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There’s been no shortage of criticism of “Helicopter” Ben Bernanke’s aggressive quantitative easing policies. But you have to hand it to the man. He’s nothing if not determined. Against all odds and...
View Article2014 outlook: safe as houses
Once again, I must apologize for the lack of blog updates recently. I’ve been on the road visiting company managements almost continuously for the past several months–first booming Texas, then booming...
View Articletalking about how we talk about the wall street bailouts
Recently, I was subjected to the unpleasant experience of watching the press fawn over a bunch of self-satisfied celebrities who contribute little or nothing to society. No, I’m not talking about the...
View Articlethe wall street-washington complex is alive and well
Apologies for the sporadic blogging of late. I’ve been travelling a fair amount and I also wrote a piece for CNBC.com on the Five Ways to Spot a Dead Company Walking. Two important and closely...
View Articlewho cares what christine lagarde thinks about interest rates?
Another week has brought yet another much-publicized call for the Federal Reserve to delay raising interest rates. Yesterday, the International Monetary Fund opined that the Fed should hold off on a...
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