Below is my updated thesis as of the beginning of 2011. The main points are in order of importance (ie the factors that lead the development of my thesis). For example, I believe that at the present time, the most important factor for the US economy currently stands in what direction our government is taking to address important economic issues, therefore this topic is first. The global economy is the second most important factor towards shaping the trajectory of the US economy (hence it’s second on the list)… and so on. View full article »
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My Daily Reads
Latest Ruminations
- Photo: (Wednesday Update: Greece’s anti-bailout SYRIZA leftists lead in poll— Chicago Tribune) tmblr.co/ZYU1HyLdJ1h7 1 hour ago
- Photo: The more-vigorous pace of policy easing is pushing Chinese stocks into a bull market, Morgan Stanley... tmblr.co/ZYU1HyLdGFVu 1 hour ago
- J.P. Morgan loss to rise at least 50%: report - MarketWatch tmblr.co/ZYU1HyLdDyjm 1 hour ago
- Japan’s Economy Grows More-Than-Estimated 4.1% on Quake Work - Bloomberg - Japan and Singapore beat... tmblr.co/ZYU1HyLcoJgi 3 hours ago
- Photo: (via Several on FOMC Said Easing May Be Needed on Faltering - Bloomberg) tmblr.co/ZYU1HyLcX0y6 4 hours ago
- Photo: While the anti-bailout SYRIZA party appears to be gaining support, the results of the election are... tmblr.co/ZYU1HyLaycv0 12 hours ago
- Photo: (via The Head Of The Bank Of England Warns Of ‘Major Problems Ahead’ In The Eurozone - Business... tmblr.co/ZYU1HyLayGgP 12 hours ago
- Building of new U.S. homes rises in April - Economic Report - MarketWatch tmblr.co/ZYU1HyLaxYfC 12 hours ago
- Industrial output rebounds strongly in April - Economic Report - MarketWatch - Manufacturing continues to... tmblr.co/ZYU1HyLax5H6 12 hours ago
- Photoset: tmblr.co/ZYU1HyLav7dt 12 hours ago
My Focus
bear bull China confidence consumer consumption credit Democrats dollar economy emerging markets end-demand equities euro europe eurozone finance financial markets fiscal stimulus Germany global economy Global Trade government government policy housing industrial production Inflation interest rates jobs manufacturing monetary policy Obama outlook politics Q1 2011 QE RCS Investments Republicans S&P 500 service industry stocks treasuries u.s. economy unrest What if

