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- Talk of Peace Talks and the Ukraine End Game
- We’re Just Getting Poorer. Less “Inflation” Than “Stuff Getting More Expensive.”
- Bar Fights, Game Theory, And Why Putin Can’t Get a Face Saving Exit. Russian “Mobilization” Changes Nothing
- Lazy Consensus Likely Wrong. Ukraine War Ends in Months, Not Years. Russia’s Gas/Oil Embargo Ends With It.
- The Ukraine End Game – Keep It Frozen Past Putin’s Sell-By Date…
Recent Comments
- 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.
- Steve Kamman on Trump’s Mexico Tariff Gambit May Be Good News.
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Monthly Archives: June 2019
The Scariest Chart In The World Part 1
I am re-posting this as the charts didn’t show in the prior version for some reason. I’ve pasted them in a different format. Please view the post in your browser if need be. All that money the Fed has been … Continue reading
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Why the Fed “Has” to Cut Rates.
The Fed “has” to cut its short-term rate. Why? Because their current lending rate seems to create an arbitrage incentive for banks to NOT LEND. As currently structured, the Fed’s rate policy appears to be an active drag on the … Continue reading
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2 Comments
Trump’s Mexico Tariff Gambit May Be Good News.
After my initial dismay at the Mexico tariffs news, a certain optimism began to creep in. The move is a disaster when seen through the cartoon lens of “Trump is a loose cannon.” But it shows a way out of … Continue reading
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Damned if We Don’t. A Glimmer of Hope if We Do. Worried The Fed “Don’ts” Instead of “Do’s.”
Lets do what so many self-described free-market thinkers won’t; believe the market is smarter than a few, very human folks at the Fed. A now-decisively inverted yield curve is the bond market “telling” the Fed it needs to cut short-term rates. … Continue reading
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