Author Archive

Get Your Econo-Geek Groove on with KC Fed Jackson Hole Docs

2010/08/30
By pk
Get Your Econo-Geek Groove on with KC Fed Jackson Hole Docs

You can now geek out on Kansas City Federal Reserve documents from the just-completed Jackson Hole econo-fest. Here are the documents that have now been posted:Opening Remarks BEN S. BERNANKEChairman, Board of Governors of the Federal Rese...
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On Being Wrong(er): My Conversation with Kathryn Schultz

2010/08/30
By pk
On Being Wrong(er): My Conversation with Kathryn Schultz

As part of the Kauffman podcast series we've called "Infectious Talk", I had a half-hour conversation recently about "wrongness" with the delightful and smart Kathryn Schultz. She has a wonderful book out on the subject called Bein...
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Economists and Experienced Suicide Terrorists

2010/08/30
By pk
Economists and Experienced Suicide Terrorists

The summary of a new NBER paper on the link between economics and the "quality" of suicide terrorism: We analyze the link between economic conditions and the quality of suicide terrorism. While the existing empirical literature shows that...
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The U.S. Needs a Helicopter Drop

2010/08/30
By pk
The U.S. Needs a Helicopter Drop

From VoxEU, the case for radical moves -- like a reversing sales taxes slash -- aided and abetted by the U.S. Treasury: A helicopter drop for the Treasury Ricardo Caballero 30 August 2010 The US may be near a liquidity...
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Readings: Behavioral Tennis, Sugar, Nixon, Tapeworms, etc.

2010/08/30
By pk
Readings: Behavioral Tennis, Sugar, Nixon, Tapeworms, etc.

A helicopter drop for the US Treasury (Source) A birth surge from all that 'cocooning' in blizzards (Source) Sugar Imports by China May Jump 42% as Demand Exceeds Supply, Survey Shows (Source) Here's Something You Don't Want To Know...
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Cheating No Longer Pays in Markets: How Messed Up is That?

2010/08/30
By pk
Cheating No Longer Pays in Markets: How Messed Up is That?

What kind of world is this where rigging and then handily beating analyst earnings estimates doesn't pay off? Capital markets where cheaters don't prosper are hardly worth hanging around in, are they? Oh, wait.
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Let Them Eat Bonds

2010/08/30
By pk
Let Them Eat Bonds

Towering inflows into U.S. bond funds persist:
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Vacant Homes in U.S. = Canada Housing Stock x2

2010/08/30
By pk
Vacant Homes in U.S. = Canada Housing Stock x2

From a new Moody's report, the number of vacant houses in the U.S. is now roughly 2x the entire Canadian housing stock.
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Weekend Reading: Volcanoes, LA, China, Chance, Food, Banks, etc.

2010/08/29
By pk
Weekend Reading: Volcanoes, LA, China, Chance, Food, Banks, etc.

A few links from my weekly Weekend Reading column:Have we underestimated Chinese consumption Why LA hasn't produced more successful (tech) startups The uncomfortable mathematics of monetary policy Gold's Evangelist Latest issue of Chance Thousands fl...
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Potash & the Food Wars

2010/08/29
By pk
Potash & the Food Wars

Lots of interesting material this weekend on one of my favorite subjects, the rediscovery of scarcity and increasing costs in agriculture. To highlight a couple, the FT has a piece on the Potash contest, plus there is this Hugh Hendry appearance on BBC...
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