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Recent Posts
- What I Got Wrong In 2020. Pandemic (A+), Economy (C-), Market (F-).
- Ding Dong the Mitch is Dead. Forget the Politics. Shift in Senate Control is a HUGE Economic Positive
- Pelosi’s 48 Hour Stimulus Deadline – Rounding Out The Circular Firing Squad?
- 3/4 of a Shit Sandwich is Still a Shit Sandwich. Stimulus (Still) Looks Unlikely.
- 90% of The Fed’s “Stimulus” Never Left the Building. $109B Did Hit Markets Directly. That is More Ripple Than Tsunami.
Recent Comments
- Dominique Watkins on Ding Dong the Mitch is Dead. Forget the Politics. Shift in Senate Control is a HUGE Economic Positive
- Dom Watkins on Pelosi and The White House Don’t Expect a Stimulus Deal Anytime Soon…
- Dominique Watkins on Does the Fed Want the Democrats to Win? Might They Act to Make that Happen? Fun With Conspiracy Theories…
- Dominique Watkins on COVID and US Decline Vs China and Etc….
- JR on “Starve the Beast!” Comes Home to Roost. But Who Will They Blame?
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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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