Noted for your Tuesday morning ruminations or procrastination – take your pick. These are some of the reports and news items that I read on Monday and early morning in preparation for the Tuesday’s action. Some of investment and trading related, some are economics related and some are for fun. Two Measures of Inflation and Fed…

Noted for your morning ruminations or procrastinations – take your pick. These are various news items that I have read over the weekend and early Monday morning in preparation for the trading day. I made notes as I read these articles. The new world of business – Finally, even in regions where growth is uneven, there are emerging…

Noted for your weekend ruminations or procrastinations – take your pick. These are various news items that I have read during the past day and early morning trying to understand and digest week’s events. I make notes as I read the articles. Some are trading related, some are economics related and others are just for intellectual stimulation…

Noted for your morning ruminations or procrastinations – take your pick. These are various news items that I have read during the day and early morning in preparation for the trading day. I make notes as I read the articles. Some are trading related, some are economics related and others are just for intellectual stimulation. The Germans Are…

Noted for your morning ruminations or procrastination – take your pick Finding a Tax Cut at the Pump – I would call lower oil prices “good deflation”—they’ll help reduce the costs of things that consumers are somewhat locked into paying for, like the gas for their cars or the heat in their homes.  But technology,…

Noted for your morning ruminations or procrastination – take your pick. The “Efficiency” of the Market Doesn’t Matter to Smart Investors The EMH is essentially a political construct that argues that discretionary intervention is useless because “the market” is smarter than everyone else. It is a political argument against discretionary intervention that was constructed to…

Noted for your morning ruminations or procrastination – take your pick.  Grexit: it is not the debt, it is the future. The reality is that so far EMU has been built in an asymmetric way: the ECB was designed as a strong anti-inflation central bank with the Bundesbank in mind and that served a purpose…

Noted for your morning ruminations or procrastination. The Oil Crash Is Making The Strong Stronger A survey of 225 companies by Barclays, a bank, forecasts that if crude settles in a range of $50-60 a barrel (it was below $50 in the middle of this week) the industry worldwide will cut its capital spending by…

Noted for your weekend ruminations or procrastination. Disinflation And Weaker Growth Put Pressure On Asian Central Banks Chinese factories were forced to cut prices for the sixth straight month in January to sell their products, while economic growth in South Korea slowed sharply, raising the prospect of more policy easing from major central banks in…

Noted for you morning ruminations or procrastination Why The China Pessimists Will Be Proved Wrong Sustainable quality growth is the watchword for 2015. There is a near consensus that China’s economic growth will cool further in 2015. Some analysts are predicting a growth target of about 7.3% this year, but many think the official growth target is…