Friday, September 28, 2018

28/9/18: 10th Anniversary of the Irish Banking Crisis

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Yahoo Finance's Edmund Heaphy on 10th Anniversary of the Irish Bank Guarantee:  https://uk.finance.yahoo.com/news/destructive-goal-dec...
Tuesday, September 18, 2018

18/9/18: Extreme Concentration Risk: Bitcoin's VUCA Bomb

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I wrote before both, about the general problem of concentration risk and the specific problem of this risk (more accurately, the concentra...
Thursday, September 13, 2018

13/9/18: Shares Buybacks Swallow much of Trump's Corporate Tax 'Reforms'

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A recent post from the U.S. Fed looked at how companies with large holdings of cash abroad have used those funds following the Tax Cuts an...

13/9/18: Concentration Risk: IPOs, New Firms Arrivals & Super Stars

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One of my favourite long-run tail risks to watch in the financial markets (and indeed, due to ongoing monopolisation trends, in the entire...
Tuesday, September 11, 2018

11/9/18: Slow Recoveries & Unemployment Traps: Hysteresis and/or Secular Stagnation

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The twin secular stagnations hypothesis (TSSH, first postulated on this blog) that combines supply-side (technological cyclicality) and de...
Sunday, September 9, 2018

9/9/18: Dershowitz's New Doctrine in Law

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Another tweet, different topic: my brief musings on the Harvard Law's Alan Dershowitz's recent invention of new doctrine in law: ...

9/9/18: IMF and Argentina: New Old Saga

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My Twitter comments on Argentina and IMF rescue package were picked up by the folks at ZeroHedge   https://www.zerohedge.com/news/2018-08-...

9/9/18: The end of the clam before the storm

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My article on the shifting landscape for monetary policies: U.S. and Euro area for Sunday Business Post   https://www.businesspost.ie/busi...

9/9/2018: Corporate Power, Charity, and Social & Policy Impacts

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In an important discussion, titled "Tax-exempt lobbying: Corporate philanthropy as a tool for political influence", Marianne Ber...

9/9/18: Populism, Middle Class and Asset Bubbles

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The range of total returns (unadjusted for differential FX rates) for some key assets categories since 2009 via Goldman Sachs Research: ...
Monday, September 3, 2018

3/9/18: Bakkt: One New Exchange, Two Old Exchanges, Same Crypto Story?

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My comment on the new #cryptocurrency exchange project involving Intercontinental Exchange (ICE), the New York Stock Exchange (NYSE), Micr...
Friday, August 24, 2018

24/8/18: Moscow's Fiscal Resilience in the Headwinds

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Back in September 2017, Fitch (with Russia rating BBB-) estimated that the U.S. sanctions were costing Russia ‘one notch’ in terms of sove...