-
Archives
- September 2021
- August 2021
- February 2020
- April 2019
- March 2019
- December 2017
- November 2017
- July 2017
- January 2017
- November 2016
- May 2016
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- March 2012
- January 2012
- December 2011
- December 2010
-
Meta
Category Archives: Market Analysis
Financial Markets in Keynesian Macroeconomic Theory 101
Yesterday when I published my post on Krugman and the vulgar Keynesians not understanding the meaning to the term ‘liquidity trap’ I came to realise that many readers — both sympathetic and hostile — do not really understand the Keynesian … Continue reading
Posted in Economic Theory, Market Analysis
20 Comments
Stock Market Crash!
Did that title get your attention? I’d imagine that it did. There’s nothing like predictions of a crashing stock market to get the attention of readers. Well, I’m not quite willing to make any firm predictions. Rather I want to … Continue reading
Posted in Market Analysis
14 Comments
Housing Bubble Redux
A piece I did for Al Jazeera on the IMF warnings of a potential global housing bubble. Here we go again. Will real estate bubbles again sink the global economy?
Posted in Economic Policy, Market Analysis, Media/Journalism
4 Comments
Has the UK Got Another Property Bubble?
I note that Lord Keynes has a post up on property prices in the UK in which he says that they’re in a bubble. I’ll get to that in a moment but first I want to show how messy the … Continue reading
Posted in Market Analysis
14 Comments
Could a Russian Intervention in the Ukraine Burst the London Property Market?
Over and over again I’ve been asking myself: is there a housing bubble in London? Certainly house prices are booming but I was never comfortable calling a bubble in the typical sense of that word. Why? Because this didn’t look … Continue reading
Posted in Market Analysis
3 Comments
Ergodicity Versus History: A Critical Commentary on the Work of Ole Peters
Lars Syll linked to a fantastic interview with the mathematician Ole Peters the other day that dealt with the topic of ergodicity and how it relates to economic and financial markets. First, a comment on the source. The interview was … Continue reading
OMG Tapering!
Well, it seems that the Fed has finally decided to initiate the much talked about ‘taper’ of the QE program. The proposed taper will wind down asset purchases by $10bn a month. That means that they won’t actually stop or … Continue reading
Posted in Market Analysis, Media/Journalism, Psychology
31 Comments
Yanis Varoufakis Publishes Some of My Ramblings on the State of Ireland
Yanis emailed me for my thoughts on Ireland’s recent return to the bond market. He has published his own analysis with mine thrown in at the end here. Note the Freudian slip wherein I misspell ‘Fianna Fail’, who are the … Continue reading
Posted in Economic Policy, Market Analysis
4 Comments
Purchasing Power Parity (PPP) and the Exchange Rate
There is a theory that floats around out there called the ‘Purchasing Power Parity theory of the Exchange Rate’ — or something to that effect, the name seems to change depending on what source you go to. The theory, stripped … Continue reading
Posted in Economic History, Economic Theory, Market Analysis
6 Comments
Why the Fall in Gold Prices Will Not Let Up
Here we take a quick break from our scheduled program so that I can brag a little and buttress the points I’ve been making about the gold market. Back in July of this year I pointed out that gold had … Continue reading
Posted in Market Analysis
1 Comment
Fixing the Economists 