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ECRI’s Achuthan ‘Recession Has Started’
Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, spoke with Bloomberg Television’s Tom Keene today and said that, “What we said back in December was that the most likely start...
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VPG CEO Calls for an End to Buy America Waiver
Vehicle Production Group (VPG) CEO Fred Drasner spoke with FOX Business Network’s (FBN) Stuart Varney about the “Buy America” waiver and why the government is buying wheelchair accessible vans from...
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Mitt Romney vs Barack Obama Town-Hall Presidential 2012 Debate [LIVE]
Mitt Romney and Barack Obama are debating tonight having a Town-Hall style event. We will be providing live coverage of the event, expected to begin at 9:00PM EST and last until 10:30PM EST. The forum...
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Applying John Maynard Keynes to Bottom up Investing
By Elliot Turner, JD of compoundingmyinterests Recently, both Bloomberg and the Wall Street Journal ran pieces that highlighting the investment successes of John Maynard Keynes. Both emphasize how...
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Jean-Marie Eveillard 80 Minute Interview On Value Investing [VIDEO]
Jean-Marie Eveillard, Senior Adviser, First Eagle Funds sits down for a lengthy interview with The Manual of Ideas. The interview lasts over one hour and twenty minutes. Jean-Marie Eveillard, the...
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Bloomberg Hedge Fund Summit 2012: Allan Meltzer Vs. Larry Meyer
Bloomberg Hedge Fund Summit 2012: next up, Allan Meltzer, The Allan H. Meltzer University Professor of Political Economy, Tepper School of Business, Carnegie Mellon University and former Fed Governor,...
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Robert Wolf, CEO of President Obama’s Job Council on Housing
Robert Wolf, founder and CEO of 32 Advisors and former member of President Obama’s Job Council, in an interview to appear tonight on FOX Business Network’s (FBN) Cavuto (8PM/ET) discusses the...
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Wilbur Ross: Economy is a Mixed Bag
Wilbur Ross was recently on BNN for a lengthy interview. Ross talked about a wide variety of topics, starting with the US economic recovery. Wilbur is bullish and has stated in the past that the shale...
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Krugman, Cowen, Sumner Get it Wrong on on Wicksell
I found this discussion online via Tyler Cowan’s excellent blog “Marginal Revolution”. I sent it to our “Davidson” since he has written the most I have seen on it to date. His response is at the end…....
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Christine Lagarde ‘desperately optimistic’ on Global Economy [VIDEO]
Christine Lagarde, IMF managing director told Bloomberg TV‘s Sara Eisen on “Market Makers” today that the ECB has done “an awful lot” to stabilize the Europe’s economy and that, “for the last couple...
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Bloomberg Washington Summit: UPS Versus USPS
Economics CFO of United Parcel Service, Inc. (NYSE:UPS) talked about two scenarios for rises in interest rates: good: improvement in productivity, bad: stagflation. Senator Ben Cardin said “We know...
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Salt Conference 2013 Las Vegas
Salt Conference 2013 Las Vegas Coverage brought to you by ValueWalk. Salt Conference 2013 Las Vegas Coverage The Salt Conference Las Vegas kicked off Tuesday night the 7th of May. It featured a ‘VIP...
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Tesla Motors Inc (TSLA) CEO Might Be A Real Life Tony Stark
Joshua M Brown over at the Reformed Broker drew some interesting parallels between Iron Man alter ego Tony Stark and Tesla Motors Inc (NASDAQ:TSLA) CEO Elon Musk in an infographic today. There...
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Charles Brandes: Market Taught Me To Ignore It Mostly
Volatility, they say, is a friend of value investors. But the crisis of 2008 proved to be an exception to the rule. Take the case of Charles Brandes, the 70-year-old founder of Brandes Investment...
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Auto Sales, Housing Starts Add Further Evidence of Strong Recovery
None of the employment news we heard this week should be a surprise to anyone. Auto sales, housing starts and HWOL levels have indicated nothing but higher employment readings for some time now....
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The Boom and Bust Cycle is Here to Stay: Get Used to it
Crashes are the result of a shift from a positive self-reinforcing cycle to a negative self-reinforcing cycle. Cycles in business and investment tend to be self-reinforcing. That is true because most...
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Koo: US, UK Identical to Japan in 1997, But Only One Avoiding Mistakes
Richard Koo of Nomura is out with his latest note. The famed economist, who authored Balance Sheet Recession: Japan’s Struggle with Uncharted Economics and its Global Implications, and The Holy Grail...
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U.S. Economic Radar: GDP, PMI, SSS, M2 and More
Recap of this week’s U.S. economic events: The second estimate of GDP growth in Q2 was +2.5% from the advance estimate of +1.7%. Real disposable personal income and expenditures were little changed in...
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Finding The Next Big Thing With Unit Economics
Most analysts look at company-wide financials and industry trends when looking for value on the market, but unit economic analysis is a powerful tool for predicting a company’s growth potential, and...
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Robert Shiller: Accurate Predictions Of A Genius Economist
Robert Shiller won the coveted 2013 Nobel Prize for Economics along with two other economists, Eugene Fama and Lars Peter Hansen. The three won the award for developing new methods to analyze asset...
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