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Paul Krugman thinks there is little chance of a vigorous (‘V-shaped’) recovery. There are arguments to counter this, and they have to do with supply-chains and inventories, as Krugman doesn’t seem to be completely abreast of the latest macro-economic effects of logistics and changes in supply chains…

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As we’ve argued elsewhere, the quality of government matters much more than it’s ‘quantity.’ Chile is a definite example of this, and provides some interesting lessons, lessons from evidence based policies that we favour over ideologically informed (let alone self-serving) ones..

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We like evidence based policies (instead of the ideologically informed ones). No more so than on education, an issue most dearest to our heart and most underestimated in the economic debate. Here is some very important evidence…

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There are numerous arguments in favour, and, when you think of it, not a whole lot against..

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Some critics of stiumulus plans on the drawing board argue that all this extra money creation will drive inflation to unprecedented highs in the future, and will sink the dollar. This is misguided, especially on the first count. Inflation isn’t a problem, at all.

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Have we hit bottom last week. We are fairly sure we haven’t, but the SEC move against naked shorting in some of the financials was a clever move (that should be extended). We still think the housing market is key though, and it doesn’t look like an improvement is on the way any time soon.  [...]

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We continue (see here for part 1) the election platform which would attract the economist vote according to Greg Mankiw. Free trade features prominently in that platform. It’s also in rather significant difference with the population at large, which is considerably less enthusiastic about free trade in most places in the world.

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We are interested in the space where politics and economics meet (as former students of both disciplines). Often, politics gets in the way of economics, even in the economically most advanced nations…

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