Friday, June 30, 2017

30/6/17: Manning Financial: The End of the Trump Boom?

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My recent contribution to Manning Financial  for Summer 2017 is available here:  http://issuu.com/publicationire/docs/mf__summer_2017?e=16...
Wednesday, June 28, 2017

28/6/17: Tech Financing and NASDAQ: Divorce Proceedings Afoot?

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Based on the recent data from Kleiner Perkins,  there has been a substantial inflection point in the relationship between NASDAQ index valu...

28/6/17: Seattle's Minimum Wage Lessons for California

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Two states and Washington DC are raising their minimum wages comes July 1, with Washington DC’s minimum wage rising to $12.50 per hour, th...
Tuesday, June 27, 2017

27/6/17: Millennials’ Support for Liberal Democracy is Failing

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New paper is now available at SSRN: "Millennials’ Support for Liberal Democracy is Failing. An Investor Perspective" (June 27, 2...
Thursday, June 22, 2017

22/6/17: Efficient Markets for H-bomb Fuel - 1954

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For all the detractors of the EMH - the Efficient Markets Hypothesis - and for all its fans, as well as for any fan of economic history, t...

22/6/17: Unwinding Monetary Excesses: FocusEconomics

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Focus Economics  are running my comment (amongst other analysts') on the Fed and ECB paths for unwinding QE:  http://www.focus-economi...

21/6/17: Azerbaijan Bank and Irish Saga of $900 million

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A Bloomberg  article on the trials and tribulations of yet another 'listing' on the Irish Stock Exchange, this one from Azerbaijan...
Wednesday, June 21, 2017

21/6/17: BusinessInsider: The Most Important Charts in the World

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My contribution to the BusinessInsider  "The most important charts in the world from the brightest minds on Wall Street" is out....
Friday, June 16, 2017

16/6/17: Replicating Scientific Research: Ugly Truth

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Continuing with the theme on 'What I've been reading lately?', here is a smashing paper on 'accuracy' of empirical eco...

16/6/17: Trumpery & Knavery: New Paper on Washington's Geopolitical Rebalancing

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Not normally my cup of tea, but Valdai Club  work is worth following for all Russia watchers, regardless of whether you agree or disagree ...
Wednesday, June 14, 2017

14/6/17: Unwinding the Mess: Fed's Road Map to QunE

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As promised in the previous post, a quick update on Fed’s latest guidance regarding its plans to unwind the $4.5 trillion sized balance sh...

14/6/17: The Fed: Bravely Going Somewhere Amidst Rising Uncertainty

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Predictably (in line with the median investors’ outlook) the Fed raised its base rate and provided more guidance on their plans to delever...