Thoughts on the End Game
Thoughts on the End Game This Time is Different Quarterly Review and Outlook Home Again When I was at Rice University, so many decades...
UK terror threat, defined
The DJ is reporting that the UK raised its terror threat level to ‘Severe’ from ‘Substantial.’ They define...
Engineer’s Guide to Drinks
Start marinating those ice cubes — the weekend is here: > click for bigger graphic Hat tip: Flowing Data
Rise of Consumer Debt
Rate hike odds continue to shrink
Following a week of mediocre economic data, a mixed response so far to earnings season and more steps by China to tame inflation...
The WSJ Responds
After this morning’s WSJ post, I was contacted by several different people from WSJ/Dow Jones I have known over the years. Each of...
SPX Market Cap as a % of GDP
The Swedish Version of TBTF Tax
Today’s must read article is in on the Swedish model of crisis repair: “When it comes to rescuing banks, the Swedes are...