Friday, November 30, 2018

30/11/18: Turning Europe into Greece

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My latest column for the Cayman Financial Review is out, discussing how the lessons from the Global Financial Crisis, not learned by Euro...

30/11/18: Ireland’s Dependency Ratio Problem?

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Ireland seems to have a twin dependency. or rather a triple dependency problem: Younger population means larger share of population is ...

30/11/18: The Myth of Social Mobility and Wealth Inequality

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Three charts, related topics. Global wealth inequality has been a much-discussed problem these days, with both longer-term economic and ...
Monday, November 26, 2018

25/11/18: Russian South Stream 2.0 Comes Out of the Shadows

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Russia and Turkey have announced that the two countries have reached significant progress in reviving the November 2014-shut down South St...
Saturday, November 24, 2018

24/11/18: Wisdom of Crowds, Meta-Knowledge and Behavioral Biases in Scalable Data

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Social networks: scale, biases and the notion of the 'wisdom of crowds'... Here are my lecture notes from the Behavioral Finance a...
Tuesday, November 20, 2018

20/11/18: Bitcoin's Steady Loss of Fundamentals

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Base rate fallacy is one of the key behavioral heuristics or biases in economics and finance, defined as a cognitive error whereby too lit...
Sunday, November 18, 2018

17/11/2018: California Rooftop Solar Mandate: An example of bad groupthink?

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In recent news, California legislators have done a gimmick-trick that has earned the state loud applause from the environmentally-minded c...
Saturday, November 17, 2018

17/11/18: Nine in Ten in the Red: Asset Markets YTD Returns Signal Risk Repricing

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According to a recent research note from the Deutsche Bank, 89% of global macro assets are posting losses on year-to-date basis. This is t...
Friday, November 16, 2018

16/11/18: Student Debt Hits Another High in 3Q 2018

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Bloomberg @business just now posted that the student loans debt in the U.S. has increased USD37 billion to USD1.44 trillion at the end of ...

16/11/18: The Horsemen of the Financial Markets Apocalypse

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My column for the Manning Financial   is now available here:  http://issuu.com/publicationire/docs/manning_financial_november_2018?e=16572...
Thursday, November 15, 2018

15/11/18: BIS on payments systems and cryptos / blockchain

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On November 1, Agustín Carstens, General Manager, Bank for International Settlements delivered a pretty punchy speech on the topic of paym...

15/11/18: The 'New Normal' is a Road to another Tech Sector Bust

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The VC land of wonders and waste is awash with cash, thanks to a decade-long loose liquidity pumping across the markets by the Central Ban...