General Concepts 1 min read
9/9/18: Populism, Middle Class and Asset Bubbles
The range of total returns (unadjusted for differential FX rates) for some key assets categories since 2009 via Goldman Sachs…
THE LATEST THINKING
Every story.
Browse our articles in publication order, with new stories added automatically.
General Concepts 9 min read
11/9/18: Slow Recoveries & Unemployment Traps: Hysteresis and/or Secular Stagnation
The twin secular stagnations hypothesis (TSSH, first postulated on this blog) that combines supply-side (technological cyclicality) and demand-side (demographic cyclicality)…
General Concepts 2 min read
13/9/18: Concentration Risk: IPOs, New Firms Arrivals & Super Stars
Aside from compiling a treasure trove of data, the post brings to light some interesting observations, not necessarily central to…
General Concepts 3 min read
13/9/18: Shares Buybacks Swallow much of Trump’s Corporate Tax ‘Reforms’
A recent post from the U.S. Fed looked at how companies with large holdings of cash abroad have used those…
General Concepts 2 min read
1/10/18: BRIC Manufacturing PMI dips down in 3Q 2018
BRIC Manufacturing PMIs turned south in 3Q 2018 in line with Global trend, but leading that trend to the downside.…
General Concepts 2 min read
2/10/18: Government Debt per Employed Person
We often see Government debt expressed in reference to GDP or in per capita terms. However, carry capacity of sovereign…
General Concepts 4 min read
3/10/18: Dumping Ice bags into Overheating Reactor: Bonds & Stocks Bubbles
“Supply shortages, induced mainly by central bank quantitative easing have been a major factor driving asset markets, in our opinion. …
General Concepts 3 min read
A Budget Line (budget constraints)
The budget line is an important component when analysing consumer behaviour. The budget line illustrates all the possible combinations…
General Concepts 4 min read
Indifference curve analysis
The aim of indifference curve analysis is to analyse how a consumer chooses between two goods to get maximum satisfaction.…
General Concepts 3 min read
Law of Diminishing Marginal Utility
Utility refers to the amount of satisfaction a person gets from consumption of a certain item.and marginal utility refers…
General Concepts 3 min read
Consumer Behaviour
A consumer is someone who makes demands in the market. If there is no consumer then there would be…
General Concepts 4 min read
Factors affecting Elasticity
Elastic means flexible demand and Inelastic means Fixed demand. · Availability of substitutes · Postponement of consumption · Proportion of expenditure (needles: inelastic;…
