Browsing Tag


Japan’s Looming Singularity

The rise and rise of Japanese debt is far from benign, and the dynamic, we are convinced, will at some point become unsustainable. Unfortunately by the time we reach that point it will be too late. Indeed, given that we agree with Krugman…

Where to look for signs of recession

The last post predicted a recession in the United States for Q2 as a result of the fiscal standoff in the United States. However, as I have been largely upbeat about the underlying fundamentals in the United States, this call is predicated…

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