Historical Archives

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Follow Up On Japan

I have been pointed toward an alternate explanation for what I described as Japan’s potential tipping point. Scott Sumner (and others) is arguing that the tremendous increase in importation of goods into Japan is a sign Abenomics is actually working. His reasons relate to the orthodox idea of a “demand shock”, ostensibly how he classifies the [...]

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Seth Klarman Compares Phony U.S. Economy to “The Truman Show”

Seth Klarman is one of the most talented fund managers of our time. I have been consistently awed by his intelligence and consistent performance, as well as a strong sense character and honestly. ValueWalk just put together a synopsis of … Continue reading

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How Abenomics Is Sinking Japan Inc.

The concept of a tipping point is remarkably easy to relate in the physical world that we actually experience day-to-day. We all have intuitive sense of it owing from that concision and familiarity. In more complex systems analysis, that innate “feel” is no less applicable, particularly where it is transparent, thus making it more confounding [...]

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Secretary Kerry: Haircut In Search Of A Brain

     So, now we are threatening to start World War Three because Russia is trying to control the chaos in a failed state on its border — a state that our own government spooks provoked into failure? The last time I …

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NASDAQ 10,000 – Or Something

“Paranormal liquidity stimulus” leads to “paranormal activity” to deliver that “parabolic overshoot” in asset prices. And there is no bubble in sight, not even in the Nasdaq Biotech index, which is up a cool 375%. Mo...

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Extraordinary Popular Delusions

If you had told me in 2009 that in a few short years everyone would forget about the dot com bubble and the real estate bubble and go back to doing the things that got them into so much trouble, I would have laughed in your face.

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Tighter Capital Controls in Ukraine, Transaction Limit About $100; New Head of Ukraine's Navy Defects After 1 Day

Intent on stopping 'destabilizing forces' (runs on the bank), Ukraine's Privatbank Limits Cash Withdrawals, Loans.

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A Clean Kill of the Keynesian Demand Shortfall Error

The only way aggregate demand can exceed aggregate supply is if new credit is created, thereby enabling spending before income or consumption before production...

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Friday FOMC Memories: Wachovia and Bagehot

Despite the obvious disinterest from pretty much everyone in the media, I still find tremendous relevance and value in the 2008 FOMC. The entire year was spent in a comedy of errors

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Eurozone in Deflation; Monetarist Mouthpieces Will Scream

The true measure of inflation is credit expansion. And for the second month, credit contracted in the Eurozone.

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