Monthly Archives: September 2019

A Global, 20-Year Garage Sale. Ugly for “Safe” Asset Values.

Today’s FT brings a tidy, cogent, Japan-based example of the risks of so-called low risk assets when demographics turn against you. We Are All Japanese Regional Banks.  We Just Don’t Know it Yet. The (paper) Financial Times has a great … Continue reading

Share
Posted in Uncategorized | Leave a comment

Analysis Paralysis. Baby Steps. What is the What?

I’ve been running myself in circles trying to figure out the whole negative rates/inflation/global outlook thing.  Usually writing it out helps, but not in this case.  But seeing if some baby steps might help break the writers (and thinker’s) block. … Continue reading

Share
Posted in Uncategorized | Leave a comment