December 27, 2012
Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read articles for the past year here. Below are another 10 that you might have missed, but I believe merit reading:
Bill Gross: Hedging Your Bet on Deflation versus Inflation
By Ben Huebscher
September 25, 2012
Will deflation or inflation prevail? The answer to that one question determines portfolio construction, according to Bill Gross, founder, managing director, and co-CIO of PIMCO.
An Attack on Paul Krugman
By Michael Edesess
May 15, 2012
A foundational principle of modern economics is that the creation of credit leads to economic growth. That precept underlies need for quantitative easing, and it is central to the question of what role monetary policy can and should play in stimulating a faster recovery from the Great Recession. It is also the subject of a debate between one of the world's most prominent economic scholars, Paul Krugman, and a feisty Australian economist, Steve Keen.
A Critique of Grantham and Gordon: the Prospects for Long-term Growth
By Larry Siegel
November 27, 2012
The vigorous global economic growth of the last two centuries is over, according to Jeremy Grantham and Robert Gordon. That prediction, if correct, has profound and worrisome implications for investors. And the short-term trend is indeed disquieting: Growth has been close to zero over the last decade in advanced countries. But the most likely outcome is that per capita GDP growth going forward will approximate its U.S. historical average of 1.8%, and it will grow faster in developing markets.
David Rosenberg – I am not a Permabear
By Robert Huebscher
May 22, 2012
While most sell-side analysts are correctly classified as permabulls, Gluskin Sheff's David Rosenberg has been branded as the opposite - a permabear. He rejects that label. He recently said he's indeed bullish - on bonds and income - and has been so for quite a while.
How Do Spending Needs Evolve During Retirement?
By Wade Pfau
March 13, 2012
Most people's spending patterns change over the course of retirement - expenses look very different at 90 than they do at 65. Yet most research on retirement withdrawal rates relies on constant inflation-adjusted withdrawals to develop a client's forward-looking budget. Such an unrealistic, one-size-fits-all approach can be disastrous if a client inadvertently retires with insufficient savings. Is there a better way?
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