This week we will look at what will be a fairly controversial essay by good friend Michael Lewitt of HCM. In light of today's speech by Treasury Secretary Henry Paulson of the re-organization of the regulatory system in the US, Michael suggest we look at what the real problems are before we begin...
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Stock Prices Plunge In The Perfect Storm IN THIS ISSUE: 1. Stocks Make New Record Highs, Then Plummet 2. Forget The Cheese, Just Let Me Out Of The Trap! 3. Unwinding The "Yen Carry Trade" 4. Fed & Central Banks To The Rescue 5. So What Next? - BCA's Latest Analysis 6. Conclusions -...
Introduction This week we will venture into the always hazardous area of making my semi-annual forecast. I make some non-consensus projections as to the economic climate for the next six months, and of course look at Fed policy. We will also quickly review my beginning of the year (2006) forecast and...