this trade could take a lot longer than most yen bears expect.

    Posted to John Mauldin's Outside the Box by John Mauldin on 09-18-2014
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  • Out of Control Federal Regulations Stifle Economy

    Today we focus on the costs to consumers of out-of-control federal regulations. While government regulations have increased for decades, the issuance of such new laws has exploded in recent years under the Obama administration. This regulatory maze is taking a serious toll on the economy, as I will discuss below.

    Most Americans are unaware that the government issued over 3,600 new regulations in fiscal year 2013 alone! Likewise, most of us have no idea that this rising regulatory burden costs the economy up to $2 trillion each year. This is regulatory overkill, and it’s no wonder then that this economic recovery is so weak. That’s our main topic today.

    The Fed Open Market Committee is meeting today and tomorrow, and the focus is on whether the Fed will hint at when it might implement the first interest rate hike in almost eight years. The latest FOMC policy statement will be released tomorrow afternoon, and I will report on it in my blog on Thursday. If you have not subscribed to my free weekly blog, go here (

    Posted to Forecasts & Trends by Gary D. Halbert on 09-16-2014
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  • Draghi Ties The Euro To The Tracks!

    In This Issue.

    * The dollar remains in the driver's seat.

    * Swedes have a hung Parliament .

    * Scotland vote is this Thursday.

    * FOMC meeting this week .

    Posted to Daily Pfennig by Chuck Butler on 09-15-2014
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  • Property Rights and Property Taxes—and Countries That Don’t Have Them

    By Nick Giambruno, Senior Editor, Do you really own something that you are forced to perpetually make payments on and which can be seized from you if you don’t pay? I would say that you don’t. You would possess such an...
    Posted to Casey Research by Doug Casey on 09-15-2014
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  • What’s on Your Radar Screen?

    As I sit down to write each week, I generally turn to the events and themes that most impressed me that week. Reading from a wide variety of sources, I sometimes see patterns that I feel are worthy to call to your attention. I’ve come to see my role in your life as a filter, a connoisseur of ideas and information. I don’t sit down to write with the thought that I need to be particularly brilliant or insightful (which is almighty difficult even for brilliant and insightful people) but that I need to find brilliant and insightful, and hopefully useful, ideas among the hundreds of sources that surface each week. And if I can bring to your attention a pattern, an idea, or thought stream that that helps your investment process, then I’ve done my job.

  • Dollar Best Week In 10 months!

    In This Issue.

    * The dollar is mixed this morning.

    * Swedes go to the polls this weekend .

    * Scotland vote is a week away.

    * Is A$'s seeing Central Bank intervention? .

    Posted to Daily Pfennig by Chuck Butler on 09-12-2014
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  • Consider These Investable Employers This Labor Day

    I hope your Labor Day is off to a pleasant start and that it will be filled with sunshine, good food and memories you'll cherish once everyone returns to school and work. In honor of the holiday that celebrates the U.S. labor movement, I have a question...
    Posted to Uncommon Wisdom by Tony Sagami on 09-12-2014
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  • The World Order Becomes Disorder

    By Donald G. M. Coxe, Chairman, Coxe Advisors LLC. Is the post-Cold War global boom over? Since the fall of Bolshevism, the world has seen remarkably sustained growth in international cooperation, brought about by freer trade and new technologies. Financial...
    Posted to Casey Research by Doug Casey on 09-12-2014
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  • President Obama’s Biggest “Whopper” Yet

    I’m out of town today assisting an elderly relative (96 year-old Mother-In-Law), so I thought I would reprint the following article from Investor’s Business Daily . On Labor Day, President Obama made an outrageous statement that has to rank as one of...
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  • An Independent Scotland?

    The United States is just starting to think about the upcoming elections (for whatever reason, the vast majority of people don’t focus on politics until after Labor Day), but there is another election happening “over the pond,” where the polls have just made everybody do a double-take. I am of course referring to the referendum on Scottish independence, which will be held next week. Voters opposing the measure were a clear majority for months, but their numbers began slipping a few weeks ago; and as of last few days the contest is basically even, with the election probably to be decided by the undecided.

    Posted to John Mauldin's Outside the Box by John Mauldin on 09-12-2014
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  • Labor Force Participation Lowest in 36 Years - Why?

    Last Friday’s unemployment report for August was significantly weaker than expected. While the headline unemployment rate dipped back to 6.1% (same as it was for June), the number of new jobs created last month was substantially below expectations and marked the lowest number of the year.

    Until last Friday’s disappointing jobs report, most economists assumed that job growth would continue at a pace of more than 200,000 new jobs per month. But today we’ll look at five facts which suggest that such an assumption was likely misplaced.

    Our main topic today focuses on the labor force participation rate – the percentage of Americans working or looking for work – which is now at a 36-year low. People are leaving the workforce in record numbers, and it’s not all because Baby Boomers are retiring. Over half of those leaving the workforce have simply given up on finding a job.

    The question is whether this is a “cyclical” phenomenon that will improve when the economy gets stronger, or whether it’s a “structural” problem that will be with us for years. That’s what we’ll explore as we go along today.

    Posted to Forecasts & Trends by Gary D. Halbert on 09-09-2014
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