Economic Policy
Investors Should Beware of Tepid U.S. Money Supply Growth
Investors would be wise to take notice that the U.S. money supply (M2) is growing only at a...
Anti-Business Government Policies Hurt Investors, Trump Warns
Investors are harmed by anti-business government policies such as “Obamacare” that create uncertainty about the cost and effect...
We Are Headed off of a Fiscal Cliff — Milken Conference Report
I spent this week in Beverly Hills attending the famous Milken Institute Global Conference, hosted by Michael Milken,...
The Road to Morocco Leads to Investing Ideas for the Emerging Markets
I just returned from a trip to Morocco for the first time where I met fellow economists and...
George W. Bush, The Comeback Kid
Yesterday, I went to the New York Historical Society in downtown New York, where Amity Shlaes organized the...
Fed is Right Not to Launch Quantitative Easing Part III
The markets reacted the wrong way yesterday by pulling back when the minutes from the last Federal Reserve...
Easy-Money Policies and Massive Federal Deficits Complicate Investing
After dipping last week, stocks are back up after Fed Chairman Ben Bernanke announced that the Fed would...
Alert! Rates Rise Sharply Here’s What it Means…
Last week, something happened in the bond market -- rates rose sharply across the board for the first...