Wednesday, January 29, 2020

28/1/20: The Precariat of America's Workampers

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Precariat is defined as "a social class formed by people suffering from precarity, which is a condition of existence without predicta...
Tuesday, January 28, 2020

28/1/2020: Federal Tax Revenues Over Time

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Via the @SoberLook, WSJ's data / charts newsletter, a neat summary of changes in the U.S. federal taxation base over the years: W...

28/1/20: What Doesn't Work in NYC Probably Won't Work in Dublin

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As Irish politicians talk rent controls, here is some interesting evidence from NYC's recently passed rent control rules (since June 2...
Monday, January 27, 2020

27/1/20: The Value of History and the Shifting Winds of Public Policy

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My latest contribution to the Manning Financial for January 2020 is out:  https://issuu.com/publicationire/docs/mf_january_2020?fr=sZTk2MD...
Tuesday, January 21, 2020

21/1/20: Inflation and Growth: BRIC 2020

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Via Danske Bank Research, an interesting chart showing 6-12 months forward expectations for inflation (CPI) and economic growth (GDP) for ...

21/1/20: US Deficits, Growth and Money Markets Woes

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My article for The Currency  on the effects of the U.S. fiscal profligacy on global debt and money markets is out:  https://www.thecurrenc...

21/1/20: Investor Fear and Uncertainty in Cryptocurrencies

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Our paper on behavioral biases in cryptocurrencies trading is now published by the Journal of Behavioral and Experimental Finance  volume ...
Thursday, January 16, 2020

16/1/20: Irish GE2020: Kommersant

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My musings on the Irish election 2020 via Russia's Kommersant.ru:  https://www.kommersant.ru/doc/4220157 .

15/1/20: Putin's Latest Call Option Buy

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"Poekhali!" sad Vlad, refraining Yuri Gagarin's famous phrase. And just like, with a sweep of his hand, Mr. Putin has Rem...
Wednesday, January 15, 2020

15/1/20: What Trade Deal Phase 1/N Says About the Four Horsemen of Apocalypse

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Phase 1 of N of the "Greatest Trade Deal" that is "easiest to achieve' by the 'stablest Genius' is hitting the ...

15/1/20: S&P500 Historical Performance

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Via BAML and @tracyalloway, a chart plotting the distribution of annual returns on S&P500, 1872-2019: The stylised nature of this...
Friday, January 10, 2020

10/1/20: U.S. Tariffs on European Wines: Inflicting Self-Harm

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Next week, the  Office of the US Trade Representative is expected to make a determination on the potential imposition of an up to 100% tar...