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Category Archives: Uncategorized
Global Risk Monitor – July 21
Click on table to enlarge and for better resolution
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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COTD: Amazon Eating Retail
(COTD = Chart of the Day) It’s important to note that Amazon still only boasts a 5 percent share of total retail sales, excluding food, across the country, according to data from the U.S. Census Bureau, Sanderson said. – CNBC … Continue reading
Did Janet Yellen Hear Us?
In our piece, Reflexivity And Why The Fed Must Sell The Long End, posted on June 13th, we warned of the dangers of a flattening yield curve based on distorted interest rates due to QE. ..some still look to the badly distorted bond … Continue reading
Posted in Interest Rate Monitor, Monetary Policy, Uncategorized
Tagged Janet Yellen, Monetary Policy, QE, Yield Curve
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Private Equity Coming To A Neighborhood Near You
Interesting piece in Wall Street Journal, which corroborates our last post, The New “Supply-Side Economics” Fueling Asset Bubbles. We argued institutional investors have been on a buying spree of residential housing for rental properties taking a massive amount of supply off … Continue reading
The New “Supply-Side Economics” Fueling Asset Bubbles
No, we are not talking about President Reagan’s supply-side economics — policies to increase productivity with the goal of increasing long-term aggregate supply or output while simultaneously reducing inflation. We now have a new kind of supply-side economics, just the … Continue reading
Posted in Uncategorized
69 Comments
QOTD: Bad Politics And Immorality Of “Watch It Fail”
Even conservatives are coming around to my ideas in the last post on health care. A “watch it fail” approach to Obamacare, when the crisis is real and the consequences for poor children are so enormous, is not just bad politics; … Continue reading
Economist Personality Traits
Studies of personality traits common to various disciplines have discovered that economics, like engineering, tends to attract people with an unusually strong preference for order, and a distaste for ambiguity. – The Guardian
The Health Care Bill And The Fallacy Of 18% Of GDP
The American political system may just be about to wake up and inching torward bipartisanship. The failure of the Republicans to “repeal and replace” Obamacare after seven years of pounding the table is a “big fail.” After controlling both houses … Continue reading
QOTD: Jamie’s Rant
“It’s almost an embarrassment being an American citizen travelling around the world and listening to the stupid shit we have to deal with in this country. And you know at one point we all have to get our act together … Continue reading
Posted in Quote of the Day, Uncategorized
Tagged Conference Call, Jamie Dimon, JP Morgan, Rant
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COTD: U.S. Shale Breakeven Oil Prices
(COTD = Chart of the Day) Source: World Bank-Global Monthly
Global Macro Monitor 