Subscribe - New Posts Via E-Mail
Subscribe to this site's RSS feed.
Beer Money
-
Recent Posts
- What if Xi Jinping just isn’t that competent? Great Read from 2021 that has Aged Well.
- Fiscal Stimulus Is/Was More Powerful Than Many Think.
- Ukraine Hasn’t Gotten Lucky… Yet. Prigozhin Got at Little TOO Lucky
- Is the Emperor Really Clothed? The Facts Are Pretty Skimpy…
- The 1990’s Weren’t a Terrible Decade… Maybe We Aren’t Facing an Inflationary (or Deflationary) Bust? Just Sayin’
Recent Comments
- Robert J Berger on What I Got Wrong On the Debt Ceiling. Pro Wrestling Rot is Deeper than I Thought. Both Encouraging and Worrying.
- Anders Comstedt on We’re Just Getting Poorer. Less “Inflation” Than “Stuff Getting More Expensive.”
- Doc Searls Weblog · The frog of war on Imminent Russian Army Collapse? Actually a Plausible Scenario. “Moscow is Silent.”
- Steve Kamman on Why the Fed “Has” to Cut Rates.
- Dominique Watkins on Why the Fed “Has” to Cut Rates.
Archives
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- April 2022
- March 2022
- February 2022
- March 2021
- January 2021
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- November 2017
- October 2017
- August 2017
- July 2017
- June 2017
- January 2017
- November 2016
- September 2016
- August 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- October 2015
- September 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
Categories
Meta
Monthly Archives: February 2019
A Dead Canary In The Telecom Mines. Investors Beware.
Miners used to carry caged Canaries for early warning of toxic gas. The Canaries would keel over from the gas before the miners would. The Canary here is US Telecom CenturyLink, who recently cut its dividend by 53% while raising … Continue reading
Posted in Uncategorized
Comments Off on A Dead Canary In The Telecom Mines. Investors Beware.
Amazon’s New York Pullout – The Questions Not Asked. Equity Spin Coming?
In all the comment around Amazon’s decision to cancel their “HQ2” in New York, I’m surprised to see some salient questions un-asked. After such an exhaustive public search, why didn’t Amazon just pivot to the #2 choice? If New York didn’t … Continue reading
Posted in Uncategorized
Comments Off on Amazon’s New York Pullout – The Questions Not Asked. Equity Spin Coming?
Politics on a Left-Right Axis? No Worries. A Reality-Fantasy Axis? This Must Be Stopped.
A break from musing about monetary policy. 🙂 The main axis of political difference today isn’t left vs. right. It is Reality vs. Fantasy axis. A vicious cocktail of cynicism and self-delusion driving real-world policies with real-world consequences. Madness is always … Continue reading
Posted in Uncategorized
Comments Off on Politics on a Left-Right Axis? No Worries. A Reality-Fantasy Axis? This Must Be Stopped.
Do We Become Japan? Is Someone Trying to Say “Fire” Very Quietly in a Crowded Theater?
Trying to pull some recent threads together. Still puzzling things out myself. The charts below are the crux of the question. Look at the bottom (purple) line – the Fed Funds rate – vs the market-driven rates above it. https://fred.stlouisfed.org/graph/fredgraph.png?g=mY7o … Continue reading
Posted in Uncategorized
Comments Off on Do We Become Japan? Is Someone Trying to Say “Fire” Very Quietly in a Crowded Theater?