The Sizemore Investment Letter

The numbers came in last week: France is in recession again, for the third time in five years.  A triple-dip recession. Sacre bleu! There is some debate as to whether this is a double-dip or a triple-dip recession; that mini-recession in 2012 was questionable.  But there is no escaping the broader point here.  France has [...]

The New York Stock Exchange and other major U.S. markets are scheduled to reopen Wednesday after a two day hiatus—the first multi-day weather-related closure since the blizzard of 1888 and the first unscheduled closure since the September 11, 2011 terror attacks. With much of the East Coast a wreck, what should we expect when trading [...]

The post When the Market Reopens: What to Expect After Hurricane Sandy appeared first on Sizemore Insights.

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EconStories posted a second part to their Keynes vs. Hayek smackdown:

Thanks to @cameronsinclair for sending me the link.
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EconStories posted a second part to their Keynes vs. Hayek smackdown:

Thanks to @cameronsinclair for sending me the link.
Related posts:
Keynes vs. Hayek, Redux
The Ghosts of Milton Friedman and John Maynard Keynes

This is a few years old now, but it still gets a laugh out of me.

With the focus on the Fed and quantitative easing these days, it’s worth another watch.
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The Ghosts of Milton Friedman and John Maynard Keynes

The Greek election came and went without much in the way of market reaction.  It would appear that “Mr. Market” is tired of hearing about Greece and has now moved across the Mediterranean to Spain. But for all the wailing and gnashing of teeth over the country’s finances, even Spain is a relatively minor problem [...]
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By the time you read this article, Greece may or may not still be in the Eurozone.  But whether Greece is in or out, the European sovereign debt crisis will almost certainly still be raging on.  The focus of investor worry has, in any event, moved westward to Spain.  The Spanish 10-year bond yield hit [...]

Share/Bookmark I know in advance that I’ll get hate mail for writing this article, but I’m going to do it anyway.   It’s a subject important enough to justify the inevitable abuse.  You bet the wrong way on inflation, and it may cost you your nest egg. Inflation is one of those topics best not discussed [...]

Share/BookmarkIn an interview with Henry Blodget this week, Gary Shilling expained that the “Japan train wreck was accelerating.” It is easy to dismiss Shilling as just another Japan doomsayer.  They have been plenty of analysts and money managers over the past 20 years who have forecast the country’s impending collapse, and yet Japan continues to [...]

Share/BookmarkAs a wise man by the name of Yogi Berra once said, “It’s déjà vu all over again.”  This is how investors feel about Greece at the moment. 2011 was the year of risk on / risk off. Virtually all risky assets—including stocks, commodities, energy, non-Treasury debt, and non-dollar currencies—rose and fell together based primarily [...]