Shareholder value eclipsed safety as a top
priority, with catastrophic consequences.
Monday, January 20, 2020
Sunday, January 19, 2020
The 2020s - What Will the New Decade Bring?
Some Strategists Say Get Ready for ‘Peak Decade’
Economic forecasters got the 2010s wrong. What will
the next decade bring?
The Global Economy’s Luck May Run Out
https://www.project-syndicate.org/commentary/global-economy-outlook-2020-and-five-years-out-by-mohamed-a-el-erian-2019-12
As a Disorienting Decade Closes, a Perilous One Begins
https://www.nytimes.com/2019/12/11/opinion/western-democracies-china-russia-protests.html
As a Disorienting Decade Closes, a Perilous One Begins
https://www.nytimes.com/2019/12/11/opinion/western-democracies-china-russia-protests.html
Friday, January 17, 2020
China’s Long-Term Economic Challenges
Beijing is turning its back on the private sector,
a main driver of growth.
China’s Birthrate Hits Historic Low, in Looming
Crisis for Beijing
Thursday, January 16, 2020
Forecasts in Political Science
An interesting read:
Political science has its limits when it comes to
presidential prediction
DAVID SCHULTZ notes:
“The study of politics goes back to the Greek
philosophers Plato and Aristotle. Yet modern political science is a construct
of the post-World War II era, a response to the challenges of modern science ...
Looking at these accomplishments, some sought to make the study of government
and politics a science. A scientific study of politics meant building models
that could mathematically predict events, much like physicists or chemists can
calculate or predict molecular or chemical reactions. Prediction included the
concepts of description and explanation. This is what the “science” in
political science meant.”
US Economy and the 2020 Election
The Truth About the Trump Economy
Trump Fans or Not, Business Owners Are Wary of
Warren and Sanders
The Trouble with Housing
The West’s biggest economic policy mistake: Its
obsession with home ownership undermines growth, fairness and public faith in
capitalism
Housing is at the root of many of the rich world’s
problems
Related:
The Fed and the Repo Market
Implementing Monetary Policy in a Changing Federal
Funds Market
Understanding Recent Fluctuations in Short-Term
Interest Rates
How Did the Fed Funds Market Change When Excess
Reserves Were Abundant?
Big Banks and the US Repo Market Crisis
https://www.bloomberg.com/news/articles/2019-12-08/repo-blowup-was-fueled-by-big-banks-and-hedge-funds-bis-says
The Longer-Term Lessons of the Repo Turmoil
Repo Meltdown Shows Budget Deficit Has Limits
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