This article originally appeared in the November 2008 HS Dent Forecast Newsletter. In the year and a half that has passed, the key insights remain: this recession is fundamentally different from all others of the post-WWII era. On Friday, October 24, 2008, the Financial Times reported that swap spreads turned negative. It would be easy...Read More

I’m often asked where I get my investment ideas and what sources I read to keep abreast of financial news.  The fact is, you can’t read everything that comes across your desk; there is simply not enough time in the day to get through it all.  You have to prioritize and organize your reading list, or...Read More

Over the past decade, the focus of the news media has been on Islamist terror organizations such as Al Qaeda, and understandably so. The September 11, 2001 attacks were the biggest acts of terror in history, and every American remembers well the site of the twin towers falling to the ground. It was a traumatic...Read More

“What is a generation?” asks Ira Wolfe in his new book Geeks, Geezers, and Googlization. “A generation is a group of people who are programmed by events they share in history while growing up… a common set of memories, expectations, and values based on headlines and heroes, music and mood, parenting style, and education systems.”...Read More

We recommend you grab a copy of George Magnus’s The Age of Aging. Mr. Magnus is a senior economic advisor at UBS, and his new book is probably the best “big picture” analysis on demographic trends that we have seen since Philip Longman’s The Empty Cradle.  Magnus’s work is a fine complement to our own...Read More