I was on BNN (a Canadian version of CNBC) today (click here to watch), discussed American Express (AXP). Why it is a good company, but a fairly valued (at best) stock.
Related Articles
U.S. Must “Man Up and Take the Pain” or We’ll Become Japan
"Lower taxes and borrow money to finance it," pretty much sounds like U.S. fiscal policy during the Bush years.
QE2 Is Not Only a Mistake, “It’s Criminal”
The failure of QE2 doesn't worry me. It's the success that worries me. I think it's criminal.
Shadow over Asia
I had the pleasure of presenting my thesis on China and Japan at the Casey Research Summit in San Diego in early October.
China: the coming costs of a superbubble
China may seem to have defied the recession and the laws of economics. It hasn't. When China's bubble bursts, the global impact will be severe, spiking US interest rates.
0 comments