X Marks the Spot of a Bull Market in Distress Corporate Finance, Markets and Trading, Monetary Policyclaus vistesenDecember 24, 2015Buybacks, dividends, non-financial corporate debt
The Market who "Cried Top" Economics, Business, and Finance , Markets and Tradingclaus vistesenJuly 26, 2015Crash, Crying wolf, Markets, S&P 500, bears, bulls, preppers, survivalism
QE and population ageing as macroeconomic externalities Economic Theory and Acadmics, Global Economy, International Trade, International Trade and Economics , Markets and Tradingclaus vistesenMarch 23, 2015BOJ, Brad Setser, Fed, Krugman, QE, Summers, ZIRP, ageing, demographics, externality, paradox of thrift, secular stagnation
Regulative Mission Creep? Markets and Tradingclaus vistesenFebruary 9, 2015Credit Suisse, Equities, dividends, regulation, regulators, stocks