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Recent Posts
- 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…
- Is the Job Vacancy Debate (Beveridge Curve) Off-Target Because The Data Is Skewed by a Move Online? Likely Yes.
- A Lazy Consensus Is Likely Wrong. The Shock Waves Will Be Big. Why Ukraine Matters.
Recent Comments
- 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.
- Dominique Watkins on Trump’s Mexico Tariff Gambit May Be Good News.
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Monthly Archives: September 2019
A Global, 20-Year Garage Sale. Ugly for “Safe” Asset Values.
Today’s FT brings a tidy, cogent, Japan-based example of the risks of so-called low risk assets when demographics turn against you. We Are All Japanese Regional Banks. We Just Don’t Know it Yet. The (paper) Financial Times has a great … Continue reading
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Analysis Paralysis. Baby Steps. What is the What?
I’ve been running myself in circles trying to figure out the whole negative rates/inflation/global outlook thing. Usually writing it out helps, but not in this case. But seeing if some baby steps might help break the writers (and thinker’s) block. … Continue reading
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