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Macro forces are impacting financial markets continuously; investors do well getting to grips with the basics. However, there are wildly different views about how the economy works, and the debate is tainted by politics. In dramatic circumstances like the immediate wake of the financial crisis, choosing the right economic model can make a dramatic difference […]

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Common knowledge has it. But is it right? Well…

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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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