Posts filed under “Politics”

A Wonderful Circus

Thats how the FT’s delightful Martin Wolf described the recent silliness in Washington DC:

 

Click for video
martin wolf

Category: Politics, Really, really bad calls, Video

The Truth About the Deficit

Yesterday, I was on Pete Dominick’s Sirius XM Satellite radio show (audio below). A caller asked about how to close the deficit. His comments revealed that his concern about the deficit was merely a ruse, a tool to be used to achieve very different goals. If you are truly concerned about deficit, then what you…Read More

Category: Mathematics, Politics, Really, really bad calls

If you want to understand the government shutdown and crisis in Washington, you need to get inside the base of the Republican Party. That is what we are doing in the Republican Party Project and these focus groups with Evangelicals, Tea Party, and moderate Republicans. All the passion, nuances and divisions found expression when we…Read More

Category: Data Analysis, Politics, Psychology, Think Tank

Deal Done!

Deal Done! David R. Kotok October 16, 2013     Deal done! Lesson 1. There will be no default. Disgraceful, divisive Democrats and ridiculed, repugnant Republicans, who share blame equally for this horrendous example of poor governance, are aware that the country must not default. They agree on that. So, no default! Lesson 2. Government…Read More

Category: Politics, Think Tank

Who Goes to Work? Who Stays Home?

Click for interactive graphic Source: NYT

Category: Employment, Politics

How the Government Pays Its Debt

Click for interactive graphic Source: Washington Post

Category: Politics, Taxes and Policy

The Obamacare Portfolio

On Investing: The Obamacare portfolio By Barry Ritholtz, October 6, 10:11 AM       Investors are best off when they leave their party affiliation and partisan views behind. I’ve said it before: “Washington, I’m here to tell you, politics and investing don’t mix. Your politics are killing you in the markets.” Keeping your emotions…Read More

Category: Apprenticed Investor, Investing, Politics

All Holders of U.S. Treasury Debt

Everyone The U.S. Government Owes Money To, In One Graph broken down by category and by how much government debt they hold   Source: NPR

Category: Credit, Digital Media, Politics, Really, really bad calls

Look Out Below, Government Shutdown 2nd Week edition

click for updated futures   US Futures are deep in the red, as we begin the third second week of the government shut down. In theory, some 25% of the US economy may soon end up off line. We are not there yet, but that is the short term negative. The worst case scenario is…Read More

Category: Markets, Politics, Really, really bad calls

ObamaCare: Investing Advice for Senator Ted Cruz

>   My Sunday Washington Post Business Section column is out. This morning, we look objectively at Obamacare — not the politics of it, but the investing aspect. Its called: On Investing: The Obamacare portfolio. My conclusion? If you were an objective observer of the legislation when it passed, and then again when the Supreme…Read More

Category: Apprenticed Investor, Politics, Psychology, Really, really bad calls