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Japan’s Massive Return On Public Investment

August 2nd, 2018 · Comments Off on Japan’s Massive Return On Public Investment

It’s argued that Japan didn’t get a return of all its deficit spending in the decades after its epic financial bubbles burst. This could not be further from the truth. Despite the epic size of these bubbles and the world’s worst demographics, Japan’s economy kept on growing on par with other rich economies. It never […]

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Tags: Balance sheet recession · Japan

Helicopter Money, The Logical Conclusion Of Demand Management?

April 4th, 2013 · Comments Off on Helicopter Money, The Logical Conclusion Of Demand Management?

“If central banks bring interest rates down to almost zero and nothing happens then it is not an ordinary world.” Richard Koo from Nomura via Helicopter Money, The Logical Conclusion Of Demand Management? – Seeking Alpha.

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Tags: Balance sheet recession

Liberal Versus Conservative: A Tale Of Two Economies – Seeking Alpha

April 3rd, 2013 · Comments Off on Liberal Versus Conservative: A Tale Of Two Economies – Seeking Alpha

Now, we think that this perfectly describes what has happened to the US economy post 2008. There was a whopping $9 trillion hit from falling house prices to household balance sheets and the private sector savings rapidly exceeded private investment: via Liberal Versus Conservative: A Tale Of Two Economies – Seeking Alpha.

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Tags: Economics · Shareholdersunite elsewhere · Uncategorized

Balance sheet recession primer (two for the price of one!)

December 17th, 2011 · Comments Off on Balance sheet recession primer (two for the price of one!)

The best description for what is going on in the economy is a ‘balance sheet recession’. This is a situation in which asset prices have crashed (like the housing markets) leaving the balance sheets of the private sector impaired, as the debts remain. Here is analysis, policy choices, consequences and a lot more.

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Tags: Economics · Economy

If you think austerity works..

April 27th, 2011 · Comments Off on If you think austerity works..

Think again. Not a surprise, this..

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Tags: Credit Crisis · Economy · Public Policy

ZeroHedge unhinged again

February 3rd, 2011 · Comments Off on ZeroHedge unhinged again

Tyler Durden back into fight club mode, but as usual, almost entirely devoid of substance..

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Tags: Credit Crisis · Public Policy