Economics Archive

• 0Thursday, August 13, 2009

  Replies on the SED/China-US currency/trade debate

  Update: Prof. John Ross backs me up with the facts: Michael Pettis has repeatedly stated that consumption is falling as a...
• 0Tuesday, June 30, 2009

  Unrealistic Appreciation Expectations

  Prof. Shiller of the Case-Shiller index weighs in with a single statistic pushing through his lengthy argument. Hat tip Kway...
• 0Sunday, June 21, 2009

  Michael Cohrs: The Financial Crisis and the Future

  from lecture notes courtesy of: Michael Cohrs Member of the Board, and Group Exec Com Deutsche Bank Peking University April 29 2009
• 0Tuesday, April 28, 2009

  Economic Recovery, Part 2: U.S. Housing

  NB: Shortly after I posted this, David McSwain showed me my “unknown unknowns”, the Black Swans of legend – the...
• 0Sunday, July 27, 2008

  The Case for Expensive Oil

  Businessweek publishes an article that is years overdue – but it is also very timely. http://www.businessweek.com/magazine/content/08_31/b4094000658012.htm