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  1. Inflation Calculations, CPI vs Alternatives

    Recently, a lot of guys at my office started talking about inflation and how CPI calculations have been changed over time to no longer reflect realities for Americans. Apparently, alternative measures of inflation to reflect real cost of living is ...

    - Jul 11 2015 - 11:11am - 3 comments

  2. 3 Macroeconomic Views for the Next Decade- What Group are You In? Help Educate Me...

    So given that I trade a big chunk of my own portfolio and I'm often (stupidly) asked for stock advice, I thought it would make sense to try and tap the collective intelligence of WSO so I can at least pretend to have more conviction. I am conflicted. ...

    - Dec 13 2013 - 1:56pm - 43 comments

  3. Eurozone Unemployment Tops 12%

    My kids are on spring break for the next couple weeks and I was walking them to the park yesterday afternoon when I was suddenly surrounded by riot cops and TV cameras. Admittedly I was looking down at my phone and not paying attention, but it was ...

    - Apr 30 2013 - 7:31am - 42 comments

  4. Food Inflation is Sexy

    With food prices growing in correlation to various commodities on the rise, American companies are reacting in turn by shrinking packages while keeping prices level. Surprisingly this has not created as great an uproar as I expected amongst the citizenry ...

    - May 28 2015 - 7:16pm - 20 comments

  5. A QE "Knave and Fool" Strikes Back

    Two weeks ago, columnist Paul Krugman wrote a piece that took aim at a group who, in 2010, wrote an open letter to then Fed Chairman Ben Bernanke warning about the risks of inflation and currency debasement that could result from quantitative easing. In ...

    - Oct 16 2014 - 8:06pm - 4 comments

  6. Fed Policy Is Contractionary

    You hear it all the time, maybe even every day: the Fed's never-ending quantitative easing program led by $85 billion per month in asset purchases, will eventually cause hyperinflation. This will eventually lead to a devaluation of the dollar, ...

    - Apr 9 2013 - 6:45pm - 17 comments

  7. Normalized EBITDA: How to pay less for the same company!

    There are many different ways to determine the value of a company during an M&A transaction. Most of the time, the purchasing price is based on some sort of multiple (such as Firm Value / EBITDA). But what is a company's real EBITDA? Let's ...

    - Nov 15 2012 - 6:45pm - 18 comments

  8. If inflation goes up and noone says it does, does it make a sound?

    Simple question, based on my near certain conviction that the bears are morally right, but will be stung in the markets, since inflation will push all prices higher. However: If governments keep using the same heavily manipulated statistic, does inflation ...

    - Jun 28 2013 - 3:57am - 13 comments

  9. How the Fed Can Fix the Economy

    The recent back-and-forth between Paul Krugman and Ben Bernanke illustrates that there is no definitive answer to this issue. Krugman argues that Bernanke is unwilling to try any policies that aren't absolutely guaranteed to work. In other words, he& ...

    - Apr 26 2012 - 7:03pm - 27 comments

  10. Will Gov't Spending Cuts Crater the Economy?

    Here's an interesting discussion on austerity vs. stimulus using the UK and the U.S. for examples. The UK has opted for reduced government spending and higher taxes to get their economy back on track, and it appears to be having the opposite effect ...

    - Mar 24 2011 - 6:45am - 114 comments

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