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Entries from April 2015

A Tale Of Two Debts: Japan Vs. Greece | Seeking Alpha

April 27th, 2015 · Comments Off on A Tale Of Two Debts: Japan Vs. Greece | Seeking Alpha

In the financial world, often Japan running long-term public deficits is viewed as highly irresponsible while balancing the books is seen as responsible. In reality, this really all depends on the particular circumstances. We compare two extreme cases, Greece and Japan, and show that under certain circumstances, running large deficits is actually less irresponsible as […]

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Tags: Public sector deficits and debts

A Big Financial Sector Hurts Economic Growth | Seeking Alpha

April 27th, 2015 · Comments Off on A Big Financial Sector Hurts Economic Growth | Seeking Alpha

There is a remarkable correlation between the size of the financial sector and the rate of productivity growth. According to the BIS, there is causation, a bigger financial sector tends to have a negative impact on real economic growth. So the growing size of the financial sector provides another possible explanation for ‘secular stagnation.’. A […]

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Tags: Financial regulation

Liquid Natural Gas Market To Crash With Oil? | Seeking Alpha

April 25th, 2015 · Comments Off on Liquid Natural Gas Market To Crash With Oil? | Seeking Alpha

The sudden oversupply has crashed the oil price. Since LNG pricing is tied to oil in the biggest LNG markets, this has potentially serious ramifications in that market as well. If present prices persist, many, perhaps most of the proposed new LNG plants will be unprofitable so many will not be build. However, underlying LNG […]

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Tags: Natural Gas

Intrusion Requires Patience – Intrusion, Inc. | Seeking Alpha

April 25th, 2015 · Comments Off on Intrusion Requires Patience – Intrusion, Inc. | Seeking Alpha

Intrusion has a stable, revenue generating internet security product and a new innovative one, Savant, which could set the company on a new growth path. There are signs of this catching on, mostly due to a big client win over significant competition a few quarters ago. But progress is disappointing as the company and its […]

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Tags: INTZ

OPEC Can’t Kill American Shale

April 18th, 2015 · Comments Off on OPEC Can’t Kill American Shale

OPEC is supposedly out to beat, or at least curtail the growth of American shale oil production. For a host of reasons, especially the much shorter capex cycle for shale, they will not succeed unless they are willing to accept permanent low oil prices. But, permanent low oil prices will do too much damage to […]

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Tags: Oil

American Shale Is The New Swing Producer

April 18th, 2015 · Comments Off on American Shale Is The New Swing Producer

The North American shale oil revolution played a large part in the oversupply and crash of the oil market. Specialists vary widely in their predictions of where oil is headed next. We argue that with an increased role for shale production, the underlying market dynamics are altered and the oil price swings will be less […]

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Tags: Oil

The Coming Oil Shock?

April 7th, 2015 · Comments Off on The Coming Oil Shock?

The cutback in exploration and even production, and the increase in demand as a result of the oil price crash will work slowly to rebalance the market, at a considerable. Some even argue that the cutbacks will pave the way for much higher prices down the road. The reality is, short-term almost all adjustment works […]

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Tags: Energy · Oil

Will The Eurozone Survive The Battle For Control Of The ECB?

April 7th, 2015 · Comments Off on Will The Eurozone Survive The Battle For Control Of The ECB?

The ECB was supposed to be completely independent from politics. While this was never realistic, the latest Greek debt episode is likely to produce some kind of culmination. This is because the ECBs control of funding of Greek banks is largely discretionary and the biggest weapon in bringing the Greek back into the troika fold. […]

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Tags: Eurocrisis

The New Greek Debt Plan Makes Sense

April 7th, 2015 · Comments Off on The New Greek Debt Plan Makes Sense

Greece isn’t proposing a reduction in outstanding debt through a clever debt swap. It’s proposing a reduction in debt load and a reduction of crippling austerity, which is exactly what is needed. While markets are receiving this pretty well, problems and issues remain though. The New Greek Debt Plan Makes Sense | Seeking Alpha

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Tags: Eurocrisis

Much Better Than All The QE In The World

April 3rd, 2015 · Comments Off on Much Better Than All The QE In The World

Years of quantitative easing and what do advanced countries have to show for it? Not a whole lot. A much better alternative was staring us in the face all the time, fiscal policy. Both theory and now also empirics show that would have worked much better, is it too late? Much Better Than All The […]

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Tags: Economic Policy