Todd Buchholz was on CNBC this morning. I have recommended his book "New Ideas from Dead Economists" in the past. He may be a...
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Yesterday’s moonshot was a marvelous thing to behold. The market took off on soft PPI and housing data, lit the second stage...
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The Minutes of the FOMC meeting of March 27-28, 2006 were just released. The money quotes show up towards the end (about 4th to...
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We started beating the M3 drum back in November 2005. It seemed to us — on the basis of the rapid increase in M3 versus M2 alone...
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The WSJ discusses one of the nasty side effects on Mortgages and Real Estate of rising rates and slowing real estate: Delinquencies and...
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Barron’s jumps on the "We Have Inflation" bandwagon this week, with two editorials acknowledging what Big Picture readers...
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> Bloomberg reports that a "Revolutionary" Federal Reserve study is "shaking economists’ forecasts by suggesting...
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In 2002, the Yield Curve was extremely steep, with short term rates at half century lows. This was extremely stimulative to economic...
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"So much for the inverted yield curve." >Or so says a recent Bloomberg column. If I read this correctly, any inversion that...
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Why have yields on US Treasuries been so much above other nations? I am not referring to the recent spurt on the 10 year towards 4.98%;...
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