Monday Morning Macro
by[This piece first appeared here: http://truesinews.com/2015/04/27/monday-morning-macro/] Though the punditocracy has become much more aware of the sheer scale of China’s equity bubble in recent weeks,…
Economics
Greece in or out – Investment Opportunities?
byGreece needs to reschedule its debt or default Capital Controls maybe inevitable A piecemeal solution is not the answer, yet it’s more likely than…
The Myth Of Global Gluts And The Reality Of Market Change
by[This piece first appeared here http://www.epictimes.com/richardebeling/2015/04/the-myth-of-global-gluts-and-the-reality-of-market-change/] You may not have noticed it when out buying things in the marketplace in the context of your personal…
On billionaire altruist lunatics..
byFacts do not cease to exist because they are ignored. – Aldous Huxley. There was once a time, perhaps, when unprecedented things happened…
The South (China) Sea Bubble
by[The original can be seen here http://truesinews.com/2015/04/14/the-south-china-sea-bubble/] The first hard data release of the month for China was hardly guaranteed to reassure. Two-way trade in…
Anti-Deflationist Paranoia
by[Transcript of the closing speech at the Seventh Spanish Conference on Austrian Economics. These remarks were delivered Thursday, June 12, 2014 in Madrid.] Today…
Mario Draghi – Prime Broker to the Universe
by[This article first appeared here http://truesinews.com/2015/04/10/mario-draghi-prime-broker-to-the-universe/] When even the eminent lawyer, Christine Lagarde, interrrupts her incessant calls for more ‘stimulus’ to confess that yes, peut-être, we ought to…
Confusion over US unemployment
byUnemployment is the one statistic that one would have thought is easy to define: just total up the number of people on unemployment benefit…
Technology Indices and Creative Destruction – When Might the Bubble Burst?
byTechnology Indices and Creative Destruction – When Might the Bubble Burst? Publically traded technology stocks trade on modest multiples compared to 2000 Private sector…
Midweek Macro Musings
by[This first appeared here http://truesinews.com/2015/04/08/midweek-macro-musings/] Here we present one of a series of brief runs-though of the salient events of the past week or so….