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Entries from May 2015

‘The U.S. Is Broke’ | Seeking Alpha

May 31st, 2015 · Comments Off on ‘The U.S. Is Broke’ | Seeking Alpha

From time to time, we hear deeply serious economists expound that the US is broke. Invariably, this involves discounting future entitlement obligations to present day dollars, which usually deliver intimidatingly large sums scaring the uninitiated. The curious thing is, if the US is broke, somebody should tell US bond market investors, as rates should rise […]

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Tags: Public sector deficits and debts

The Great Wage Moderation, A Primer | Seeking Alpha

May 24th, 2015 · Comments Off on The Great Wage Moderation, A Primer | Seeking Alpha

While employment creation is back to normal and unemployment has fallen to levels at which wage inflation tends to pick up, there is no sign of the latter happening. This great wage moderation, while actually not a new phenomenon, is still confounding macro-economists as well as the Fed’s monetary policy making. We’ll look at some […]

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Tags: Economics

Yes, Greece Can Be Saved Within The Euro

May 24th, 2015 · Comments Off on Yes, Greece Can Be Saved Within The Euro

Greece’s membership of the eurozone seems to be an endless source of problems and crisis. However, significant lessons can be drawn from the experience to date, which can serve as imput for designing a rational economic reform package for Greece. Such a package should, in principle, be able to restore Greek growth, which should be […]

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Tags: Eurocrisis

Goldman Sachs on Oil

May 19th, 2015 · Comments Off on Goldman Sachs on Oil

Predicting problems until the end of the decade..

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Tags: Oil

Greece, Democracy And The Euro Constraints

May 9th, 2015 · Comments Off on Greece, Democracy And The Euro Constraints

While there is some tailwind from the economy which lessen some of the economic contradictions of the eurozone, the political contradictions are still every bit as manifest. One of these is the result of the lack of a big central budget that automatically and stealthily redistributes funds from surplus to deficit countries. It’s replacement are […]

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Tags: Eurocrisis

Cenveo Still A Buy

May 9th, 2015 · Comments Off on Cenveo Still A Buy

2014 was not a good year for our investment thesis in Cenveo, which depends on something of a virtuous cycle of operational improvements and deleverage to ensue. However, this is mostly due to one-off factors. Without a mishap, the coming years look to be better, especially if the company manages to engage in asset sales […]

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Tags: CVO