9/9/18: Populism, Middle Class and Asset Bubbles
The range of total returns (unadjusted for differential FX rates) for some…
11/9/18: Slow Recoveries & Unemployment Traps: Hysteresis and/or Secular Stagnation
The twin secular stagnations hypothesis (TSSH, first postulated on this blog) that…
13/9/18: Concentration Risk: IPOs, New Firms Arrivals & Super Stars
Aside from compiling a treasure trove of data, the post brings to…
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…
1/10/18: BRIC Manufacturing PMI dips down in 3Q 2018
BRIC Manufacturing PMIs turned south in 3Q 2018 in line with Global…
2/10/18: Government Debt per Employed Person
We often see Government debt expressed in reference to GDP or in…
3/10/18: Dumping Ice bags into Overheating Reactor: Bonds & Stocks Bubbles
"Supply shortages, induced mainly by central bank quantitative easing have been a…
A Budget Line (budget constraints)
The budget line is an important component when analysing consumer behaviour.…
Law of Diminishing Marginal Utility
Utility refers to the amount of satisfaction a person gets from…
