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CMG > Home > Third-Party Research

The Absolute Return Letter – April 2013 - 04-4-2013

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State-Wrecked: The Corruption of Capitalism in America - 04-1-2013

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By David A. Stockman, The Dow Jones and Standard & Poor’s 500 indexes reached record highs on Thursday, having completely erased the losses since the stock market’s last peak, in 2007. But instead of cheering, we should be very afraid. [...]Read More >

Ned’s Insights: Ned Davis Research Group - 03-22-2013

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John Hussman: Two Myths & A Legend - 03-15-2013

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The present market euphoria appears to be driven by two myths and a legend. Make no mistake. When investors cannot possibly think of any reason why stocks could decline, and are convinced that universally recognized factors are sufficient to drive prices perpetually higher, euphoria is the proper [...]Read More >

Druckenmiller on CNBC (video) - 03-5-2013

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Kevin Warsh, Hoover Institution; Ken Langone, Invemed Associates; Stanley Druckenmiller, former chairman & CEO, Duquesne Capital Management; and Geoffrey Canada, Harlem Children's Zone CEO, share their strategies on investing for the future. [...]Read More >

Christopher Brightman, Research Affiliates: 1%…The New Normal Growth Rate? - 03-1-2013

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1%...The New Normal Growth Rate? [...]Read More >

Hoisington Quarterly Review & Outlook “Tax Consequences: From Gain to Drain” - 02-26-2013

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Tax Consequences: From Gain to Drain [...]Read More >

Shiller PE Chart – NDR GAAP PE Chart – Money Supply and Monetary Base - 02-22-2013

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Roubini – Nations are Using QE as a Proxy for Currency Wars (Video) - 02-22-2013

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Ambrose Evans-Pritchard – Japan Mulls Foreign Bond Buys. G20 Currency Truce Shortlived. - 02-22-2013

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Jim Rickards – Currency Wars: Germany Repatriates Gold (Video) - 02-22-2013

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Investing in a Low-Growth World – Jeremy Grantham - 02-14-2013

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GMO Quarterly Letter: February 2013 [...]Read More >

Shilling on Currencies - 01-30-2013

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http://www.bloomberg.com/news/2013-01-28/dollar-thrives-in-age-of-competitive-devaluations.html [...]Read More >

A. Gary Shilling: Lower Rates Push Yield Seekers to Higher Risk - 01-30-2013

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http://www.bloomberg.com/news/2013-01-29/lower-rates-push-yield-seekers-to-higher-risk.html [...]Read More >

Peter Schiff: Inflation Propaganda Exposed - 01-30-2013

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http://www.youtube.com/watch?v=pwI3Nya5L9g [...]Read More >

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