Archives | Month: April 2014

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The Cost Of Code Red

This article has astonishing insight on current thinking at the higest level of central bank policy discussion. Very clearly there is growing awareness that over the last 5 years their policies have not provided anything close to a durable economic resolution and now...

Federal Reserve Playbook

The Federal Reserve now has a very difficult hand to play. This video does a great job of describing the set of issues that will shape its decisions:

The Permanent Recession

Since 2000 we have been stuck in a "permanent recession". Over this period economic policy and financial engineering have merely masked this reality. Unfortunately, all they have achieved has been to reinforce the "permanent recession". This will continue until the...

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