David Goldman
Contributor since: 2009
Contrary To Claims, U.S. Jobs Bust Not A Fluke
The Specter Of Deflation Makes For A Dovish Fed
China Leads Market Recovery As Predicted Trade Deal Emerges
Consumption Is America's Achilles' Heel In A Trade War
The U.S. Consumer Is The Biggest Risk To The World Economy
America's Economy Is Cartelized, Corrupt And Anti-Competitive
Trump Triumphed Due To Downward Mobility
Luck Had Nothing To Do With It
Vikram Pandit's Benchmark Portfolio Is A Step In The Right Direction
Why I'm Short Turkey
Europe's Banking Crash Already Happened
Italy: It's Not About Macro (And Why It Doesn't Matter Anyway)
Warning To Germany And France: Build A Barrier At The Alps
Focus On China: Domestic Demand Drives Growth
European Banks About To Get Thrashed
The Dumb Dividend Idea
Why 'Operation Twist' Is Especially Stupid: There's No Lack Of Short-Term Financing
It's Not 2008 All Over Again: Europe Edition
Markets Temporarily Skidding On Greece
The World Economy Is Doing Just Fine...
Obama's Keynesian Advisors Don't Get It
No One Cares About Italy
The Double Dip, Like Hurricane Irene, Was Exaggerated
Gold vs. Treasuries: It's All About Optionality
This Is a Liquidity Event Driven by a Global Redemption Call on Hedge Funds
We're Not AAA? The Empire Is Blind
The Great Hedge Fund De-Levering Event Has Arrived
The American Consumer Has Thrown in the Towel
Why the Market Was Terrified Yesterday
Current U.S. Budget Situation Not a Crisis, But a Negotiation
Why Are Treasury Yields so Low? Chalk It Up to Supply and Demand
Southern Europe: Beyond a Demographic Point of No Return