David KeohaneRead Biography
Germans really, really love the euro… Condensing the Fed’s balance sheet is as simple as this… The teachers’ pension fund in Puerto Rico looks very much like a legalized Ponzi scheme… Pimco unsubtly rebrands… how purple America has all but disappeared… lots of other stuff.
Gavyn Davies on how Trump might reshape the Fed; DeLong vs Rodrik; the BoE on economic uncertainty in the euro-area; liquidity transformation and open-ended funds; deviations from covered interest rate parity refuse to go away; Balding continues his look at the possibilities of a Chinese financial crisis, and the who’s who of China’s leading small groups; decoding India’s low tax base conundrum; frontrun the world’s manufacturing caravans; shorting US malls; a longread on 4chan; a college course on calling out scientific crap; “Alien particles from outer space are wreaking low-grade havoc on personal electronic devices”; Venice fights back; on the etiology of f*ckers; other stuff.
Levine: Dole Food had too many shares; “… a club where people pay you as president to spend time in his company is new. It is kind of amazing”; Grantham: ‘Twas capitalism that killed capitalism”; the BoJ and the ‘Piketty problem’; Florida man conspires to blow up Target stores to crash stock; what the HBOS fraud tells us about the state of British banking; training as a binary options salesman for a day; reflecting on one very, very strange year at Uber. And a response from Uber’s boss; Scott Alexander collates comment about his post on cost disease; Isis’s “business model” is on the path to failure; a comparative guide to Russia’s use of force; Texas pimps, in their own words; inside Macedonia’s fake-news complex; citations; other stuff.
Low real interest rates and depression economics, not secular trends; what lettuces tell us about deregulating Britain; the chicken industry might be rigged; NY Fed on the changing US debt picture; when the IMF evaluates the IMF; Italy’s struggle with the euro straitjacket; acting SEC chair is using his temporary powers; central bank goldbug du jour; Carl Icahn vs satire; life in a digital utopia; if you want to be more productive, just sit next to someone who already is; sui generis; other stuff.
Chinese hedge funds have their own private village; Bernanke on the Fed and fiscal policy; Kashkari on making big banks put 20 per cent down; houses as ATMs no longer; Greenwald on the Flynn leakers; Under Armour downgraded after its CEO praises Trump ; why data nerds struggle to gain power at hedge funds; Lloyds of London launch ‘Orwellian’ booze ban; Queens of the stoned age; ‘Cards Against Silicon Valley’; why India obsesses about crimes committed by Bangalore’s techies; why America’s airports suck; where you live & the 50/30/20 Rule; CNN’s Tapper on emerging the journalistic hero of the Trump era; writing, just add coffee; other stuff.
Williamson on the Fed’s balance sheet blues; Beckworth says the monetary superpower is as strong as ever; “first, kill all the economists” is a bit short termist; nickel-and-dime socialism; Amazon’s antitrust paradox; Snap’s Apple strategy; AirBnB wants to spend some of the $3bn it’s sitting on; Lyon, the capital of a Europe in crisis; but you might be better off watching the Netherlands; Der Spiegel on the Daily Mail’s dark worldview; Star Trek superfans take to the high seas; Apple’s first TV show looks like a cry for help; shockingly, Playboy brings back nudity; Donald Trump’s strange handshake style and how Justin Trudeau beat it; other stuff.