Resources

Age Structure & the Democratic Future

April 24, 2012

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Will the U.S. Cease to be a Middle-Class Country? Technology, Demographics, and the Coming Political Storm

April 24, 2012

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Economic Outlook: Cyclical Recovery, Structural Challenges

April 18, 2012

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House Prices: Are the Declines Finally Over?

April 18, 2012

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Housing: What’s Next?

April 18, 2012

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Housing: What’s Next?

April 18, 2012

Video of Conference held on April 18th at the New College of Florida.

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Sell in May?

April 16, 2012

The old adage “Sell in May and go away” was good guidance for stock markets last year. The market peaked on April 29 and bottomed on October 3. For a detailed discussion of this period and the subsequent bull-market recovery, see our new book From Bear to Bull with ETFs. The eBook (ten bucks) is now available on Amazon.com. Paperbacks by month end and other channels of distribution like iBook and Nook are coming. Please note that profits from this book will be donated to the Global Interdependence Center.

History shows that ‘Sell in May and go away’ has applied when the Federal Reserve was in a tightened mode during the six-month span from May to November. If the Fed was actively raising interest rates, withdrawing or constricting credit, imposing additional reserve requirements, or taking an action that was of a tightening mode, stock markets were usually punished in that six-month period.

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Re-Examining Central Bank Orthodoxy for Un-Orthodox Times Session I

March 27, 2012

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Re-Examining Central Bank Orthodoxy for Un-Orthodox Times Session II

March 27, 2012

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Re-Examining Central Bank Orthodoxy for Un-Orthodox Times Keynote Speech

March 27, 2012

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