Can any government in the developed world survive? Will there be enough growth to keep them from going broke?

The US economy has come back to output levels of '07. But this feeble rebound not only holds the title of "weakest post-war recovery ever," it also shows that something else is going on.

John Mauldin looks at the shift in Fed policy, and at the balance sheets of central banks, US GDP, Portugal and the ECB, the LTRO policy, and yes, there's even a tidbit on Greece.

What most traders fail to understand is that the leverage in your account is determined not by any one position, but by the aggregate amount of trades outstanding.

Once you've taken interest rates down to zero, and announced that you'll leave them there for the next three years, what more can you do?

Capitalism is what you get when you don’t have master designers on the job. It's what happens when the feds leave it alone.

Why not be satisfied with the demand as it is? Why not accept the decisions of willing and able consumers as to how much stuff they need and how much they can afford to buy? Why is it important that they buy more than they need with more than they have?

With government debt-to-GDP at 100 percent and rising, and the shift to short-term financing over the last few years, the feds are extremely vulnerable to an increase in interest rates.

Europe's leaders are committed to keeping both the euro and the eurozone as it is. But for it to do so, everything must change.