What We’re Reading 12-9-11

Bill Miller had a great run. But did his investors?, Allan Sloan, Fortune

The ‘Financial Repression’ Trap, Kevin Warsh, The Wall Street Journal

The Economic and Employment Contributions of Shale Gas in the US, IHS

Tax Rates, Inequality and the 1%, Alan Reynolds, The Wall Street Journal

How to break up a monetary union(PDF), Donovan et. al, UBS Investment Research

Absolute Certainty Is Not Scientific, Daniel B. Botkin, The Wall Street Journal

NYSE-Margin-Debt-Chart

Tiny Bubbles

Originally posted January 21, 2014. Imagine outgoing Chairman Ben Bernanke joyfully wrapping things up at the Fed while humming “tiny bubbles make me feel happy” from Don Ho’s song Tiny Bubbles. … [Read More...]

one summer

Sell in May Go Away?

You can learn a thing or two from history. For one, it happened, it’s a fact, and 2) not many people predicted it correctly. In Bill Bryson's book One Summer “America 1927” he touches on the … [Read More...]