Thinking Things Over June 4, 2012 Volume II, Number 22: There’s a Brighter Future Ahead….but When? By John L. Chapman, Ph.D. Washington, D.C. In a world of pure theory, stock and bond prices rise and fall according to the fundamentals of market reality, and exclusively so. The strength of profits and free cash flow, sustainability of a firm’s competitive advantages, technological [...]
Thinking Things Over May 13, 2012 Volume II, Number 19: Fundamental Monetary Reform Is Coming...(Part One) By John L. Chapman, Ph.D. Washington, D.C. The monetary system is to the economy what circulating blood is to the body: the former enables the latter to function. If the former is plagued with a virus, the latter will degrade and ultimately break down [...]
Thinking Things Over April 22, 2012 Volume II, Number 16: Monetary Policy, the Real Economy, and Asset Prices: Where are We? By John L. Chapman, Ph.D. Canton, Ohio. In the wake of recent market volatility, and ahead of the Federal Reserve's Open Market Committee meeting here on April 24-25, calls for another round of Fed easing, "QE3," have again been stoked. It is worth [...]
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