Tag Archive for Uncategorized

A Ramble on Puerto Rico

To me, the big, big, big Macro economic factor is population growth (or the lack of it). Coupled with population growth is the rate of aging within the population. I don’t care what the Fed and all the other CB’s do to push back on the deflationary consequences of demographics. Those forces of will trump the CB’s efforts, it’s just a matter of when.

On Lewis and HFT

I’m amazed at what’s happened since the Mike Lewis/60 Minutes interview. It’s like the book has unearthed some heretofore unknown information. As a result of these ‘revelations’ the Press has gone mad (it’s a global story), and the FBI, SEC and DoJ have announced they are looking into the evils of HFT.

Food Price Inflation Scares The Fed

Stock markets around the world fell today, led by the 246 point dive, or 1.5%, for the U.S. Dow Jones Industrial Average and the 1.9% drop for German stock market index. Analysts generally pointed to worries about a shrinking Chinese lending and the potential trade war between Russia and the West, but I am more […]