The Short Term Case for Long Term Deflation – Lee Munson and Lorn Owen Davis comment on deflation
Posted in Latest Reports, Stock Reports on June 17th, 2009All We Have to Fear Is Fear and Slow Economic Activity
Posted in Latest Reports, Stock Reports on December 12th, 2008Lee Eugene Munson comments on the economy. Published on Seeking Alpha
Last week I spent two days in Boston engaging the best minds on Wall Street. Most of them, however, don’t live anywhere near Wall Street or the studios of CNBC. This may explain why there was a coherent consensus among bulls, bears, and everyone in between. I was able to talk one on one with incredible minds like Burton Malkiel author of “A Random Walk Down Wall Street” and professor of economics at Princeton; Andrew Lo, finance professor at the Sloan School of Management at MIT and Chairman of AlphaSimplex Group; and Dan Fuss, Vice Chairman of Loomis, Sayles & Company managing over $58 billion. While the money managers and academics I met came from diverse backgrounds, there were three main themes all of them shared.
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