Oct 23, 2020
Once Again, China To The Rescue!
In 2009, China was the first to recover. As growth there surged in 2009, it began pulling the rest of the world away from the brink.Now it seems to be happening again.
Oct 22, 2020
Trump Is Not Cary Grant
By all means support Trump.By all means vote for Trump if you wish (I’d prefer you didn’t).But stop the insanity! Stop making excuses for Trump.
Oct 21, 2020
Moore's Law and Hyperinflation
How you measure price changes is important.
Oct 19, 2020
The September Retail Sales Shocker
This is a very odd recession.
Oct 16, 2020
China Is Losing The Soft Power War
While China avoided losing its trade war with America, it is shooting itself in the foot when it comes to the war of ideas.
Oct 14, 2020
Did China Win The Trade War?
China may not have won the trade war but the US definitely didn't.
Oct 1, 2020
We're All Howard Hughes Now
There's plenty of reasons for pessimism.
Sep 28, 2020
Trump's rhetoric matters as much as his policies.
Sep 22, 2020
The Good, The Bad & The Horrific
There's a better way to organize the COVID data.
Sep 15, 2020
We Should Have Panicked In January
In retrospect, it would have been far better if Americans had panicked in January and February in response to the Covid-19 threat.
Sep 9, 2020
Is The Keynesian Spell Finally Breaking?
This is not a recession that will respond to stimulus.
Aug 27, 2020
Fed Policy Has Not Been Stimulative This Year
It doesn’t much matter how you measure monetary stimulus, the Fed hasn’t done much of it during 2020.
Aug 24, 2020
Questioning Beliefs, Questioning Motives
People are often unwilling to accept the fact that other people believe what they claim they believe.
Aug 13, 2020
The Bubble Century
Over the past decade, I’ve frequently argued that this will be the century of “bubbles”. I use scare quotes because bubbles don’t actually exist—i.e....
Aug 6, 2020
This Madness Will Not End Well
Before becoming president, Trump said things that were so bizarre and so offensive that most people assumed he could not possibly be serious. They’d say things like,...
Jul 31, 2020
The Wasted Ammunition of Fiscal Spending
Why give $1200 to middle class people with stable jobs who were actually benefiting from a decline in the cost of living?
Jul 24, 2020
Two Deaths Delayed Is One Death Denied
Back in April, I saw some people making the argument that social distancing is a bad idea. They claimed that it would only delay the inevitable, and that herd immunity was the only...
Jul 17, 2020
What Year Is It?
The more things change....
Jun 30, 2020
Look For Taxes To Be Increased Sometime In the Year 2021
Jun 22, 2020
Hard Money Is Giving Us Socialism
Inflation or socialism. It seems we've chosen socialism.
Jun 15, 2020
The Second Time As Farce
Am I half right?
Jun 5, 2020
How Bad Virus Policies Lead To Nationalism
Virus policy differences create animosity between countries.
Jun 2, 2020
The Shiller Model Of The Stock Market Is Wrong
Why are stocks doing so well?
May 22, 2020
Occam's Razor & Chinese Conspiracies
Conspiracy theories are a powerful drug, as Penn Jillette once observed (in a Joe Rogan interview.) So powerful that people rarely stop to consider how implausible many of the claims...
May 19, 2020
How This Recession Might Be Different
Shortest recession ever?
Apr 27, 2020
The 21st Century Sucks
It’s been all downhill since 2001.
Apr 9, 2020
Wall Street, Main Street & The Fed
The Fed seems to be trying to save Wall Street and Main Street this time around but they could do so much more.
Apr 8, 2020
The WHO Is Both Stupid & Immoral
They refuse to even say Taiwan and ignored their warning about human to human transmission.
Apr 1, 2020
Infrastructure Spending Will Not Create Jobs
When the crisis is over monetary policy will determine the level of employment.
Mar 14, 2020
A Monetary Antibiotic For The Economy
The Fed cannot cure a common cold, but it may be able to prevent the cold from developing into bronchitis or pneumonia.
Mar 11, 2020
A Bold Plan: What The Fed Should Do Right Now
The Fed could do a lot more.
Feb 28, 2020
Process Is Almost Everything
Character is destiny.
Feb 24, 2020
Here We Go Again
There's a renewed danger of recession this year, and to explain why it's worth revisiting the recent past.
Feb 21, 2020
Japan's Meaningless Recessions
If these are recessions give me more.
Feb 11, 2020
We Aren't Very Good At This Foreign Policy Stuff
Our track record isn't very good on interventions.
Feb 3, 2020
The World Is Increasingly Fragile
As we get richer and safer, we also get more cowardly, more picky, more sensitive (safe spaces!), more discriminatory, more impatient, etc. Thus the gains from progress are largely...
Jan 24, 2020
Where Are All The Workers Coming From?
In 2019, payroll employment rose by slightly over 2.1 million. That's actually the slowest growth since 2011.And yet it is still pretty impressive, given the low unemployment rate...
Jan 17, 2020
The Golden Age Of Fed Policy Begins
The Fed is learning.
Jan 6, 2020
How Tax Reform Is Boosting Measured GDP
The Financial Times reports that the recent corporate tax reform is beginning to encourage companies to bring intellectual capital back to the US:Google has overhauled its global tax...
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