Economic Analysis

Economic and financial commentary by Truman Factor’s staff and contributing analysts.

The Bilderberg conspiracy unmasked

The Bilderberg conspiracy unmasked

The reason that there is no vast conspiracy is because "They" don’t need one.…

EU: Politics Financialized, Economies Privatized

EU: Politics Financialized, Economies Privatized

"Saving the euro" is a euphemism for governments saving the financial class – and with it a debt dynamic that is nearing its end regardless of what they do.…

How financial oligarchy replaces democracy

How financial oligarchy replaces democracy

The Greeks gathering in Syntagma Square seem to need no culture shock to reject their Socialist government's cave-in to European bankers. It looks like they may follow Iceland in leading the ideological pendulum back toward a classical awareness that in practice, this rhetoric turns out to be a junk economics favorable to banks and global creditors.…

Slow pace of bank failures holding back recovery

Slow pace of bank failures holding back recovery

While I am not an advocate of more government intervention, quicker FDIC action and a similar RTC solution would go a long way to speeding up a recovery.…

After the dollar: what comes next?

After the dollar: what comes next?

I'm seeing signs that the world is moving back to gold at a breakneck speed.…

Poor People Control 61 percent of World’s Wealth

Poor People Control 61 percent of World’s Wealth

History has shown that the freer the economy, the more widely wealth is distributed.…

Bernanke Will Be Forced To Do QE3

Bernanke Will Be Forced To Do QE3

I don’t believe the Fed will play "chicken" during an election year, and when things turn ugly they will announce QE3 and that will kick the can down the inflationary road.…

Who Owns Our Sovereign Debt?

Who Owns Our Sovereign Debt?

The real significance of having 47% of buyers from foreign countries buying U.S. debt is that they may require better returns which makes it more difficult to sell U.S. debt.…

The “New” Wall Street Risk Management Strategy

The “New” Wall Street Risk Management Strategy

The more things change, the more they remain the same. And that means they will do the same things all over again.…

Message From The Land Of Conventional Wisdom 2.1

Message From The Land Of Conventional Wisdom 2.1

Letter from the Milken Global Conference…

Message From The Land Of Conventional Wisdom 1.0

Message From The Land Of Conventional Wisdom 1.0

Letter from the Milken Global Conference…

Case And Shiller On Housing

Case And Shiller On Housing

All attempts by the government to forestall this decline have failed, and prices continue to slide.…

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