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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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