The Real (Cynical) Reason Why Japan Made Interest Rates Negative
Financial commentators are all fired up over-debating why the BOJ (Bank of Japan) decided to bring the benchmark rates into the negative territory. They seem surprised, and clearly animated. But should they be? ...
Framework to China GDP: It Can’t Outgrow 5%
We suggest a very intuitive approach to quantify the GDP growth for #China using the Supply side economics framework. ...
Why Markets Will Stabilize This Week
No matter how convinced we are about the upcoming global recession, a strong bounce in capital markets in almost all markets is coming. I hereby declare that we will have a notable bounce in Equities this week (Jan 12th). I am talking about a tactical bounce. ...
Why Every 1% Drop in China’s GDP Hurts so Badly
While economists and financial journalists debate largely irrelevant decimals of a China missing or hitting GDP growth target by 0.1% let’s illustrate why the downshift to a more sustainable growth would be so painful. ...
Filter 2016 Forecasts Through Author’s Track Record
We already see hundreds of real and made-up experts broadcasting their views on 2016: “Best Ideas for 2016”, “Top 10 Investments for the next year”, etc. ...
Cheap Oil Hurts More Than Rates Hike
Let’s laugh the crap out of economists for feeding us the misinformation for years that the low price of oil would be great for the US economy! ...