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Category Archives: Economic theory
Lenore joins Judge Napolitano to discuss Insider Trading and Federal Subsidy Programs
Like many things in life, the issue of insider trading is very complex with many shades of gray. Even at Meritas Advisors opinions differ. Our Chief Operating Officer, Michael Mink, believes that incarceration is appropriate while I do not. Here … Continue reading
Posted in Economic theory, Eurozone, Financial Crisis
Tagged Federal Subsidies, Freedom Watch, Insider Trading, Lenore Hawkins, Napolitano
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Understanding the Eurozone
To understand what is happening in Europe, one needs to first appreciate the context, the raison d’être for the Euro itself. One of the primary goals of the Euro was to prevent the kind of recurring conflicts that spawned two … Continue reading
The lunacy of the debt ceiling rhetoric and more!
On July 19th, Lenore Hawkins joined Jonas Max Ferris of MaxFunds.com and Jonathan Hoenig on the Fox All Star Team for the Cavuto Show to discuss the debt ceiling, Apple and Yahoo earnings, lack of job loss in federal workers, … Continue reading
Posted in Economic theory, Investing, National Debt, Taxes
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Appearance on Fox Bulls and Bears
I had the great fortune to be on Fox Bulls and Bears today to discuss our cautious view of the first quarter earnings estimates and the economic headwinds in the coming quarters. Watch the latest video at video.foxbusiness.com
Posted in Economic theory, Investing
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The Lunacy of Predictive Probabilities
This weekend as I worked my way through my usual stack of market and economic reading, I was amazed at the proliferation of predictive probabilities concerning a double dip. (Did I just open this post with an alliteration that goofy? … Continue reading
Posted in Economic theory, Investing
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Schools of Economic Thought
To be able to invest successfully, one must understand the major schools of economic thought and how they impact national and global economies.
I like to break economic theory down into seven main schools of thought: fascism, neoclassical economics, socialism, Keynesianism, monetarism, Austrianism and supply-side. Economic theory is really just a set of beliefs concerning individual and group behavior. The following is a very high level overview of these different schools of thought. Keep in mind as you read these that since the study of economics is a “soft science” these theories don’t have perfectly clear definitions with uniform consensus and tend to evolve over time. They are a bit like religion, where for example Lutheran, Episcopalian, Protestant, and Catholic all are variations of Christianity. Since we aren’t talking about something objective like E=MC2, these definition are of course subject to my interpretation. Continue reading
Posted in Economic theory
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