As Routine Ruins Marriage, Obsessive Focus on the FED Kills Independent Thinking in Investing
December 16th, the “lift-off” by the FED, hear the drumbeatBut why do we really focus on the FED that much? ...
Refuting Two Myths about the One-Child Policy in China
This is a Part 4 of a series of articles on: Why the Upcoming Crisis in China would be very painful. Read our previous post here please. Like everywhere else the economic growth rate in China is highly dependent on the growth of its labor force. Therefore, here I will refute two simplistic myths about ...
Part 3: How the Fed Would React to the Coming Crisis in China? Wish they Could Cut Rates NOW
This is a Part 3 of a series of articles on: Why Interest Rates Would Stay Low No Matter What the Fed Says or Does. Read Part 1 and Part 2, please. ...
Part 2: Why lower interest rates lead to higher government debt
This is a Part 2 of a series of articles on: Why Interest Rates Would Stay Low No Matter What the Fed Says or Does. Read Part 1 here, please. ...
Why Interest Rates Would Stay Low, No Matter What the Fed Says or Does
This is a Part 1, starting a series of articles: Why Interest Rates Would Stay Low No Matter What the Fed Says or Does. Part 1: Why does Demography drive interest rates? Because it should Let’s stir the pot: we forecast that the US Treasury 10 Year Yields would oscillate around 2.2% ±50 bps for ...