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Recent Comments
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- 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.
- Steve Kamman on Trump’s Mexico Tariff Gambit May Be Good News.
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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
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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
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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
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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
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