The problems of Milei, restated
-
Milei wants to improve Argentina's primary balance by 5.5% of GDP quickly.
Almost no IMF program in history did that. The typical program achieves
just 1...
Elections Matter
-
Guest Post by Eric Peters Yes, I know. This dirty business of elections is
just what Bismarck meant when he spoke of sausage making and how you’ll
never wa...
On Corporate America's Pension Windfall
-
Marion Halftermeyer of Bloomberg reports Kodak’s pension windfall points to
$137 billion opportunity:
Inside Eastman Kodak Co., the once-iconic camera ma...
End near for Oregon’s drug-public health experiment
-
The Oregon legislature has voted to repeal a law decriminalizing drug
possession for personal use, joining other cities in adopting new
tough-on-drugs poli...
M2 update—still looking good
-
Today the Fed released the February money supply data, and there were no
unwelcome surprises. M2 continues to shrink relative to the economy, and
that's th...
FRED & DDP Partnership
-
The Federal Reserve Bank of St. Louis and the Federal Reserve Board are
working together to expand options for finding, accessing, and visualizing
data f...
China in Charts
-
(China Part 2/2) RADHIKA DESAI: Hello and welcome to the 25th Geopolitical
Economy Hour, the show that examines the fast-changing political and
geopoliti...
Global Risk Monitor: Week In Review – March 22
-
We have incorporated several AI-focused ETFs into our equity table.
Additionally, observe the trend in financial conditions as indicated by the
Chicago Fed...
Major Economic Indicators Latest Numbers
-
Consumer Price Index (CPI):
*+0.4% in Feb 2024*
News Release
Historical Data
Unemployment Rate:
*3.9% in Feb 2024*
News Release
Historical Data
Payroll...
Business Employment Dynamics Latest Numbers
-
Gross Job Gains:
Total Private
*8,120,000 in 2nd Qtr of 2023*
Historical Data
Goods-Producing
*1,350,000 in 2nd Qtr of 2023*
Historical Data
Service-pr...
The Tenth Good Book
-
From the beginning I have been convinced that Milton Friedman possessed a
dual personality, somewhat like Doctor Jekyll and Mister Hyde: a strong
economi...
Why Are Millennials Not Having Kids?
-
Wharton’s Stew Friedman talks about his book, *Baby Bust: New Choices for
Men and Women in Work and Family*, which has been re-released for its 10th
annive...
Memo to Fed: Stop the News Conferences
-
In watching part of Jay Powell's news conference yesterday, I realized that
what he is doing to just the opposite of good economics communication. When
I...
The Poetry of Pricing
-
iPhone 15 has just been released and, as usual, all the products in the
iPhone line-up have received new prices. The following graph shows the
current prod...
How Will Houston Adapt to the High Heat?
-
I have moved my blog over to Substack (and I've lost many readers). Please
join me there. Here is a recent column. The Wall Street Journal has
published an...
A Few Quick Announcements
-
By James As I wrote a couple of years ago, I don’t post here anymore. I
just have a couple of updates for people who subscribe and may be
interested in my ...
Hope Springs Eternal...
-
In preparation for a return to active blogging I have torn down this server
to the root and reinstalled everything clean. I am hoping the errors and
probl...
Freakonomics Radio Network’s 2022 Staff Picks
-
To celebrate a wonderful year of production on all of the shows in our
network, we asked our staff to choose their favorite episode of the year.
Lyric Bo...
Roundup: The Others
-
One point well made in here is that the CDU/CSU’s consuming crisis leaves a
lot of space for fringe politics. With that in mind, what’s become of the
off-d...
Flash Commentary No, 1460b
-
• Fundamentals Could Not Be Stronger for Gold and Silver, nor Weaker for
the U.S. Dollar and Stocks, Despite Fed or Market Nonsense to the Contrary
• There...
“Old Chicago” and the Freiburg School
-
Stefan Kolev and Ekkehard Köhler have published a paper in the Working
Paper Series of the Stigler Center at Chicago University on the history of
the polit...
Impeach President Trump, again
-
I agree with the House impeachment resolution in full. The House should
vote to impeach President Trump, again. Four years ago minus eight days,
Donald J...
Join us at The Daily Shot
-
Please join us at *The Daily Shot.*
The Daily Shot® (TheDailyShot.com) is a niche graphical newsletter (see
sample) that is not meant for broad distribut...
Storytelling: Friday Chart Edition
-
I have not posted here in awhile, so I thought it would be good to share a
few recent charts that tell interesting stories.
*Central Bank Balance Sheets*
F...
Light in the COVID Tunnel
-
If you ever think you just can’t win, I know how you feel. I’m labeled both
a doomsayer and a Pollyanna—sometimes in reaction to the same letter.
On Dinosaurs and Dividends
-
*Mass Extinction*
Sixty-six million years ago an asteroid blew its way through the Earth’s
atmosphere and detonated in what we now know as the Yucatan Peni...
The Covid-19 Dominoes Fall: The World Is Insolvent
-
To understand why the financial dominoes toppled by the Covid-19 pandemic
lead to global insolvency, let’s start with a household example. The point
of thi...
Do Higher Wages Mean Higher Standards of Living?
-
Editor's note: We have updated macroblog's location on our website,
although archival posts will remain at their original location. Readers who
use RSS sho...
Recessionary Bitcoin
-
In reply to Begining of the end of Tether... Finally:
I’m really curious to the (Overdue) recession. I’m not sure bitcoin is
mature enough to handle a s...
Fives Steps Toward Fairness in College Admissions
-
The recent scandal has brought a spotlight on the long-term issues of
unfair college admissions,. Once you get past the outright criminality of
this incid...
Emerging Money Audio Blog
-
On the audio blog we recap a full week of geopolitics starting with Russia
ending with China and a full slate of earnings releases across the S&P.
For in...
How to Believe in Free Speech
-
Almost all libertarians earnestly say, "I believe in free speech."
Normally, though, this goes way beyond the right to speak freely. Most
libertarians al...
Ultra low market volatility – friend or foe?
-
The financial markets have started 2018 in much the same ebullient mood
that prevailed for the whole of last year. Although there are genuine
concerns th...
Trump to burst the bond bubble
-
The chance for a slash in the US corporate tax rate to 20% from 35% may be
the structural reason that we may see the end of the 36-year Treasury bull
mar...
Adjust contrast of a pdf free
-
Closer to the eye of the shooter, this is because Preview is quite
literally applying a filter to each individual page of the PDF you are
saving. the proce...
The Harsh Truth About India’s Godmen
-
Late last month, two Indian states and the national capital were upended by
rioting mobs protesting their spiritual leader’s conviction on two counts
of ...
The US Treasury’s missed opportunity
-
The US Treasury recently published the first in a series of reports
designed to implement the seven core principles for regulating the US
financial system ...
Wisconsin in Last Place for Start-up Activity
-
The Kauffman Foundation has just released its report on startup activity.
Wisconsin comes in last place in startup density. Figure 1: Source:
Kauffman Foun...
Another New Value Investing Hedge Fund Job Post
-
Hi Everyone, I haven’t posted in a long time but another close group of
friends are looking for a junior analyst and I want to help them out. If
you are in...
Thursday Morning Link
-
MUST READS The Fed ‘is a god that has failed’ – CNBC Fed signals caution on
rate hikes – Reuters How Bad Is China’s Debt Problem, Really? – Bloomberg
SocGe...
Twenty-Five Rules of Disinformation
-
Preface: This handy set of rules covers most of the games which
disinformation artists play on the Internet (and offline). When you know
the tricks, you’...
Bank of England data, 1696-2014
-
The Bank of England has put out some cool balance sheet data. It would have
been better to have this a year ago (much of my thesis is estimating it
between...
Emerging Europe Real Time Announcement
-
Thank you for reading Emerging Europe Real Time. We have moved. For the
latest news and analysis about the region, please go to the Europe section
on WSJ.c...
Transfer Pricing Economics
-
I'd like to announce that after a long hiatus from blogging, I'm taking it
up again in a new forum. The new blog, Transfer Pricing Economics, is
primaril...
TESTOSTERONE PIT (my soul) Has A New Name ....
-
Friends and Readers,
Today, July 5, 2014, I finally changed that ghastly name and URL. All the
action from now on is at
*www.wolfstreet.com*.
If you bo...
Global economic recovery stuck below takeoff speed
-
*By Eswar Prasad and Karim Foda*
The global economic recovery remains stuck below takeoff speed, unable to
achieve liftoff and facing the risk of stallin...
Mr. Abe’s Trigger
-
*Prime Minister Shinzō Abe*
The newly elected Japanese Prime Minister, Shinzō Abe, has caused quite a
stir. The leader of the Liberal Democratic Party, whi...
Occupy Wall Street - Marine vs 30 Cops
-
Speaking of the police. Here is a link to a video of a soldier - in uniform
- protesting the treatment of demonstrators by the police.
http://perezhilton....
My Email To Steve Jobs
-
I actually wrote an email to Steve Jobs yesterday (steve@apple.com). He
will be missed. I'm sorry that I ever doubted you, Steve. I always felt
that Apple ...
Web shopping: On “Taking Stock”
-
Marketplace is an American Public Media production that caught my attention
some months ago, due to the quality of the contents. Now, courtesy of Felix
Sal...
15 States With the Most Beautiful Nature in the US
-
In this article, we are going to discuss the 15 states with the most
beautiful nature in the US. You can skip our detailed analysis of the
global tourism i...
Bull Scan for 4-1-24
-
The bullscan is derived from a combination of strong momentum, a good chart
set up, and high short interest in midcap or larger stocks. It […]
Junior International Hall of Famers (03-28-2024)
-
From the Desk of Steve Strazza @Sstrazza Welcome to The Junior
International Hall of Famers. With the goal of finding more bullish setups,
we have decide...
TFMR Podcast - Thursday, March 28
-
With TF
3 Comments | 1 Like
With the pending holiday weekend, today brought the end of trading for the
week, the month and the quarter. As such, we hit ...
Three Stocks: Tesla, Palantir, and CarMax
-
Three Stocks: Tesla, Palantir, and CarMax
Tesla Dan Ives of Wedbush joined forces with Deutsche Bank to provide a
double “buy reiteration” of Tesla (TSLA) ...
Best Start to a Year for Stocks Since 2019
-
Today’s MRKT Call is Presented by FactSet Today at 1 pm, Guy Adami and Dan
Nathan will go live on YouTube to discuss: Best Start to a Year for Stocks
Sin...
Thursday links: how we perceive the world
-
Fund management
- Target date funds held some $3.5 trillion in assets though 2023.
(pionline.com)
- BlackRock’s iShares Bitcoin ETF ($IBIT) now...
Morning Post 03/28/2024 SPX
-
April 08 didn’t concern me, but now I’m realizing all te crazies will be
full throttle and CERN is doing their thing - I’m still not bothered.
Good v ev...
Subs: Record Year
-
It’s happening…. As their retail footprint grows these margins will only
improve. Once the plant is rescheduled this fall, expect profitability to
improve ...
No More Red Channels 3/28/24
-
There are no more operative red channels on the hourly chart of the ES 24
hour S&P futures. That means the only thing to stop a rally will be
uptrending re...
Market Recap 3/27/24
-
Dow +477.75 at 39760.08, Nasdaq +83.82 at 16399.52, S&P +44.91 at 5248.49
Today’s trade had a positive bias. Advancers led decliners by a 9-to-2
margin a...
Blind Spots and Continuous Improvement
-
As an investor, I am aware that I have a lot of blind spots. Someone with a
glass half full outlook on life might say that I have a lot of room for
impro...
All Belgian Shares Part 4 – Nr. 61-80
-
And on we go, turning rocks and kissing frogs in the Belgian stock market.
This batch of 20 randomly selected stocks yielded 4 watch list candidates,
among...
Easter 2024 Blog Offers
-
Save up to 30% on premium content, strategies, and software. All premium
content: 20% off with discount code easter20 Click here to register and to
take a...
Weekly Market Pulse: Rational Exuberance?
-
Special Note: I'm in Miami this week, a mix of business and personal. I
lived here for 30 years and we raised our family here but we moved to South
Carolin...
The Dip Was Bought Again
-
MarketSurge powers the charts in this video. Quite a few tech stocks were
getting weaker going into the FOMC meeting last week. The premise was that
higher...
The stealth breakout you may have missed
-
*Preface: Explaining our market timing models*
We maintain several market timing models, each with differing time
horizons. The "*Ultimate Market Timing Mo...
Moallemi's Auction-Managed AMM
-
A recent paper by Columbia professor Ciamac Moallemi and three Uniswap
affiliates (Adams, Reynolds, and Robinson) presents a mechanism for
recapturing th...
2023 Review…Right Back on Track
-
Well, 2023 obviously proved (once again) that nobody knows anything, so
let’s skip the waffle & jump right in – …
Continue reading →
A few thoughts
-
I know I haven’t been blogging for a while. I also haven’t been tweeting. I
am shut out of X-Twitter because of two factor authentication issues. As
such, ...
Transit Tech Lab
-
The Partnership for NYC, alongside its partners at the MTA, the Port
Authority of New York and New Jersey, NJ TRANSIT, and NYC Department of
Transportation...
Hey Everyone!
-
I've basically let this page go fallow, as I was encountering various
issues that I just didn't have time to address. Apologies for that.
I may take ano...
S&P 500: Heard About Those “Magnificent 7” Stocks?
-
Mainly just seven stocks have been holding up the U.S. stock market. As EWI
recently noted: "There has never been such a high weighting in the S&P in
suc...
This is the end
-
Ladies and gentlemen, this is the final post I will be publishing at The
Reformed Broker....
The post This is the end appeared first on The Reformed Brok...
Creative Destruction in Small Business Bankruptcy
-
Two distantly related items caught my eye this morning, as both reinforce
the need for "creative destruction" as a response to all-too-common small
busines...
Understanding the Modern Monetary System – Updated!
-
It’s been over 10 years since I published Understanding the Modern Monetary
System, one of the most widely read papers in the SSRN research database. I
pub...
FTX and an old blog post
-
A long time ago I wrote a blog post about rehypothecation with brokers. It
is - unsurprisingly - relevant again.
In some sense crypto provides fast-track...
Sir…About Those Bonds…And Twitter Chaos?
-
[image: Sir…About Those Bonds…And Twitter Chaos?]
Tensions are high. Someone threw a beer can at Ted Cruz yesterday.
Twitter tensions are very high as wel...
‘Greenflationary’ expectations
-
‘Greenflationary’ expectations
The article below was first published on Carbon Risk
https://carbonrisk.substack.com/. If you like this content please con...
Growth Companies – Getting What You Want
-
What do the growth companies in your field have in common? How are they
doing so well and what can you learn from them? Growth companies usually
make a pro...
MSDS Asam Klorida
-
MSDS Asam Klorida SIFAT FISIKA dan KIMIA Keadaan fisik dan penampilan:
Cairan. Bau: pedas. Iritasi (Strong.) Warna: tak berwarna menyala kuning.
pH (1% s...
Is Admiral’s high yield a warning to investors?
-
For reasons that escape me, UK financial stocks are massively out of
favour. For example, Admiral, one of the UK’s largest motor insurers, has a
dividend y...
The amazing benefits of Anabolic Steroids
-
Steroids and Their Purpose
We all have to start somewhere, and of course we know quite a bit about the
known Steroid cycles ; but there was a time when we...
Elliott Wave Stock Market Update - July 10th
-
The market has continued its rally to higher highs and it doesn't seem like
it wants to stop. We now have a new ATH at 4371 which are NASDAQ levels
s...
Goodbye to Credit Writedowns
-
Good morning everyone, I have some exciting — and also – sad news to tell
you today. First, I am going Bloomberg as a Senior Editor. And I am going
to ...
"Magno Arms" What Does It Indicate? Nothing Good
-
*UPDATE *
As an affiliate of Elliott Wave International I'll be promoting the
following all week:
EWI has given me the OK to share Bob Prechter's April ...
If You're Not the Hunter, Are You the Hunted?
-
I’ve always had a morbid fascination with systemic faults and those that
game them. LOR and portfolio insurance. BARRA risk models. Valeant/Shkreli
in phar...
Join us at The Daily Shot
-
Please join us at *The Daily Shot.*
The Daily Shot® (TheDailyShot.com) is a niche graphical newsletter (see
sample) that is not meant for broad distribut...
Fall 2020 Edition of Graham & Doddsville
-
The students of Columbia Business School just released the Fall 2020
edition of Graham & Doddsville. This release marks the 40th edition! The
new edition...
This feed has moved and will be deleted soon. Please update your
subscription now.
-
The publisher is using a new address for their RSS feed. Please update your
feed reader to use this new URL:
*http://www.alacrastore.com/blog/index.php/f...
This feed has moved and will be deleted soon. Please update your
subscription now.
-
The publisher is using a new address for their RSS feed. Please update your
feed reader to use this new URL:
*http://www.optionmonster.com/cms/rss_feed/i...
THINKING (AND TRADING) IN PROBABILITIES
-
No matter the market conditions it is of vital importance that traders
think in probabilities. It’s easier said than done but once done it
becomes easi...
On the phase one China Trade Deal
-
In an unseemly signing ceremony, with a plethora of US CEOs and government
officials, 3-4 dignitaries from China, and much bravado from President
Trump, ...
Useful CCTV Software for Mobile Phones
-
CCTV Software for Mobile Phones CCTV setups are useful as a crime
deterrent, and they can also provide owners with peace of mind and the
option to check ...
Baufinanzierung – Forward Darlehen
-
Warum ist ein Forward-Darlehen sinnvoll und für die Baufinanzierung extrem
wichtig? Eine Forward Hypothek oder Forward Darlehen ist eine Form der
Anschluss...
Oil Fall
-
The Oil Fall series has now completed with the publication of the final
installment, Waste Crash. The single title, Oil Fall, which bundles up each
section...
웰컴저축은행 전화 텐대출
-
[image: 웰컴저축은행 전화 텐대출]
전화 텐대출 10%대 금리로 10분이내 대출가능여부확인 상품안내 신청대상 만 20세 이상인 소득증빙이 가능한 일반인신청대상 만
20세 이상인 소득증빙이 가능한 일반인 대출한도 50만원 ~ 5,000만원(신용등급 및 소득에 따라...
MACRO LINKS DELAYED POST TEMPLATE
-
Why is it showing the title twice? The Mercenary Macro Links were created
by Justice “Jack” Litle, aka Justice Litle / Jack Litle — the founder of
Mercenar...
Live tweeting the Friday Night Dump
-
We are now offering a subset of our Pro data via Twitter. Find out more by
clicking here: https://premosocial.com/footnotedFND
An important message from Consumer Reports
-
This is our last post on Consumerist.com. We’re deeply proud of all the
work we’ve done on behalf of consumers, from exposing shady practices by
secretive ...
How Value Investors View Bitcoin
-
Howard Marks’ (Oaktree) latest quarterly letter made big waves in the
investing and crypto communities. We’re going to look at Howard’s comments
and the co...
Adjust contrast of a pdf free
-
Closer to the eye of the shooter, this is because Preview is quite
literally applying a filter to each individual page of the PDF you are
saving. the proce...
Gold Miners near a buy zone
-
Gold cleared a several month long consolidation a few weeks ago as it
cleared $1300, and has since been consolidating as it drifts back to […]
The post G...
King Dollar testing triple support with few bulls!
-
King Dollar over the past 30-weeks has experienced a sizable decline, that
hasn’t a ton of times over the past 25-years, see below- CLICK ON CHART TO
ENLA...
A Note to Readers
-
Dear readers, Dispatch will no longer be updated as of July 2017. Visit our
home page for the latest coverage and follow us on Twitter for breaking
news an...
The Market Ticker - The Pattern of The Market
-
*Looks awfully similar to 2008.*
*Rotation back and forth, with most of the gains coming in a handful of big
names with big stories -- but no earnings to...
How Secure is Ferrellgas Partners'18-Percent Yield?
-
One might infer that the market has already discounted Ferrellgas Partners
(FGP-$5.55) reported $628.8 million asset write-down of its disastrous 2015
acqu...
Revving Up the Blogging Engine
-
Hi – I am revving up the blogging engine again! w00t! I will be writing
about partisan politics. Kidding! Really, I’m going to write about fintech,
banki...
Bank of England Speeds Through Bond Buys
-
Two weeks after buying its first corporate bond, the Bank of England has
already spent over 10% of the funds allocated to its 18 month asset-buying
program.
Apple’s Tax in Ireland and the EU – At A Glance
-
The European Union said Apple Inc. owes billions of dollars in unpaid taxes
to Ireland after it ruled on Tuesday that a deal with Dublin allowed the
compa...
A Notice to Readers
-
Dear readers: Venture Capital Dispatch will no longer be updated. For full
coverage of the venture capital industry, our subscription-based WSJ Pro
Venture...
10 StockTwits Follows for you
-
We’ve been on StockTwits since 2009 and are grateful for the opportunity to
be able to first hand watch how the community has grown and matured […]
The p...
A Note to Readers
-
Dear readers: Canada Real Time will no longer be updated as of Oct. 1,
2015. Our continuing coverage of business, economics and politics in Canada
can be f...
An Interview with Jon Boorman
-
“You learn more from your losses than you do your wins.” — @jboorman Most
trading cliches exist for a reason — because most of them are […]
Donald Trump’s Brand Takes a Haircut
-
The Donald Trump brand has been bruised so badly by the presidential
candidate’s controversial remarks on Mexican immigration that some
marketing and licen...
A Notice to Readers
-
Dear readers: Corporate Intelligence will no longer be updated as of July
1. For a real-time analytical look at the day's biggest news, we direct you
to Di...
We’ve Moved
-
As of July 1, 2015, Korea Real Time will serve as an archive only. For the
latest news about the Korean peninsula, please go to our Asia edition.
We’ve Moved
-
As of July 1, 2015, Indonesia RealTime will serve as an archive only. For
the latest news about Indonesia, go to our Asia edition or sign up to
follow our ...
Spring Summer 2015′s celebrity campaigns
-
Justin Bieber for Calvin Klein, Joan Didion for Céline and Miles Teller for
Prada: the spring summer 2015 advertising campaigns include a dynamic
celebri...
Why Active OR Passive?
-
“Democracy is the worst form of government, except for all the
others” Winston Churchill Not sure if it’s me, or the bull market, but the
passive>active ...
Quick Spanish GDP
-
Quarterly Up 0.4%. Big internet stink about the government spending
component, the 3.9% 13Q4 drop having been recuperated in its entirety in Q1
this year. ...
How To Time Your Contrarian Trades – Free Webinar
-
This Thursday, we're co-hosting a free "trading training" webinar with our
colleagues at TradingWins.com.
Our goal is to teach you how to use a few simple...
Onwards and upwards
-
As the market rally falters (perhaps), John Authers and I have a new home
on FT Alphaville.
This blog will no longer be updated, but our occasional thoug...
What to Watch From the Fed Wednesday
-
In her first press conference as Fed chairwoman, Yellen will likely face
questions on the continued reduction in bond purchases and the recent
deterioratio...
Check Out The New Quantifiable Edges!
-
Quantifiable Edges has undergone a complete site overhaul! Part of that
overhaul included moving the blog. New posts can be found at the address
below:
h...
Freenom Closes $3 Million Series-A Round
-
Dutch startup Freenom, the company behind the .tk domain and others, gets
$3 million in Series A financing led by Kima Ventures.
The Oil Drum writers: Where are they now?
-
- Nate Hagens is at The Monkey Trap
- JoulesBurn (Brian Maschhoff) is at Picojoule
- Euan Mearns is at Energy Matters
- Heading Out (Dave...
Twitter Digest: 2013-06-09
-
Given that I block NSA & PRISM tweets, was entertaining tuning into twitter
& trying to figure why everyone was on about Lord Snowdon -> Turned on GoT
toni...
Morning News Roundup
-
News roundup from Indian newspapers, news wires and websites on Tuesday,
April 16, 2013. Deals India has not verified the stories from other media
organiza...
IPO May Value Virtus Health At Up To $712 Million
-
Australia's largest fertility business Virtus Health has begun testing
investors' appetite for an initial public offering that could value the
company as h...
David Cameron says; more fear please.
-
*“I’m so sick of arming the world and then sending troops over to destroy
the fucking arms, you know what I mean? We keep arming these little
countries, t...
Exploring Python
-
GHL has written two very nice Python-related posts. The first is for
highly-technical readers who want to use the new Blaze package ("NumPy
2.0") so badly ...
Hanging up the keyboard
-
I have been appointed Chief Economist at NCB Stockbrokers, which has
recently become part of the Investec family. Due to the time commitments
that my new...