Jerome Powell isn’t Paul Volker, and this isn’t 1982. As of late, market analysts are stumbling all over themselves, trying… Read More
In the July 26 Financial Times article entitled “Is the Dollar about to Take a Turn?,” Barry Eichengreen writes that the US… Read More
Shifting debt doesn't solve problems says Michael Pettis. Someone has to take the loss. With a major property bust underway,… Read More
Japanese manga publisher Shueisha has launched new legal action in the United States as a prelude to filing lawsuits against… Read More
The housing slump accelerates with another 5.9 percent decline in July, down 20.2 percent from a year ago, and 25.9%… Read More
Back in December, I wrote, “Considering the fact that the majority of investors are still betting on a transitory outcome, there… Read More
The cost of building a home has not fallen much even though raw lumber is down 65 percent from the… Read More
Long-term returns are unsustainable. I realize that is a bold statement that flies in the face of mainstream analysis. How… Read More
Quality supply chain management is all about getting the right product/goods delivered at the right place and time—all while using… Read More
As expected, the Consumer Price index cooled a bit thanks to falling gasoline prices. The question is will this give… Read More
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