Thu 2008-07-10 00:00 EDT
Brad Setser: Follow the Money >> Blog Archive >> Why not more articles on China's reserve growth? And just who are Chinese banks lending to?
article; blogs Archive; Brad Setser; China's reserve growth; Chinese bank lending; follows; just; money.
Sun 2008-07-06 00:00 EDT
Jesse's Café Américain: Lessons from the Panic of 1907: "almost all panics and crashes are preceded by sustained periods of artificial growth, not based on improvements in productivity, but by a false expansion in the money system, aided and abetted by speculators and financiers." "almost all panics and crashes involves relatively small groups of people who seem to be at the heart of the matter, and are closely interlinked into small cartels of corrupted self-dealing, involving the accumulation of enormous personal fortunes." "always the overextension of credit and excessive leverage" "A free and just society is not a prize to be won or a gift that can be bestowed; it is a recurring commitment, an enduring obligation."
Thu 2008-06-26 00:00 EDT
Brad Setser: Follow the Money >> Blog Archive >> Why not more articles on China's reserve growth? And just who are Chinese banks lending to?
article; blogs Archive; Brad Setser; China's reserve growth; Chinese bank lending; follows; just; money.
Wed 2008-06-11 00:00 EDT
Winter (Economic & Market) Watch >> The "Growth" Twin Mandate; shipping rates up 8x since 2004
Wed 2008-06-11 00:00 EDT
Jesse's Café Américain: What is Really Spooking Wall Street - Policy Change is in the Wind; Joseph Stiglitz on rethinking growth; Jesse: we have ringside seats to history...times of change and crisis are times of volatility, fresh trends, and opportunity
Jesse's Café Américain; policy changes; Really Spooking Wall Street; wind.
Tue 2008-05-13 00:00 EDT
by Brad Setser; perhaps "the rise in inflation in the Gulf and China and the difficulties both are facing trying to sterilize the rapid growth in the foreign assets is an indicator that there is a small risk that the US also might end up being a bit too large for the emerging world to save"
Sun 2008-03-23 00:00 EDT
"Many of the stated economic gains have been a false ghost. Whether it was overstated job creation (NFP), understated inflation (CPI) or "inflated" growth (GDP), a shocking amount of the debate about the economic expansion has been primarily spin."
Big Picture; good times; investment; K; Mirage; Post-Fact Society.
Mon 2008-01-07 00:00 EST
"increasingly enthusiastic about the emerging 'dispersion' in valuations"; distinguish alpha, beta, risk free returns; alpha responsible for majority of the returns in the Strategic Growth Fund over time
2008; hinges; Hussman Funds; January 7; mind; Pandora's Box; weekly market comments.
Fri 2008-01-04 00:00 EST
"people could enjoy the fruits of technological progress with a mixture of increased leisure and a more congenial and relaxed working life"
Mon 2007-12-03 00:00 EST
Winter (Economic & Market) Watch >> Ministry of Truth to Rectify Key Economic Data; understating inflation; overstating growth; truck tonnage, container traffic confirm slack demand and recessionary conditions
economic; Market; ministries; Rectify Key Economic Data; truth; watch; winter.
Wed 2007-11-21 00:00 EST
Financial Hypocrisy, by Joseph E. Stiglitz; "capital market liberalization brings instability, but not necessarily growth"; "while the current system may lead to unnecessary instability, and impose huge costs on developing countries, it serves some interests well"
