November 14, 2013

Why the U.S. Economy Will Strengthen We’ve been arguing that the U.S. economy will strengthen, and in the past week we got more indicators suggesting why this will happen. We’ve Been Bullish On U.S. Stocks As readers know, it is our view that we are at the stage of the economic Read more…

October 31,2013

Bank Reform: Europe’s Slow and Steady Progress Continues When Spain’s real estate bubble burst in 2008, the country went into a recession. The country was returning to growth in 2010, just in time to be taken down by the continent’s emerging banking and sovereign debt crisis. Since then, concerns about the stability Read more…