Economic Analysis
Economic and financial commentary by Truman Factor’s staff and contributing analysts.
Why Was China Carrying Gold?
I would discourage everyone from making too much out of the Chinese gold carry trade.…
If Scotland, why not Greece?
Why an independent Scotland should get out of sterling, but Greece should not volunteer to exit the Eurozone…
Ukraine: «Go West, Young Man»
Kiev is the equivalent of Kosovo as a Slavic city-of-origin. Are we seeing a replay?…
“Clientelism is the essence of social protection” –Edmund Phelps
Interview with Edmund Phelps (2006 Nobel Prize in Economics)…
The SEC Attacks SAC Capital
Even if you think that insider trading is bad, can you really say with a straight face that it is an act of deception?…
From Newton to Bohr, Kasparov to Big Blue & from Keynes to No One
Too much faith is being placed in untested economic theories that may or may not work, or may or may not even be correct…
Gold: Hold It or Fold it?
The longer you wait to cash out of the US dollar, the less you're going to get for your winnings…
Sovereign Shares
It seems clear that the likely outcome is a systemic default on systemic debt in real terms so that nominal defaults can be avoided…
The Taper That Wasn’t
The Fed is stalling for time and hoping that the economy will inexplicably roar back to life…
