Category Archive for "Economy" | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

JP Morgan: America’s Future = Logan’s Run

Image: Courtesy of MGM JP Morgan's Michael Cembalest gives a chilling analogy to America's future: the 1976 film Logan's Run. In the film, a world with insufficient resources maintains its equilibrium by killing everyone over the age of 30 (in the original book, the age was 21). The narrative revolves around how people are ...

Housing Market Update

From CoreLogic (via PragCap): SANTA ANA, Calif., April 7, 2011 - CoreLogic (NYSE: CLGX), a leading provider of information, analytics and business services, today released its February Home Price Index (HPI) which shows that home prices in the U.S. declined for the seventh month in a row. According to the CoreLogic HPI, national home prices, ...

John Mauldin On The Economy

John Mauldin talks about the outlook for the US economy and the federal deficit with Betty Liu on Bloomberg Television's "In the Loop." (Source: Bloomberg) John Mauldin is a renowned financial expert, a New York Times best-selling author, and a pioneering online commentator. Each week, over 1 million readers turn to Mauldin for his penetrating view on ...

China Has Already Overtaken The US

via the Economist: NEARLY three-quarters of Americans wish China would "just hurry up and overtake America already," according to a new survey by The Economist Simulation Unit, published on April 1st. Constant worrying about exactly when the superpower will fall into second place is causing anxiety throughout American society, the survey found. "Will it be 2015? ...

Is Bill Gross Playing Us?

PIMCO fund manager, Bill Gross (who manages the world's largest bond fund) most recent investment outlook is predicting a US default. Some interesting quotes: "75% of the budget is non-discretionary and entitlement based. Without attacking entitlements – Medicare, Medicaid and Social Security – we are smelling $1 trillion deficits as far as the nose can sniff. Once ...

The 14 Hottest Housing Markets In The World

From the Business Insider: The real estate situation in the United States may be ugly, but it's not like that everywhere in the world. Recent data from Knight Frank shows some markets boomed big in 2010. Not surprisingly, Asian markets like China, Hong Kong, and Singapore made the cut. But Central European stars like Poland ...