Tito's Blog

Random thoughts on entrepreneurship,
venture capital, private equity,
world finance and global economy

Archive

About

Get Updates

 Subscribe to RSS feed

Favorites
Slice of MIT, ZeroHedge, Baseline Scenario, Tito's News

Hello! You should follow me on twitter to keep in touch!

Feb
5th
Sun
permalink
 
As I will continue to say until I am blue in the face, you can’t rather suddenly add 3.5 billion people to the free market (half the world’s population) and not expect the 700 million people in the developed world to remain competitive at dramatically higher wages than those accepted by the new arrivals.
Tags: US   deflation   economics   inflation   fed  
2 notes   Comments (View)
Jan
28th
Sat
permalink
 
Tags: economics   euro   europe   M3  
5 notes   Comments (View)
Jan
8th
Sun
permalink
 

Japan’s Not So Lost Decade

Japan is not that bad after all when compared to the US.

Tags: japan   economics   US   lost decade  
Comments (View)
Dec
29th
Thu
permalink
 
Gross Private Savings minus Gross Private Investment

Gross Private Savings minus Gross Private Investment

Tags: economics   savings   investment   balance sheet recession  
Comments (View)
Dec
15th
Thu
permalink
 

Mandatory reading: Richard Koo expands his balance sheet recession framework to include the Eurozone crisis. This is the best olistic macroeconomic framework I know today.

Source: Richard Koo On Why Europe’s Austerity Will Cause Deflationary Spiral
Tags: economics   eurozone   balance sheet   deflation  
7 notes   Comments (View)
Dec
9th
Fri
permalink
 
It all adds up to one of the most disastrous summits imaginable. A continent which has risen to multiple occasions over the past 66 years has, in 2011, decided to implode in a spectacle of pathetic ignominy. Its individual countries will survive, of course, albeit in unnecessarily straitened circumstances. But the dream of European unity is dissolving in real time, as the eyes of the world look on in disbelief.
Tags: economics   europe   eurozone   euro   summit  
Comments (View)
Nov
21st
Mon
permalink
 
Tags: imf   economics   open data  
17 notes   Comments (View)
Nov
20th
Sun
permalink
 
Calls for a fairer system will not go away. If anything, they will spread and grow louder. The West has no choice but to strike a better balance - between capital and labour, between current and future generations, and between the financial sector and the real economy.
— Mohamed El-Erian (CEO of PIMCO) The anatomy of global economic uncertainty
Tags: economics   finance   pimco  
Comments (View)
Nov
10th
Thu
permalink
 
Tags: greece   italy   economics   government debt   euro  
26 notes   Comments (View)
Nov
7th
Mon
permalink
 
Tags: economics   generational conflict   babyboomers  
Comments (View)