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  • The Economic Singularity

    I fully intended to write today about a recently released academic paper that illustrates nearly every bad idea currently being bandied about in the field of economics. The insidious part is that the paper is considered mainstream and noncontroversial. Simply reading it required me to up my blood pressure medicine dosage. It is going to take me a little longer to finish that letter, and I realized that it needs a certain setup – one that coauthor Jonathan Tepper and I conveniently wrote a few months ago and included in the book Code Red.

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  • A Graphic Presentation

    The US employment numbers came out this morning, and they were disappointing. But disappointing does not begin to describe the situation I read about today in Europe. I have just finished up with my conference in Carlsbad, California and am getting back to the room late. I have to get up in a few hours (4 AM is rather obscene) to fly to Tulsa to see my daughter graduate from university, but wanted to drop you a note as I normally do on Friday night. But given the time and the need for some sleep, tonight I will draw your attention to the writing of a few friends and some of the more interesting charts I saw at the conference. It will be a shorter letter than usual, but we will uncover a few real nuggets; and next week I will be back to a more normal writing schedule.

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  • Are Booming Economies Good for the Markets?

    In This Issue:

    The Delusion of Crowds and the Endgame
    Let the Good Times Roll
    Are Booming Economies Good for the Markets?
    Back to 2007?
    My Strategic Investment Conference
    Don’t Miss This Speech
    Media, La Jolla, London, Malta, Milan, Zurich, and New York

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