Financial Markets
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Leave the Gas Station Owners Out of It
“Saddling gas station owners with the blame for a particularly damaging aspect of the ongoing inflation increase is, beyond wildly inaccurate, irresponsible and morally unconscionable.” ~ Peter C. Earle
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Stocks and Bonds Hurt Alike Under Stagflation
“When bonds and stocks decline a lot and simultaneously it suggests inflation is rising rapidly even as the economy is stagnating or contracting (or will soon do so). For most economists today, that combination is near-impossible.” ~ Richard M. Salsman
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No, Putin Didn’t Cause Inflation
“Allowing politicians to blame Putin, corporations, shipping firms, billionaires, insufficient taxation, ‘greed,’ or other tired scapegoats is erroneous and misleading.” ~ Peter C. Earle
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The US-China Currency Rivalry: Choosing Sides
“Whether China’s currency will shave off a sizable portion of the dollar’s global usage is yet to be seen. Still, there is no doubt that the world is entering a new monetary rebalancing.” ~ Ethan Yang & Dorothy Chan
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A Musk Inspired Anti-ESG Takeover Wave?
“If incentives cannot be better aligned between management and stockholders from within, then somebody from the outside must step in so that the economy doesn’t suffer the large costs associated with underutilized assets.” ~ Robert E. Wright
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Twitter: The Tale of the Tape
“These times of polarization pose real challenges to mass marketers. Companies such as Twitter and Disney offend the sensibilities of the mass market at their own peril. And their recent stock prices suggest they could do better.” ~ Clifford F. Thies
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Carl Icahn’s Creative Destruction
“Carl Icahn is a tour-de-force, relentlessly propelling creative destruction over his nearly 60-year career. Creative destruction is sometimes painful but ultimately good, and activist investors like Icahn should be celebrated rather than maligned.” ~ David Waugh
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Zero-Covid Policy Threatens Hong Kong’s Status as an International Financial Hub
“Hong Kong is still the main gateway into China. However, its liberty purge spoiled business confidence, and the long-term effects of ongoing geopolitical tensions are yet to be seen.” ~ Dorothy Chan
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A Tale of Two Squeezes
“Securities and derivative exchanges are woefully far from free markets, worst of all when unrestrained pricing is needed most. And once again, the increasingly distant tendrils of pandemic policies are disrupting the present order, two years on.” ~ Peter C. Earle
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The Meme-Stock Revolution That Wasn’t
“At the end of the day, argues Jakab, most retail investors were left holding the bag. Aside from the identifiable shorts like Gabe Plotkin or Andrew Left, most other Wall Street actors made a lot of money from the episode.” ~ Joakim Book
-
•
Leave the Gas Station Owners Out of It
“Saddling gas station owners with the blame for a particularly damaging aspect of the ongoing inflation increase is, beyond wildly inaccurate, irresponsible and morally unconscionable.” ~ Peter C. Earle
-
•
Stocks and Bonds Hurt Alike Under Stagflation
“When bonds and stocks decline a lot and simultaneously it suggests inflation is rising rapidly even as the economy is stagnating or contracting (or will soon do so). For most economists today, that combination is near-impossible.” ~ Richard M. Salsman
-
•
No, Putin Didn’t Cause Inflation
“Allowing politicians to blame Putin, corporations, shipping firms, billionaires, insufficient taxation, ‘greed,’ or other tired scapegoats is erroneous and misleading.” ~ Peter C. Earle
-
•
The US-China Currency Rivalry: Choosing Sides
“Whether China’s currency will shave off a sizable portion of the dollar’s global usage is yet to be seen. Still, there is no doubt that the world is entering a new monetary rebalancing.” ~ Ethan Yang & Dorothy Chan
-
•
A Musk Inspired Anti-ESG Takeover Wave?
“If incentives cannot be better aligned between management and stockholders from within, then somebody from the outside must step in so that the economy doesn’t suffer the large costs associated with underutilized assets.” ~ Robert E. Wright
-
•
Twitter: The Tale of the Tape
“These times of polarization pose real challenges to mass marketers. Companies such as Twitter and Disney offend the sensibilities of the mass market at their own peril. And their recent stock prices suggest they could do better.” ~ Clifford F. Thies
-
•
Carl Icahn’s Creative Destruction
“Carl Icahn is a tour-de-force, relentlessly propelling creative destruction over his nearly 60-year career. Creative destruction is sometimes painful but ultimately good, and activist investors like Icahn should be celebrated rather than maligned.” ~ David Waugh
-
•
Zero-Covid Policy Threatens Hong Kong’s Status as an International Financial Hub
“Hong Kong is still the main gateway into China. However, its liberty purge spoiled business confidence, and the long-term effects of ongoing geopolitical tensions are yet to be seen.” ~ Dorothy Chan
-
•
A Tale of Two Squeezes
“Securities and derivative exchanges are woefully far from free markets, worst of all when unrestrained pricing is needed most. And once again, the increasingly distant tendrils of pandemic policies are disrupting the present order, two years on.” ~ Peter C. Earle
-
•
The Meme-Stock Revolution That Wasn’t
“At the end of the day, argues Jakab, most retail investors were left holding the bag. Aside from the identifiable shorts like Gabe Plotkin or Andrew Left, most other Wall Street actors made a lot of money from the episode.” ~ Joakim Book