Excellent video presentation by John Hussman, analyzing mean reversion, valuation and expected returns. article

William Black’s no-nonsense simplification of the fraud that we call a financial system is both addictive in its clarity and stunningly concerning in its scale. article

This is an outstanding summary of the current state of the world economy, explained in the simplest possible terms. Jim Rickards is a current day financial Copernicus, amidst global institutions

“S&P 500 earnings have barely grown by 10 percent since late 2011, notwithstanding more than a trillion dollars of share buybacks. So there are bubbles everywhere— even the broad market

Excellent video analysis of economic policy and its consequences. https://www.youtube.com/watch?v=iZ6cwJmI7sQ&feature=youtu.be

The US stock market remains over owned, over leveraged and over valued. It is clear that most investors have not understood the enormous risk they are taking for inevitably poor

This article has astonishing insight on current thinking at the higest level of central bank policy discussion. Very clearly there is growing awareness that over the last 5 years their

Do higher stock and house prices produce higher growth as the Fed believes? If so, not much, if any. This explains the poor forecasting by the Fed and why it

The Federal Reserve now has a very difficult hand to play. This video does a great job of describing the set of issues that will shape its decisions: https://www.youtube.com/watch?v=o_Jt39TdcmM&feature=em-uploademail-ctrl