Monthly Archives: June 2016

The Productivity Slowdown Explained

Contemporary life and its relation to ethics, progress and sadly even identity, has become identified through the framework of scientism, a fallacious belief that causality is what explains our world.  Given the triumph the sciences have had since the Industrial … Continue reading

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Winter’s Tale: The Prolegomena

The source of the Arab Spring is the social, political impact of easy money and massive capital flows effectively damaging societies living on subsistence farming.  First world political economies can basically handle inflation; those that depend on staple crops cannot.  Welcome … Continue reading

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The Midget: Beijing

Tomorrow morning in the city of Tianjin, a city immediately outside Beijing, a brain-trust of financial executives coalesce in a Davos style conference organized by the World Economic Forum to discuss the current state of China’s economy.  They could all … Continue reading

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India: Post Rajan

Modi’s complicity in passively handling Central Bank leadership under Rajan speaks volumes to how Modi’s party views priorities, politics and publicity.  This isn’t good news. By not standing by India’s ‘Volcker‘, Modi has acquiesced to base political instincts that will … Continue reading

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Rajan: Carry Trades, Bonds & Insults

At the height of the “taper tantrum”, the U.S. Federal Reserve sought tighter monetary policy whose impact was seen in massive capital flows out toward B.R.I.C.S., the volume of capital flow was staggering evidenced in India’s incipient balance of payment crisis; … Continue reading

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Modi’s Trajectory & McClellan’s Slows

By the time Lincoln got intelligence about General McClellan’s positioning regarding Lee, he began to solidify in his mind to replace the general.  According to Lincoln, McClellan had a case of “the slows”.  This may help explain the pace and … Continue reading

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Al-Sisi’s Triumph: Fractured Muslim Brotherhood

The complete lack of perspective in U.S. media coverage regarding Egypt’s plight to manage the domestic insurgency of the Muslim Brotherhood (MB) requires insight into the small industrial base Cairo has, along with its bilateral relation with Riyadh.  A more … Continue reading

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Nigeria: Floating the Naira

It isn’t difficult to see the myriad growing problems that has besieged this nation, with inflation at record levels and a growing foreign backed Sunni insurgency dominating its interior, Nigerian officials have decided to tackle an ominous problem:  the medium … Continue reading

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David Cameron & The Squandering of A Great Inheritance

The suspension of the Brexit referendum signifies Cameron’s Tory base never cared about British sovereignty; rhetoric aside, the forward positioning of London’s dominant equity class in markets abroad would need protection.  Cameron’s misreading the wiles of his fellow travelers speaks … Continue reading

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What the Han Masters Think About The Renminbi

The renminbi (ren-nin-bee) is translated as ‘the People’s money’, the colloquial term of usage is yuan (pronounced like ‘yawn’), it was gratuitously designated reserve currency status by sympathetic Keynesian authorities throughout the IMF who thought that bestowing favorable status to China’s currency could … Continue reading

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