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A look at economics, markets, finance and the irrational human being

Ten Seconds Into The Darkness

Central banks have been printing money aggressively since 2008. The US Fed is now slowing its money printing with a view to a static stance in the near future. What are the consequences for markets and the economy? When money is printed it has to go somewhere. So far it has gone into asset markets
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Credit Market Turbulence. How To Think About Credit Investing August 2014

After a year of abnormally low volatility, high yield markets are correcting across the globe. Since 2008 the high yield market has experienced 3 bouts of turbulence The European sovereign crisis in 2011. The “Taper Tantrum” of 2013. The last few weeks. Why have high yield credit markets exhibited this volatility recently?
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Credit Spreads in Pictures. Aug 2014

  Without considering fundamentals, lets look at some pictures…   The global economy is in relatively rude health. The US continues to grow and employment is becoming broader based. The UK is one of the faster growing economies in the developed world. China is recovering nicely as the PBOC eases. The ECB is underwritten the
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Ten Seconds Into The Future. July 2014

Equity, bond, FX, swaption and commodity volatility have one thing in common. They have contracted steadily from 2008/9 levels to 2006 levels, almost in lockstep. To some, this is a sign of complacency, to others, calm.
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Peak Corporate Profitability. Labor's Share of Profits. Intellectual Property.

It is difficult for an individual to hold, accumulate or acquire intellectual property directly. Storage capacity is one issue. At best an individual can hold or acquire the last mile of the intellectual property chain. The most practical way for an individual to own intellectual property is through ownership of a company or business. (Higher
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