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

Fixed Investment

The Economy’s Weak Link

One of the reasons this business cycle recovery has been one of the weakest on record is that it hasn’t been firing on all cylinders. The weak link among the cyclical sectors of the economy has been … [Read More...]