Wednesday, January 31, 2018

31/1/18: What Teachers of Piketty Miss on r vs g

›
A popular refrain in today’s political and socio-economic analysis has been the need for aggressive Government intervention (via taxation...
Sunday, January 28, 2018

28/1/18: Political Polarization: Evidence form the U.S. trends

›
What's 'normal'? Pew Research data on political polarization in the U.S. (full report here  http://www.people-press.org/intera...

27/1/18: Human Freedom Index 2017: U.S. Exceptionalism vs Irish Example

›
Cato released their 2017 Human Freedom Index. The link is here:  https://object.cato.org/sites/cato.org/files/human-freedom-index-files/20...

27/1/18: VCs Funding Bonanza. Missing Central Coast

›
Based on data compiled by Bloomberg, 2017 was a bumper year for VC-funded startups across the U.S., with significant increase in the geogr...
Tuesday, January 23, 2018

22/1/18: Interest Rates, Demographics and Secular Stagnation: Euro Area 2018-2025

›
An interesting recent paper from ECB on the link between monetary policy (interest rates) and secular stagnation. Ferrero, Giuseppe and Gr...
Monday, January 22, 2018

21/1/18: FT Warns on Credit Cards Delinquencies: High or Hype?

›
The FT are reporting a 20% rise in credit cards delinquencies across major U.S. banks in 2016, compared to 2017 (see here:  https://www.ft...

21/1/18: Student Loans Debt Crisis: It Only Gets Worse

›
A new research from the Brookings Institution has shed some light on the exploding student debt crisis in the U.S. The numbers are horrify...
Friday, January 19, 2018

19/1/18: Tears over QE & U.S. Household Debt Problem

›
As (some) White House-linked (or favouring) economists lament the Fed's QE (and there are reasons to lament it), one thing is clear: t...
Thursday, January 18, 2018

18/1/18: The Arctic: A New "Old Conflicts" Frontier

›
A must-read set of three in-depth articles/visualizations from Bloomberg, documenting evolution of key environmental issues relating to th...

17/1/18: Apple's Plans for Foreign Cash and the Need for Larger Reforms

›
There is a lot that can be criticized in the GOP/Trump tax reforms passed late last year, but some things do make sense. Back in November ...
Tuesday, January 16, 2018

15/1/18: Of Fraud and Whales: Bitcoin Price Manipulation

›
Recently, I wrote about the potential risks that concentration of Bitcoin in the hands of few holders ('whales') presents and the ...
Friday, January 12, 2018

12/1/18: Euromoney Credit Risk Survey of 2017

›
Euromoney Country Risk survey for 2017 is out with comments from, amongst others, myself: ( https://www.euromoneycountryrisk.com/Analysis/...