Wednesday, July 27, 2011

Debt Ceiling Impasse: A financial version of the Cuban Missile Crisis

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Today I released a white paper summarizing my thoughts on the debt ceiling impasse that goes beyond the “will we/won’t we debate” and goes i...
Saturday, December 18, 2010

Getting frothy in the EM world?

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Many of you know I am a principal author in the Worldview series on Emerging Markets (EM) and have studied, lived, worked in, and commented...
Thursday, November 4, 2010

The Election, Markets, and the Economy

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Earlier this week, on November 2nd, I found myself asked, like many others, what my take on the election, markets, and the economy are likel...

The Election, Markets, and the Economy

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Earlier this week, on November 2nd, I found myself asked, like many others, what my take on the election, markets, and the economy are likel...
Wednesday, October 27, 2010

Government Spending as a Proportion of GDP

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Running with the US Government spending theme of the last few posts, I grew curious to see the total US Government expenditure over time, wh...

Spending Under Congresses and Presidents, Part II

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In my last post on Spending under Congresses and Presidents , I mentioned that the data on budget spending would be more revealing if done i...
Wednesday, October 20, 2010

Spending Under Congresses and Presidents

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I have been following Invictus’ posts ( Hey, Big Spender , and Big Spender, Part II )on Barry Ritholtz’s The Big Picture blog, one of my fa...