Posts filed under “Think Tank”

Dallas Fed: Crude Oil Export Ban Benefits Some … but Not All

Category: Energy, Think Tank

Lefsetz: Digital Presence

1. DIGITAL HOME A. Wikipedia Your goal is to be big enough to have a Wikipedia page. It’s the first place newbies go to learn about you. It’s got the imprimatur of authority, people believe what they read, however inaccurate the details may be. We live in an information age and what we want most…Read More

Category: Think Tank, Web/Tech

Mauldin: Bubbles, Bubbles Everywhere

Bubbles, Bubbles Everywhere By John Mauldin August 15, 2014     Easy Money Will Lead to Bubbles Excess Liquidity Creating Bubbles Humans Never Learn Anatomy of Bubbles and Crashes A Few Good Central Bankers Jack Rivkin at His Best Dallas, San Antonio, and Washington DC     The difference between genius and stupidity is that…Read More

Category: Books, Sentiment, Think Tank

Why Didn’t Inflation Collapse in the Great Recession?

Why Didn’t Inflation Collapse in the Great Recession? Marco Del Negro, Marc Giannoni, Raiden Hasegawa, and Frank Schorfheide Liberty Street Economics     GDP contracted 4 percent from 2008:Q2 to 2009:Q2, and the unemployment rate peaked at 10 percent in October 2010. Traditional backward-looking Phillips curve models of inflation, which relate inflation to measures of “slack” in activity…Read More

Category: Federal Reserve, Inflation, Think Tank

Category: Think Tank

Vanguard: Quantifying the impact of chasing fund performance

Vanguard: Quantifying the impact of chasing fund performance

Category: Markets, Think Tank

Category: Think Tank

SKEW-VIX & The Fog of War

SKEW-VIX & The Fog of War David R. Kotok, August 10, 2014     This commentary will include answers to some questions from readers about the SKEW-VIX ratio and why it is important. Here are two issue notes before we address those questions. First, our alarm about the ratcheting up of military action falls into…Read More

Category: Markets, Think Tank, War/Defense

Is Japan’s Population Aging Deflationary?

Category: Think Tank

The 21st Century

INFORMATION OVERLOAD The twentieth century was all about scarcity, making it to the top and then dominating. Today there’s so much information that you feel inadequate. It’s an endless buffet that never closes where you find yourself unable to resist taking one more bite, yet still believe there’s something you don’t know. Distribution used to…Read More

Category: Think Tank, Web/Tech