Posts filed under “Economy”

Julian Robertson interview

  Julian Robertson predicts trouble ahead (May 2005):

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"I am more disturbed than I have ever been in my investment life."

He believes the U.S. consumer is all but exhausted (see yesterday’s comments on the same subject) , that the effort will be made to "inflate our way out."

He notes a soft landing is possible, but ala Japan, it could involve years of flat or no growth.

Hat tip:  Random Roger

Category: Economy, Investing, Real Estate

WSJ: Debate on the Fed

Category: Economy, Fixed Income/Interest Rates, Investing, Politics

Conundrum, hmmm? Boost interest rates, I must.

Category: Economy

Economy or Stock Market ?

Category: Economy, Investing, Markets

Net change in total liabilities

Category: Economy

Household Debt

Category: Economy

U.K. foreshadowing U.S. Economy

Category: Economy

All about the Yield Curve

Category: Economy, Fixed Income/Interest Rates

Median Home Price

Category: Economy, Real Estate

The Soft Prejudice of Low Expectations: The Federal Deficit

Category: Economy, Politics