Tag Archive: SECULAR STAGNATION

Preparing To Be Unprepared For The Minsky Moment

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** Help, my son wants to read Economics for his GCSE examinations… Continue reading

BONDS IN CONVERSATION : TIME FOR A BLUE MOON

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What a week and what a time for renewal. Renewed selling in Chinese stocks, renewed EM bashing, renewal in Malaysia with a fire that destroyed evidence and hopefully, they can start afresh, and… Continue reading

The Secular Stagnation Reality Revisited

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An economics professor who is not an economist. Imagine my exasperation at our conversation, complete with disdain on his part ? For he has no cares about the state of the markets from… Continue reading

Bonds In Conversation : Change of Month, Change of Heart

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We had a change of month and a change of heart, it seems, in the markets. Alibaba timed the market high this round and we are down over 3% from that fateful 18th… Continue reading

Market Thoughts – How About Secular Complacency ?

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The noisy minority continues to bleat … “secular stagnation”, “complacency”, crash, crash, crash is coming. “secular stagnation” was brought up by Larry Summers in December last year and I have been quite a… Continue reading

CAT BONDS, LONGEVITY BONDS, We Need Kids Not Bonds

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It was a year ago when my friend, Dialastrategist, wrote a piece on Catastrophe bonds and how nicely they would fit into a portfolio, for the random uncorrelated risk that they present. One… Continue reading