The United States government, with its massive spending and money printing programs intended to address the current recession, together with social reform programs sponsored by the Obama administration, now runs the risk of unleashing a level of inflation not seen since World War II or the Carter years. To sop up the money being issued and […]

The global market crash of 2008 revealed basic, inherent conflicts in the regulatory and business models of commercial rating agencies on which financial and capital markets had come to depend. Like a dog chasing her tail, conflicts between multiple, uncoordinated, poorly conceived regulatory requirements, commercial interests of rating agencies, loan covenants, capital and leverage limitations, and […]

One of the sectors of the US stock market to be beaten down the most in 2008 was Real Estate Investment Trusts (REITs). Now, with the looming threat of inflation, this sector is worth a second look. REITs: A tricky business, requiring careful analysis The basic appeal of REITs in an inflationary environment is that […]