Category Archives: Cycles

Money v Supply

With many commodity prices touching multi-year lows and with mounting fears for real estate valuations and car-lease residuals, numerous commentators seem convinced that ours is now a deflationary future. QE failed to raise CPI by anywhere near what the spin promised, they say, partly because it was ‘unsupported’ by fiscal policy. Therefore, if we don’t get Roosevelt, we’ll get Brüning, they conclude, and, meanwhile, we need the Fed to cut rates below zero, said one prominent pundit on April 5th. We replied:-

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Consuming Folly

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Behind the Curve

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M4 Compendium (updated)

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China Banking: Pigs Might Fly

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The Ph(o)enix Rises

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Central Banking: It’s alive!!

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The Turn of the Tide

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How the VIX Seller Lost his Shirt (updated)

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