Mohammed El-Arian, the Co-CIO of PIMCO Funds, often makes the analogy that investing in the post-Lehman world is like riding in car over a bumpy road to an unknown destination. After rebounding in 2009, stocks have posted healthy gains but have…
Just a quick note to keep you informed on what All Star Financial is thinking about the world we live in these days. Actually let"s take the last 10 business days in review: The United States lost its AAA rating.…
The debate is raging among policy makers, economists, and even among members of the Federal Reserve, about whether more stimulus is needed to boost the U.S. economy or whether policymakers should begin focusing on government debt reduction. Olivier Blanchard, chief…
Consumer expectations for inflation have risen in June, causing some investors and policymakers to begin worrying about inflation again. Inflation expectations have risen to 3.1%, the highest level since last fall. We continue to think these inflation concerns are premature while…