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Lacy Hunt and Van Hoisington launch into their first-quarter "Review and Outlook," this week's Outside the Box, with a statement that some may find eye-opening: "The Federal Reserve (Fed) is not, and has not been, 'printing money'…" But given the facts of life about...
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IN THIS ISSUE: 1. The JOHNSON O’CONNOR Research Foundation 2. Helping People Find The Best Careers For Over 90 Years 3. Scientific Testing To Determine One’s Natural Aptitudes 4. Matching Aptitudes & Careers For Success & Happiness Introduction This week, I veer from our usual economic...
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Remember when millions of Chinese donned face masks for protection during the Asian SARS (Severe Acute Respiratory Syndrome) epidemic back in 2003? Now, a second, deadlier version of bird flu has just hit China. Health officials all over the world are monitoring an epidemic that could be even worse than...
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Last Friday I was in Sonoma, California, for Mike Shedlock’s investment conference. The weather was grey and gloomy, but the conversation was animated and bright. I was fully engaged the whole day and never more than when John Hussman was speaking, commenting, or asking tough questions. John and I have...
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Are you sitting on the sidelines? If the answer is yes ... you have lots of company. I talk to a lot of investors, both professional and individual, and most of them are very worried about the direction our country is going, the state of the economy, our massive mountain of rapidly growing national debt...
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Markets got rocked early yesterday after the surprise announcement that the Mediterranean island nation of Cyprus — to secure a 10-billion-euro rescue package — would force citizens to help bail out their banks through a one-time tax on deposits. Fears of a potential bank run that could easily...
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Did you know that roughly 70% of the U.S. economy is comprised of consumer spending? That is the money that you and I spend at the grocery store, the shopping mall, at car dealerships, and at our favorite restaurants. That's a statistic investors should never forget. Another number to note is how...
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Casinos are increasingly cropping up all over the country, with states like Pennsylvania, New Jersey and Ohio looking to boost their revenues by adding, or providing more, local options for gamers. To remain far ahead of its potential new competition, Nevada is now placing its bets on a new state law...
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It may sound more like a spy novel than real life, but the White House leveled charges that Chinese government-controlled hackers are behind a slew of cyber attacks against U.S. government, media and business websites. Cyber security watchdog Mandiant claimed that it has traced recent cyber attacks to...
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Do you remember the gasps when the Japanese were snapping up some of America’s most-loved landmark properties during the 1980s? Back then, the business news often included a segment about the Japanese snapping up American icons, like Pebble Beach, Columbia Pictures or Rockefeller Center. If the news...
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I am a very lucky man. I have four beautiful, intelligent, healthy children; a brother and sister who are my best friends in the world; excellent health and a job I love. My job, in turn, lets me do two things that I absolutely love: · Research, investigate, and uncover great investment opportunities...
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A year ago, Dr. Gary Shilling published the influential book The Age of Deleveraging , which followed his earlier work, Deflation (1998); and in today’s Outside the Box he updates us on his thinking. Deleveraging of the financial and household sectors has created a terrific macroeconomic undertow...
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The Fiscal Cliff deal may be (mostly) behind us, but its effects are working their way into our economy. Not only are stocks up nicely , but there's some spending in store that's designed to stimulate our economy: infrastructure spending. From roads and bridges and railways that we rely on to...
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Investors are pouring a mountain of money into the stock market this year. After our dysfunctional politicians in Washington, D.C., forged a Fiscal Cliff agreement that both sides seem to hate, the stock market shot up and has been on a roll ever since. If you’ve bought a bunch of new stocks, funds...
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You may think of New York City-based Citigroup (C) as an American company. But I’ve traveled the world extensively, and I can say that I have yet to set foot in a country that does NOT have a Citibank branch. Citi truly is a worldwide enterprise, with 200 million customers in 160 countries. This global...