All posts tagged "government spending"

  • Dow Over 38,000 By 2025

    Jeffrey A. Hirsch & Christopher Mistal of the Stock Traders Almanac have penned an attention getting piece entitled, “Next Super Boom — Dow 38820 By 2025 — Stocks Catch Up With Inflation, But First Inflation Catches Up...

    • Posted October 1, 2010
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  • TIPS Yields Are Really Low

    Paul Krugman points out that yields on inflation-protected treasuries are extremely low. According to his chart, the real yield on the 5 year version is now negative, which means investors are willing to take less than the...

    • Posted August 13, 2010
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  • Emerging Markets Relatively Cheap and Austere

    Prieur du Plessis, at Minyanville, contrasts the public debt/GDP ratios of supposedly mature (or developed) and several large emerging markets countries. The emerging markets appear to be more “mature” given the fact that they’ve kept a lid...

    • Posted July 20, 2010
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  • Debt Growth is Out of Control Worldwide

    Daniel Fisher at has penned a very interesting article on the worldwide predicament exacerbated by the Great Recession. The growth in debt has been stunning in recent years and it promises to cause major headaches around...

    • Posted January 22, 2010
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  • David Swensen: Treasury Inflation- Protected Securities “should be in every investor’s portfolio"

    Yale University’s endowment manager, David Swensen, believes that massive government spending will likely result in increased inflationary pressures. In his view, TIPs should outperform most other investments in this environment. Source: ***

    • Posted May 25, 2009
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  • Jeremy Grantham Sees the S&P 500 Between 1,000 and 1,100 By Year-end

    Jeremy Grantham published his latest commentary and made some interesting observations including a view that this bear market may not reach the same levels of undervaluation as previous bad bears. The main reason for this would be...

    • Posted May 9, 2009
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  • Jim Rogers, "I don’t think we’ve seen THE bottom"

    Jim Rogers was recently interviewed by Tim Morrison of Time magazine. Rogers expanded on some of his recent rants regarding the government’s attempts to borrow and spend our way out of the recession. Source:,8599,1894294,00.html ***

    • Posted May 4, 2009
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  • Martin Feldstein, "We will be lucky if by this time next year we will have seen the economy hit the bottom"

    Harvard University professor and economist Martin Feldstein, a fiscal conservative, reluctantly favors significant government spending to deal with the worst economic downturn he has seen in his career. Source: ***

    • Posted January 3, 2009
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