Monthly Archives: October 2014

Politics Uber Economics: Europe’s “War Between the States”

Today’s Wall Street Journal carries an article by Princeton economist Alan S. Blinder titled “Enough With European Austerity, Bring on the Stimulus.” The Financial Times carries similar columns every day of the week and two or three times in the … Continue reading

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Cuomo and de Blasio Must Be Reading My Blog

A couple of days ago I suggested the Obama administration should provide some positive incentives for doctors and nurses to help out in West Africa, in order to get beyond the ideological stalemate over quarantines.  I recommended they be paid … Continue reading

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Outbreak! – Lessons from London (1665) & Philadelphia (1793)

We are not hearing much about the horrific tribulations of the folks in West Africa, but we can start to appreciate their suffering by considering Philadelphia’s yellow fever epidemic of 1793. With a population of about 45,000, it was America’s … Continue reading

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FT: Obamanomics Failed, but Don’t Blame Obama

In a Financial Times column titled “The riddle of black America’s rising woes,” Edward Luce spins a convoluted alibi to absolve Barack Obama of his egregious policy failures. He may have been President for the past six years, and Democrats … Continue reading

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Q3 Earnings: Off to a Strong Start

Based on results so far, I believe investors will conclude in mid November that third quarter profits were fairly good and better than feared. The big exception, which will surprise no one, is the energy sector, which will weigh on … Continue reading

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Seven Stock Picking Themes

I have argued that investors should “create their own conglomerate” of high quality companies, mostly growth companies that pay dividends, and own them for long periods of time. I know this sounds like just another dumb investment platitude. Now we … Continue reading

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Global Plague (Not Ebola – Econo-Imbecility)

Stock market jitters are not surprising. I have been shamelessly straddling the equity fence, saying rising earnings and low rates would enable stocks to “grind higher” but nevertheless the “risk of a correction” is high due to excessive complacency. Investors … Continue reading

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