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The art of economics consists in looking not merely at the immediate hut at the longer effects of any act or policy; it consists in tracing the consequences of that policy not merely for one group but for all groups—Henry Hazlitt

Showing posts with label US Dollar carry bubble. Show all posts

Friday, September 24, 2010

US Dollar Carry Fuels ASEAN Stock Market Boom

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Now my themes on the current market actions in the ASEAN markets appear to be gradually gaining acceptance among a few perceptive observers....

Sunday, April 18, 2010

How Myths As Market Guide Can Lead To Catastrophe

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``This is how humans are: we question all our beliefs, except for the ones we really believe, and those we never think to question.” -Orso...

Monday, February 15, 2010

Why The Greece Episode Means More Inflationism

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``The European capital market institutions would not be able (or even willing) to step up to the plate and negotiate a restructuring. The ...

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Monday, February 01, 2010

Does This Look Like A US Dollar Carry Bubble?

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In 2008, the reason why the US dollar skyrocketed during the post Lehman incident was because of the gridlock in the US banking system which...

Monday, January 18, 2010

East Asia And The ASEAN Yield Curve

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This is a sequel to our earlier post What’s The Yield Curve Saying About Asia And The Bubble Cycle? , but this time in graphs. The idea is t...

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