Financial Markets
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Putin, Ukraine, and Covid
“Russia is not, by far, the only nation for which the Covid pandemic starkly exposed a variety of limitations. But whether in volumes or a few paragraphs, history must reflect the role that one of many influences, a global pandemic, played.” ~ Peter C. Earle
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Stagflation Pales Compared to America’s Dirty Growth Diamond
“America’s dirty Growth Diamond portends stagnation. Policymakers would do Americans the most service by actually cleaning up the diamond, especially home plate, rather than pretending to do so or claiming that it is already as clean as it gets.” ~ Robert E. Wright
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2021 In 21 Numbers
“In retrospect, 2021 looks more and more like 1979. Here are 21 noteworthy data points–prices, percentages, dates and other forms of quantitative information–that highlight or exemplify certain developments in 2021, the second year of the pandemic.” ~ Peter C. Earle
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Publicly Traded Companies Prevail Despite Covid
“Despite the troubling picture regarding national issues, ranging from Covid to monetary and fiscal policies, entrepreneurs are minding the store and finding new and better ways to serve their markets.” ~ Gregory van Kipnis
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Inflation in Oil Prices Will Soon Slow to Zero
“One thing we can confidently project about 2022 is that year-to-year measures of ‘inflation’ in prices of used cars and energy will be near zero by the third quarter, if not below zero. That is nearly a sure thing, baked-in-the cake.” ~ Alan Reynolds
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The Impact of Higher Inflation on US Asset Class Returns
“If the Fed is to be a mere BoJ copycat, does that mean that it can keep US equities artificially elevated by a perpetually low policy rate? No more than the BoJ has been able to do for Japanese equities.” ~ Richard M. Salsman
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Talk by AIER Research Faculty Peter C. Earle at the 26th Annual “Fields on Wheels” Conference
“Now, and not when the Pi, Rho, Sigma, or Tau variants come along, is the time for social scientists to advise: ameliorating the snags and adverse consequences of policy when and where we can.” ~ Peter C. Earle
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On Price and Output Volatility: How Bad is Bitcoin’s Flaw?
“The working arrangements of a new generation of freelancing nomads are keen on and capable of handling the discrepancies between many currencies’ relative purchasing power, crypto or old-school.” ~ Joakim Book
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The Tragic and Needless Destruction of Raj Rajaratnam, Price-Giver Extraordinaire
“For doing right Raj Rajaratnam spent time in prison. He should never have been charged. Please read this essential book to see why, and please tell friends about it. The lunacy surrounding markets and information must stop.” ~ John Tamny
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Covid-19 Economic Zombification
“Markets are now extremely complacent. Zombie companies, which were already a problem in 2019, have not been killed off; indeed they have multiplied. The zombie apocalypse could be closer than we imagine.” ~ Daniel Fernández
-
•
Putin, Ukraine, and Covid
“Russia is not, by far, the only nation for which the Covid pandemic starkly exposed a variety of limitations. But whether in volumes or a few paragraphs, history must reflect the role that one of many influences, a global pandemic, played.” ~ Peter C. Earle
-
•
Stagflation Pales Compared to America’s Dirty Growth Diamond
“America’s dirty Growth Diamond portends stagnation. Policymakers would do Americans the most service by actually cleaning up the diamond, especially home plate, rather than pretending to do so or claiming that it is already as clean as it gets.” ~ Robert E. Wright
-
•
2021 In 21 Numbers
“In retrospect, 2021 looks more and more like 1979. Here are 21 noteworthy data points–prices, percentages, dates and other forms of quantitative information–that highlight or exemplify certain developments in 2021, the second year of the pandemic.” ~ Peter C. Earle
-
•
Publicly Traded Companies Prevail Despite Covid
“Despite the troubling picture regarding national issues, ranging from Covid to monetary and fiscal policies, entrepreneurs are minding the store and finding new and better ways to serve their markets.” ~ Gregory van Kipnis
-
•
Inflation in Oil Prices Will Soon Slow to Zero
“One thing we can confidently project about 2022 is that year-to-year measures of ‘inflation’ in prices of used cars and energy will be near zero by the third quarter, if not below zero. That is nearly a sure thing, baked-in-the cake.” ~ Alan Reynolds
-
•
The Impact of Higher Inflation on US Asset Class Returns
“If the Fed is to be a mere BoJ copycat, does that mean that it can keep US equities artificially elevated by a perpetually low policy rate? No more than the BoJ has been able to do for Japanese equities.” ~ Richard M. Salsman
-
•
Talk by AIER Research Faculty Peter C. Earle at the 26th Annual “Fields on Wheels” Conference
“Now, and not when the Pi, Rho, Sigma, or Tau variants come along, is the time for social scientists to advise: ameliorating the snags and adverse consequences of policy when and where we can.” ~ Peter C. Earle
-
•
On Price and Output Volatility: How Bad is Bitcoin’s Flaw?
“The working arrangements of a new generation of freelancing nomads are keen on and capable of handling the discrepancies between many currencies’ relative purchasing power, crypto or old-school.” ~ Joakim Book
-
•
The Tragic and Needless Destruction of Raj Rajaratnam, Price-Giver Extraordinaire
“For doing right Raj Rajaratnam spent time in prison. He should never have been charged. Please read this essential book to see why, and please tell friends about it. The lunacy surrounding markets and information must stop.” ~ John Tamny
-
•
Covid-19 Economic Zombification
“Markets are now extremely complacent. Zombie companies, which were already a problem in 2019, have not been killed off; indeed they have multiplied. The zombie apocalypse could be closer than we imagine.” ~ Daniel Fernández