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Archive for the ‘fiscal policy’ Category

FPA’s Bob Rodriguez Has a Message for Washington

Posted by Larry Doyle on May 17th, 2012 8:05 AM |

First Pacific Advisor’s Bob Rodriguez is a renowned money manager. I hold him in the highest regard.

The only issue I have in regard to Mr. Rodriguez is that he is not in Washington managing our nation’s fiscal policy.

The simple fact is Rodriguez knows of what he talks and relates it in language that is foreign to most politicians, that is, plain English.

With the ongoing budget fiasco, debt ceiling, and accompanying fiscal cliff on our horizon at year end, recent comments by Rodriguez should ring long, loud, and clear throughout Washington.¬† (more…)

Financial Repression Kicks the Can and Our Butt

Posted by Larry Doyle on March 21st, 2012 8:36 AM |

More and more we see central bankers around the world — but especially here at home and within the EU — engaged in financial repression as THE means to solve our economic woes.

What is financial repression?

A term that describes measures by which governments channel funds to themselves as a form of debt reduction. This concept was introduced in 1973 by Stanford economists Edward S. Shaw and Ronald I. McKinnon. Financial repression can include such measures as directed lending to the government, caps on interest rates, regulation of capital movement between countries and a tighter association between government and banks.

What are the challenges faced by investors in an era of financial repression? (more…)

Let’s Listen to The Economist’s Zanny Minton Beddoes

Posted by Larry Doyle on October 19th, 2009 4:04 PM |

I always appreciate meeting, literally and figuratively, new people along our global economic landscape. Today I meet Zanny Minton Beddoes, editor of The Economist. Ms. Beddoes provides clear insights and perspectives on the challenges before us as we collectively navigate the economic landscape. The greatest challenge before the ‘wizards in Washington’ is when and how to exit the massive fiscal and monetary supports currently utilized to prop the economy and markets.

I hope you find Ms. Beddoes’ comments helpful in framing this critical question. I did.

LD






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