- In Davos, questioning the wine and the art – Felix Salmon and Dan Arieli
- World market valuation heat map – Seeking Delta
- Big mac inflation versus official inflation rates – The Economist’s Daily Chart
- Super Bowl Indicator: The Secret History – Jason Zweig, WSJ
- John Paulson racks up a second epic gain – Greg Zuckerman, WSJ
AUTHOR
Mick Weinstein
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Undervalued Opportunities portfolio manager Eric Steiman on why he likes gold.
The recent blockbuster jobs report has also created a narrative that perhaps the Fed can achieve the ever- elusive ‘soft landing.’ However, as I write this blog post, the consensus is still projecting negative GDP to show up in the second and third quarters of this year.
Nearly five years have passed since the U.S. economy started its post-crisis recovery.
The viral crisis and stimulus spending point to longer-term trends