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
Monetary Velocity (and Thus Animal Spirits) Still Sucking WInd
Halfway through my first cup of coffee, the thought “I wonder what’s happened with Monetary Velocity?” flitted by. So I went and looked it up. Because that’s just how I roll. Besides, it was better than confronting the unpacking jobs … Continue reading
Posted in tech-telecom-markets-macro
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Spared the Maddening Madnesses of March Madness
It is just possible that I have finally escaped March Madness. Just some short musing here without much real point. Mostly just taking a break from un-packing. Every year, I would grin and nod along while my fellow co-workers and … Continue reading
Posted in musings-ephemera-etcetera, tech-telecom-markets-macro
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Economy – Think Those Animal Spirits Have a “Great” Summer Ahead
Keynes’ term “Animal Spirits” is one of those key economic concepts that many economists seem desperate to deny, avoid, or leave up in the attic like a crazy aunt. “Even apart from the instability due to speculation, there is the … Continue reading
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Facts? We Don’t Need No Stinkin Facts! Why “Chatter” Wins Over Substance in the Markets.
A good friend sent around a piece clearly refuting some current rumor/chatter tempest-in-a-teapot that is gyrating semiconductor stocks (Intel, TSMC, etc…) It is clear that the facts are totally in opposition to the “chatter.” And the writers evident frustration makes … Continue reading
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Target Was Burgled Through the HVAC System? So Many Ways to Read This
Has it really been ten+ days since I last posted? Ugh. We are in the final few weeks of house-renovation with a target move-in date of “before March 15 or we’re homeless.” Just haven’t been able to summon the focus … Continue reading
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Google Glass is the New Segway – NYPD Test Another Nail in the Coffin.
Remember all the hype over the Segway? It was going to revolutionize transportation and generally change the world. Decades later, use is confined largely to tourist tours, mall security, and cops. The NYPD’s announcement they are testing Google Glass seems … Continue reading
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AT&T’s European Wireless M&A Hopes. Crushed Under a Boulder Named “Snowden?”
AT&T just formally stated it would not bid for the UK’s Vodafone for the next 6 months. This was forced by the UK takeover commission, which has an (admirable) put up or shut up rule. However, the side commentary remains … Continue reading
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The Scourge of Capitalism Infects US Wireless? Charlie Ergen’s DISH In The Catbird Seat.
You have to laugh at T-Mobile’s brilliant, cheeky full-page NYT ad today (image below). This comes on the heels of a suspiciously well-sourced WSJ report making it clear the US DoJ and FCC have no enthusiasm for a merger … Continue reading
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Obama’s Sinking “Economy” Approval – Republicans Should Be Worried Not Gloating
Obama’s declining approval rating is generating the usual “horse race” stories reading Obama’s loss as a gain for the Republicans. Bloomberg News quote below. I suggest a more plausible, profound, and persistent perspective (what I’ll do for the sake of … Continue reading
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That Durn Gub’ment! Making Our Pickup Trucks Better and Saving Us Money…
So I should be writing trenchant commentary on the market or economy or something highbrow, but I find myself thinking about pickup trucks. Partly because I’ve been in Florida this week visiting friends and family (Key West, Homestead, Ocala so far … Continue reading
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