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Recent Posts
- Putin Won Lysychansk. He Has (Still) Lost the War. A Monkey Dancing. Ukraine Grinds the Organ.
- Schrodinger’s Economy Can’t Be Alive and Dead Forever.
- Will Russia’s Army Collapse Before Global Resolve? Russia Has Peaked. Likely Can’t Hold.
- Bleeding Russia White. Bad News? We’re at War With Russia. Good News? They Can’t Keep it Up Much Longer.
- We are All Japan? Especially China? World Population DOWN by 2100? China’s Population Cut in Half?
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: July 2020
The Bezzle. Either Inflate By $7-$18 Trillion or Bonfire Away $4-$8 Trillion of Paper Wealth. Is This What Velocity is Telling Us?
I am hoping for push-back here, so please poke holes! Question my assumptions! Help me think this through! Looking at the past 20 years, it is clear we have an increasingly fat jockey (wealth) riding a faltering horse (the real … Continue reading
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Book Recommendations
Good fortune is good in-laws 🙂 I’ve had a little more time to read in the last few months (courtesy of the aforementioned in-laws). I figured I’d share. Forgive any typos below – this small laptop keyboard and my machine … Continue reading
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Placebos Are Powerful Until They Aren’t. We’re Dangerously Close To A Policy Error Based On Misplaced Faith in the Fed.
Placebos are powerful. Until they aren’t. Faith in the Fed’s trillions has sustained markets so far. But the hard-dollar prop holding up the economy is the merely-billion-dollar flow of fiscal stimulus – especially expanded unemployment benefits. With Congress likely to … Continue reading
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Why is McConnell Delaying On Stimulus? He Doesn’t Have The Votes…
Mitch McConnell is leaving negotiations over a new stimulus package until mid-July. With the critical $600 unemployment benefit expiring July 31. Those unemployment benefits are our most important economic prop. Leaving the discussion to a last minute scramble up to … Continue reading
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