Beer Money
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Recent Posts
- “The fewer people vote, the more likely Democrats are to win.” Really. State Abortion-Rights Initiatives Skew That Math Further.
- Could Be a Hotter Election Than Many Expect. Making the Comfortable Uncomfortable…
- Made In China – Goods Deflation. Also a Low Neutral Interest Rate?
- Will Europe Step Up in Ukraine if the US Steps Back? It Might Do The Right Thing (For Once) and Emerge Transformed (for the Better).
- Early Rate Cuts? Fed’s Powell is a Republican, But is He Pro Trump? My Guess is No…
Recent Comments
- Robert J Berger on What I Got Wrong On the Debt Ceiling. Pro Wrestling Rot is Deeper than I Thought. Both Encouraging and Worrying.
- Anders Comstedt on We’re Just Getting Poorer. Less “Inflation” Than “Stuff Getting More Expensive.”
- Doc Searls Weblog · The frog of war on Imminent Russian Army Collapse? Actually a Plausible Scenario. “Moscow is Silent.”
- Steve Kamman on Why the Fed “Has” to Cut Rates.
- Dominique Watkins on Why the Fed “Has” to Cut Rates.
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Author Archives: Steve Kamman
2 Ironies. Greens Just Gutted Environment & Climate Progess. And…
Green Party candidate Jill Stein’s votes don’t quite tip Hillary to victory in key states (like Florida). But they were the nails in the coffin. Irony 1: The Green Party will have contributed mightily to an across-the-board rollback and repeal of pretty much … Continue reading
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I Just Don’t Understand (Suburban Republican) Women. But the Mandate is STILL for “CHANGE.”
I spent the last two days at a conference trying to wrap my brain around the emerging infrastructure of cloud computing. Actually a welcome distraction from trying to comprehend the election. But I woke up at 5:40 AM with brain buzzing so starting the … Continue reading
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Who Allowed Stumpf to Be Liz Warren’s Pinata? Epic Elite Collective-Self-Interest Fail…
I just watched Elizabeth Warrren chew up Wells Fargo CEO Stumpf. Its good theater. But who allowed this guy up there? Why give her a pinata? She’s only going to beat it! Brilliantly too (see below). This is the elite failure that’s … Continue reading
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Elite Cynicism – The Most Valid (And Worrying) Brexit/Trump Parallel
I still think Hillary wins, but I’m incrementally more worried. Its not the latest polling. Its the absence of rational, principled opposition to Trump from people who should (and privately do) know better. This is the most worrying parallel to the … Continue reading
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The Fed Is Not Going To Raise Rates In September….
Why no rate rise in September? Because there is a US Election in November. An unwritten Fed commandment is “Thou shalt not appear to overtly meddle in politics.“** Without a gun-to-the-head turn of events, they will put it off until December. What … Continue reading
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What Did I Get Wrong On Trump?
I didn’t think Trump would win the nomination. What did I get wrong? What did I expect? A wall of Money to coalesce around a single alternative. Probably Rubio. Like one of those ugly goal line football plays. Standing him up and … Continue reading
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Trump Has Peaked…
Trump has peaked. Why? Because he’s not making any new friends; just new enemies. We’re at that moment of weightlessness at the peak. Before the slide really begins… I think it ends in a crushing defeat. Trump is like a “story” … Continue reading
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Trump Will Lose Big. He’s Peaked.
Barring some major “Black Swan” event, Trump will lose and lose big. That’s a Strong View Not-So-Lightly Held (grin). What convinced me? Among other things, see this photo I took Tuesday (after both conventions). Note what isn’t in the window – no TRUMP … Continue reading
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Why I Don’t Think Warren Would Take the VP Job…
Lot of speculation that Clinton might pick Elizabeth Warren for VP. It doesn’t seem likely… Warren’s dream job is head of the Senate Finance Committee. A platform for her message and brand. Hearing after hearing with her patented pointed questions. All … Continue reading
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Whither the House? A Legislative Golden Age? Possibly. Even Greater Wacko-ism? Definitely.
I just read a Bloomberg column by “conservative” writer Ramesh Ponnuru (AEI, National Review) all but awarding Democrats the Presidency AND the Senate?!? “Republicans accept the conventional wisdom that Hillary Clinton is favored to win the presidency, and they know … Continue reading
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