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grandpa is killing us
An unsurprising bit of news broke this past week–some highly respected experts screwed up. A few years back economists Kenneth Rogoff and Carmen Reinhart claimed that countries with high debt loads...
View Articlea bankruptcy of ideas
When I’m scouting dead-companies-walking, I look for a number of factors. Businesses fail for all sorts of reasons, after all. But there are almost always two main symptoms of a company in terminal...
View Articlevaleant: worse than herbalife?
I’ve always been intrigued by how seemingly small events can trigger sudden downturns in overvalued market sectors. In March of 2000, a Barron’s cover story did more than anything to accelerate the...
View Articleit’s (still) the economy, stupid
On Monday night, more than eighty million Americans watched our two candidates for president argue more about missing tax returns, deleted emails, and a former beauty queen than the issue that matters...
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