I’m struggling to find a different way to say the same thing again… Ah, the hell with it. The 10-12 month cycle projection is...
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Radio Free Wall Street
Posts Tagged ‘ Hypothesis ’
Truth Squad 2.0
I wish I had a buck on my balance sheet for each time that I heard a pundit pronounce that corporate balance sheets are in great shape and that they have gobs of cash to unleash on the economy. Of course, you analysts went to business school. Surely y...
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The Minsky Cruise (part 2, Households)
Financial Instability Hypothesis: The idea that over periods of enduring economic expansion that only record a few small recessions, more and more economic units are involved, voluntarily or not, in Ponzi finance. Balance sheets become more sensitive to the nonrealization of expected cash inflows, changes in interest rates, changes in taxes, changes in asset...
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Taking a Minsky Cruise on the Flow of Funds Datastream (part 1)
Financial Instability Hypothesis: The idea that over periods of enduring economic expansion that only record a few small recessions, more and more economic units are involved, voluntarily or not, in Ponzi finance. Balance sheets become more sensitive to the nonrealization of expected cash inflows, changes in interest rates, changes in taxes, changes in asset...
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Verging On Collapse – Professional Edition Fed Report
The market got crushed by a huge wave of Treasury supply this week. No surprise there. We hypothesized just that last week based on the Treasury calendar. Early in the week I was beginning to doubt the hypothesis, but by Friday it became clear that the law of supply and demand is still the...
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