Showing posts with label Bubbles. Show all posts
Showing posts with label Bubbles. Show all posts
Thursday, March 29, 2018

Sexy is scary I

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Butterwood argues in the Economist t hat the U.S. stock market is overvalued.  At 32.8, the Cyclically adjusted price earnings ratio (CAPE...
Friday, February 16, 2018

James Grant And Nouriel Roubini on Macro Risk

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James Grant and Nouriel Roubini square off at the Octavian Institute:
Thursday, October 19, 2017

What Happens to Tesla, If It Can Not Produce a Half Million Electric Cars Next Year?

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In the Wall Street Journal (10/6/2017), we fin that "Tesla Needs to Pick Up the Pace of Production:" 7:00AM Tesla's super a...
Tuesday, September 29, 2015

How the Interest Rate "Super Cycle" Pressures Insurance Comapnies: Allianz

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Allianz is one of  the World's largest insurers.  Here Allianz's chief executive, Oliver Bäte, speaks with Alistair Gray, who covers...
Saturday, August 16, 2014

A Different Take on the Two Tier Corporate Jet Market

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Michael Stothard, the FT’s Paris correspondent, reports from the Farnborough air show: Business Jets on the Rise (see the 3:5...
2 comments:
Monday, September 02, 2013

Cheap Or Dear?

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Cheap or dear? That is the question: Whether it is nobler for the pocketbook to buy stocks or sell them! Aye, there's the rub.   Th...
Saturday, October 22, 2011

Tom Hoenig Nominated to Be the Vice Chair of the FDIC

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Wow! I do not know to what party Dr. Thomas Hoenig belongs, but he has been great on the FOMC (the Federal Open Market Committee that...
75 comments:
Thursday, June 16, 2011

FT interview with Carmen Reinhart, co-author of This Time is Different, about the crisis in Greece

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This Time Is Different: Eight Centuries of Financial Folly Carmen M. Reinhart & Kenneth S. Rogoff Joseph Count de Maistre once wrote o...
1 comment:
Sunday, June 06, 2010

Stephen Roach: Unconscionable Policy Blunders

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Stephen Roach, t he chairman of Morgan Stanley Asia on the bittersweet taste of vindication and China's role in the economic crisis:
Tuesday, June 01, 2010

Bursting Bubbles Leave Their Marks

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March 9 is the tenth anniversary of the crash of Nasdaq's bubble. In this FT.com video,John Authers opines that we are still sufferin...
Wednesday, May 19, 2010

The Voice Crying Out In the Wilderness

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Maria Anastasia O'Grady normally writes about Latin America.  She is the Wall Street Journal 's Americas columnist.  Perhaps her exp...
Tuesday, May 18, 2010

Here Is One Investor Who Thinks Fighting Bubbles Is In Dr. Bernanke's Job Description!

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Many still think Alan Greenspan walked on water.  Jeremy Grantham is not one of them.  The good Dr. Greenspan seemed to think that preventin...
Tuesday, January 26, 2010

Do You Care a Rap About the Business Cycle?

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John Maynard Keynes was perhaps the most imposing economist of the Twentieth Century.  He is the father of macroeconomics (John Hicks might ...
1 comment:
Saturday, January 09, 2010

Dr. Hoenig, the Hawk: We Need More of Them

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Dr. Thomas Hoenig, President of the Kansas City Federal Reserve Bank, has been known as a monetary policy hawk in the past. If he has been p...
1 comment:
Thursday, October 15, 2009

The State of General Aviation and the Consequences for Wichita

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The National Business Aviation Association conference is opening in Orlando, Florida next week.  It and surrounding events will provide foc...
1 comment:
Tuesday, July 21, 2009

Yes, Virginia, the Fed Does Have An Exit Strategy

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It seems literally Providential that Dr. Ben Bernanke was chairing the Board of Governors when the financial crisis hit. He, as a young res...