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Monthly Archives: November 2010

How My Views Differ From:

Keynesians Bernanke and the Monetarists Free Traders The Libertarians The Tea Party The Democrats The Republicans The Bulls/the optimists The Bears/the pessimists China Bulls China’s

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The Future: What Must Be Done

Understanding our starting point: the brink of disaster. The life raft analogy. What caused the Great Depression? Policy Options Cut government spending now Maintain current

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Investment Implications

What is Quantitative Easing? The most probable outcome A diversified portfolio Cash Flow: Make something and sell it. 2 – Why is audience important for

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