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John Mauldin, March 4, 2015 In Thoughts from the Frontline, I am in the middle of writing a series on debt. I realized on Sunday that the second installment wasn’t ready for prime time, so I will work on it some more and send it out (hopefully) this...

By Michael Pettis In the May 10 issue of my blog I referred to a very interesting IMF paper written by Il Houng Lee, Murtaza Syed, and Liu Xueyan. The study, “China’s Path to Consumer-Based Growth: Reorienting Investment and Enhancing Efficiency”, attempts...

Good evening Ladies and Gentlemen: Here are the following closes for gold and silver today: Gold:  $1184.80 down $15.0 (comex closing time) Silver: $16.66 down 40 cents (comex closing time) In the access market 5:15 pm Gold $1186.00 Silver: $1...

Distortions and Crazy Ideas We have come across a few articles recently that discuss some of the strategies investors are using or contemplating to use as a result of the market distortions caused by current central bank policies. Readers have no doubt...

India’s foreign direct investment inflows remain robust, which could be key driver for the country’s economic growth and productivity increase over the medium term, notes Goldman Sachs. Tushar Poddar of Goldman Sachs Research in his August 17, 2015...