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Commentary

Credit Bubble Bulletin

by Doug Noland | Aug 20

Let's Change the Debate

The market clamors for additional stimulus, and the government finance Bubble moves into overdrive. 

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  • So Much for the Exit Strategy
  • 2010 vs. 2007
  • Quantitative Easing Two

Guest Commentary

by John Browne | Aug 25

Take Your Pick: Sinking U.S. or Soaring BRIC

Significant BRIC growth has been achieved not with government subsidies, but with organic market demand fueling legitimately productive enterprise.

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  • Happy Birthday, Social Security?
  • Why Jobs Have Gone AWOL
  • Don't Lose Sleep over Deflation

The Bear's Lair

by Martin Hutchinson | Aug 30

Combining the Worst of Two Downturns

The United States could suffer a prolonged period of pathologically high unemployment combined with vicious and unrelenting inflation.

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  • Populist Before It Was Capitalist
  • The Capital-Scarce World to Come
  • The Peril of False Bottoms

Featured Commentary

by Satyajit Das | Aug 31

Swap Tango

The complexity of the issues means that ultimately no laws governing derivatives may be truly effective, validating a Marxist (Groucho's) proposition.

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  • Euro-Zone Sovereign Defaults, Bank Solvency and Policy Rifts: a Temporary Respite
  • Nowhere to Run, Nowhere to Hide!
  • Two Decades of Greed – The Unraveling

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  • Credit Bubble Bulletin
  • The Bear's Lair
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