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Japan


George Friedman Guides Investors through Geopolitics
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George Friedman, founder and chairman of Geopolitical Futures, is acknowledged as one of the world’s most able guides of both political science and geopolitics.

Economic Activism: Europe’s Struggles with Monetary and Fiscal Policy
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When monetary policy is activist and fiscal policy is gridlocked, overturning decades of precedent, how can investment professionals adapt?

Shallow Investment Pitches Lead to Strikeouts

Book value may not be valuable. Changes in reported earnings per share is not growth. How can we use that insight to select funds?

I am focusing today on the kinds of “elevator comments” that one hears in the lift… READ MORE ›

Inflation, the Oldest and Most Powerful Force in the Galaxy

We may believe that inflation is a relatively new phenomenon, one from the time of the birth of coins and currencies. But evidence just revealed this week proves that Albert Einstein was correct in suggesting that it was present in… READ MORE ›

J.P. Morgan Strategist: World More Balanced Despite Policymaker Actions, Not Because of Them
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The route to recovery in Europe is so long that there will be plenty of growth opportunities to be captured by investors along the way, says David Kelly, CFA.

Linkfest: Greek bounce; German FX policy blasted; Bubbles, bears and tribes

Today’s most shared: Greece stock market tops performance league tables… Bill Gross on taxing the 1%… US, Italy fault euro exchange rate. German beggar-thy-neighbor policy? … Bears in short supply as story stocks build tribes… READ MORE ›

Linkfest: ECB on trial in German court; Human capital; My big fat Greek woulda-shoulda-coulda

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting READ MORE ›

Linkfest: Abenomics hits bumps, Soros and pensions riding to rescue? IMF, EU trade blame over Greece

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting READ MORE ›

Linkfest: Major moves, mystery over market, macro direction; Internet trends

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting READ MORE ›

The Lesson from Japan: Western Policymakers Must Apply Sustained Fiscal Stimulus
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Nomura Research Institute Chief Economist Richard Koo challenges the widely held consensus view that austerity is the best pathway to economic recovery.