An Intuitive Assessment of Egypt

The unfolding revolution in Egypt is a perfect situation for using intuition to assess a situation.  There are so many facts to assess, yet none of them tell you in advance what is going to actually happen.   Tuning into the cosmic radio station (as I refer to it in my book, The Intuitive Investor) here is what I find happening in Egypt:   Order is finally present.  While there are...
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Speaking the truth in order to lie

You may know that there is an annual political, economic and business confab of elites that takes place each year in Davos, Switzerland.  The World Economic Forum is a place for powerful people to coordinate actions on a global scale.  And to shape public perception of issues.   At this year’s conference, Gary Cohn, president of Goldman Sachs has called on more regulation of the hedge...
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Anecdotal Ways of Tracking the Economy

Evidence of the health of an economy abounds in both good times and bad.  The evidence is often laying in plain sight just waiting for someone to notice it, and much more importantly, to understand it.  Let me share with you two of my favorite ways of telling whether or not the U.S. economy is doing well.   1.  The number of pages in magazines and catalogs.   When the economy is...
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Policy Confusion in China

My favorite source for geopolitical news and analysis, Stratfor, carried a story yesterday about the mixed signals coming from economic policy makers in China.   Specifically, there seems to be an internal debate as to how to cool down the Chinese economy without throwing it into recession.   As I have covered on the blog before, the Chinese government has raised bank reserve...
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Fourth Quarter 2010 U.S. GDP

The U.S. Commerce Department reported this morning that gross domestic product (GDP) expanded 3.2% in the fourth quarter of 2010.  This result compares to an expected figure of 3.5% growth by a consensus of economists.   Analysis: I consider this result to be positive.  In the first quarter of 2010 GDP grew by 3.7% but most of that growth was from businesses investing in inventories in...
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Financial Crisis Inquiry Commission Story Disappears

Earlier this morning I wrote a blog piece about the results of a comprehensive Federal inquiry into the causes and fault of the Great Recession.  I based this post on stories carried by both the New York Times and Financial Times on Wednesday.  Interestingly, both newspapers’ stories have dropped off of their websites, but their coverage of the upcoming Oscars has not.  Hmmm.   One of...
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The Great Recession Was Avoidable

Those of you who have read my book The Intuitive Investor: A Radical Guide for Manifesting Wealth know that I retired from my position as co-portfolio manager of the Davis Appreciation & Income Fund after a meditation I had in New York City on October 21, 2004 in which I could see quite clearly that there was going to be a financial crisis of gigantic proportion.   Now the Financial...
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