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Sep
5th
Sun
permalink
The Optimistic Thought Experiment | Hoover Institution

Masterpiece by Paypal co-founder and hedge fund manager Peter Thiel.
Tags: peter thiel   finance   economics   politics   hoover  
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Sep
3rd
Fri
permalink
CHART OF THE DAY: The Scariest Jobs Chart Ever

CHART OF THE DAY: The Scariest Jobs Chart Ever

Tags: jobs   economics   US   unemployment  
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Jul
18th
Sun
permalink
Blockade the tax havens | Willem Buiter's Maverecon | FT.com

When the going gets tough …
Tags: government debt   tax   economics   switzerland   austria   tax havens  
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Jul
16th
Fri
permalink
U.S. nonfarm payrolls in manufacturing are down 7 million from 1980 peak, at 1945 level.

U.S. nonfarm payrolls in manufacturing are down 7 million from 1980 peak, at 1945 level.

Tags: economics   US   employment   manufacturing  
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Jul
15th
Thu
permalink
Google Trends: double dip
Tags: finance   economics   google  
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Jul
14th
Wed
permalink
The Hangover Theory - By Paul Krugman - Slate Magazine

Insightful critique of Austrian theory by Paul Krugman.
Tags: paul krugman   austrian   keynesian   keynes   economics   depression   deflation   money  
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Jul
12th
Mon
permalink
A Tale of Two Jobless Figures - WSJ.com

A Tale of Two Jobless Figures - WSJ.com

Tags: spain   UK   unemployment   economics   wage   competitiveness  
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permalink
Will Public Austerity Cause Private Sector Paralysis?

Must-read analysis of ex-ante vs ex-post private, public and foreign financial balances by Goldman Sachs’s Jan Hatzius.
Tags: economics   financial balance   current account  
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Jul
8th
Thu
permalink
In the figure below, I show two series. The red line (left scale) is nonresidential fixed investment spending – basically, business investment — as a percentage of GDP, from the BEA. The blue line (right scale) is the output gap — the percentage difference between real GDP and the CBO’s estimate of potential real GDP. (via Why Isn’t Investment Higher? - Paul Krugman Blog - NYTimes.com)

In the figure below, I show two series. The red line (left scale) is nonresidential fixed investment spending – basically, business investment — as a percentage of GDP, from the BEA. The blue line (right scale) is the output gap — the percentage difference between real GDP and the CBO’s estimate of potential real GDP. (via Why Isn’t Investment Higher? - Paul Krugman Blog - NYTimes.com)

Tags: business   finance   gdp   economics   investment   paul krugman  
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permalink

Economist and FT on Private Deleverage vs Public Borrowing

Martin Wolf explains why extra government borrowing will be met by increased private (mostly corporate) savings, à-la Japanese lost decade. In general it makes a lot of sense, even though it makes two strong assumptions:

  1. the somewhat paradoxical net flow of capital from developing to mature countries via reserve accumulation and currency manipulation will continue indefinitely
  2. dollars and pounds will still be considered a safe heaven

On private corporation deleverage, The Economist has a good article on this week print edition (“Show us the money”) on increased cash generation by US and UK companies, due to lower investments.

Tags: finance   economics   government debt   US   UK   japan   savings   investment   deflation   deleverage   FT   economist   martin wolf  
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