• Inspiration from the World of Sports

    One of the most successful investors in the world is Howard Marks of Oaktree Capital Management . One of the things I look forward to every quarter is the letter he writes to his clients – it goes right to the top of my reading list. Not only is it always full of generally brilliant investment counsel, Howard is also a really great writer. He
  • The Gig Economy Is the New Normal

    Employers Want Gray Hair The Gig Economy Is the New Normal A Bull Market in “Help Wanted” Signs Detroit, Hong Kong, Hollywood (Florida), and the Cayman Islands An already-confusing employment environment grew even more complicated this past week. Many readers responded to my “ Crime in the Jobs Report ” letter with their own
  • The Wall

    I generally send out two letters a week. The letter that arrives in your inbox over the weekend is Thoughts from the Frontline and is written by me. The second letter, which is called Outside the Box, generally comes in the middle of the week and is an article or essay written by someone else that I think merits your time. Quite often I disagree with
  • Unhealthy, Not Wealthy, and Far from Wise

    The Changing Healthcare World Medicare Rate Shock Obamacare’s Silver Lining Everyone Pays Providers Under Pressure Medical ThunderDome How to Lower Healthcare Costs Unhealthy, Not Wealthy, and Far from Wise San Francisco, Portland, Jersey Shores, and New York “The first wealth is health.” – Ralph Waldo Emerson “Man needs
  • Blodget on Market History

    I remember the first time I walked into Henry Blodget’s new startup, Business Insider, back in 2009. Twelve fresh-faced kids were crammed into a room about the size of my bedroom, pounding away on laptops, creating a new destination website. He took me over to a corner; we sat down in front of a few cameras; and he began shooting question after
  • Recession Watch

    Recession Watch Earnings Recession Is GDP Flatlining? High-Yield – Rising Defaults Reverse Deleveraging Who Are These Reckless Borrowers? Working Out of Debt San Francisco, Portland, New York, and Birthdays “Growth is never by mere chance; it is the result of forces working together.” – J.C. Penney “Strength and growth
  • Balloons in Search of Needles

    Not Niagara Falls Yet Speaking of Bubbles Balloons in Search of Needles German Engineering Goes Too Far Shale Field Storm Warning Euro Crackup Muddling sans Drama Detroit, Toronto, San Francisco, Portland, and New York I love waterfalls. I’ve seen some of the world’s best, and they always have an impact. The big ones leave me awestruck at
  • Germany’s Immigration Challenge

    This immigration crisis in Europe is a big deal, and it’s a bigger deal for Germany than for any other European country. Germany is directly in the firing line, both geographically and in terms of how many of the migrants want to settle there. Nearly 40% of migrants choose Germany as their preferred final destination, while the only other nation
  • Merkel Opens the Gates

    The Fed Punts Again The Demographic Realities of the European Immigration Crisis A New East-West Rift Merkel Has a Plan Newfound Sympathy Detroit, Toronto, NYC?, and Coconut Grove “The European Project has very little economic and political capital left to defend it if anything goes wrong now. As Mr Juncker says, the bell tolls.” –
  • Weapons of Economic Misdirection

    Weapons of Economic Misdirection Hayek Versus Keynes GDP: A Brief But Affectionate History Will the Real GDP Please Stand Up? GDP Is a Political Construction Rhode Island and Toronto “Measurement theory shows that strong assumptions are required for certain statistics to provide meaningful information about reality. Measurement theory encourages
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