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April 2, 2009

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    Economic reports on jobs, manufacturing and the consumer could be what trips up stocks in the week ahead, deflating some of July's 7 percent gain. […]
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• The Contrarian Take
  • Austrian money supply metrics, now global July 30, 2010
    On April 19th, 2010,  I penned an essay called Money supply metrics, the Austrian take in which I presented the logic behind what I believe to be the correct formulation of the money supply, one based on the monetary insights of the Austrian school of economics. Also at that time I began publishing, to readers of [...] […]
    Michael Pollaro
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    The title of this essay may be a play on words but the facts are nothing of the sort.  Indeed, the facts suggest that the financial position of the U.S. government may not be all that much better than the financial position of the governments of Portugal, Italy, Ireland, Greece or Spain, the so-called PIIGS.  [...] […]
    Michael Pollaro
  • Money supply metrics, the Austrian take July 30, 2010
    All economists, whether they are of an Austrian, a Keynesian or a Monetarist bent, as well as nearly every investor, would agree that money plays a vitally important role in the economy.  And a correct measure of its supply is an indispensable input into every economic and financial forecast.  How could it not, for money [...] […]
    Michael Pollaro
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  • Groundhog Day July 30, 2010
    I haven't written a blog in 3 months. I felt like when my "travels" stopped being "travels" and I was making myself at home in Salima, I just couldn't blog. It didn't feel right. I mean, I wouldn't be blogging in New York about my day, this had been a journey blog. I guess I don't know how I feel about it. There a […]
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