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Capitalism is grinding to a halt

April 4th, 2016 · Comments Off on Capitalism is grinding to a halt

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Tags: Balance sheet recession · Public sector deficits and debts

Is Deflation Caused by Tax Hikes?

January 14th, 2015 · Comments Off on Is Deflation Caused by Tax Hikes?

Japan’s tax hike, just as in 1997, again sunk the economy, at least temporarily. However, some argue that it’s also responsible for the Japanese deflation, which is a rather odd position to take. We would lay off buying Japanese shares for now, until the economic picture improves and/or the yen resumes its fall. Deflation Caused […]

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Tags: Voodoo economics

Monetary lessons from Japan

January 24th, 2012 · Comments Off on Monetary lessons from Japan

The US can avoid some of the Japanese mistakes..

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Tags: Monetary policy · Public Policy · Shareholdersunite elsewhere

Global liquidity seems to be falling

February 5th, 2011 · Comments Off on Global liquidity seems to be falling

So much for too much money chasing too few goods…

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Tags: Credit Crisis · Economy

Deflation!

February 1st, 2011 · Comments Off on Deflation!

Welcome to Japan…

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Tags: Economy

Deflation

August 27th, 2010 · Comments Off on Deflation

Even the profits depend on a form of it, called wage deflation…

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Tags: Credit Crisis · Economy

Japanese public debt is approaching 200% of GDP

November 27th, 2009 · Comments Off on Japanese public debt is approaching 200% of GDP

Compared to that, American’s public debt is just one quarter as big. So Japan should be doomed, right? And all that money creation that accompanies it should have long ago leashed vicious inflation, right? Well…

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Tags: Public Policy

Deflation instead of inflation..

April 23rd, 2009 · Comments Off on Deflation instead of inflation..

And potentially much more nasty…

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Tags: Credit Crisis · Public Policy

Just as you thought you could relax a bit, there he is again..

October 30th, 2008 · Comments Off on Just as you thought you could relax a bit, there he is again..

Dr. Doom, aka Noriel Roubini. Unfortunately, he speaks with some authority, as he predicted all this mess years ago. He’s become a bit too gloomy, we think. Lessons from the deflationary period in Japan, on which Bernanke (Fed chairman) is a leading expert, do provide some weapons to fight the mechanisms that are described by […]

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Tags: Credit Crisis · DRYS