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Blog aug 2011.004.jpg

The Nipponization of the US

If we use the same logic over and over again, we will arrive at the same end result. The solutions that were used by Japan, and proposed by ia. Greenspan and Krugman failed. And yet, the same school is still in power, and implementing the same policy in the US. In Europe, this school is very powerful. In 2008 they pushed for higher public spending. Now we are going towards…

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Blog aug 2011.004.jpg

The Nipponization of the US

If we use the same logic over and over again, we will arrive at the same end result. The solutions that were used by Japan, and proposed by ia. Greenspan and Krugman failed. And yet, the same school is still in power, and implementing the same policy in the US. In Europe, this school is very powerful. In 2008 they pushed for higher public spending. Now we are going towards…

Lees het volledige artikel

Blog aug 2011.004.jpg

The Nipponization of the US

If we use the same logic over and over again, we will arrive at the same end result. The solutions that were used by Japan, and proposed by ia. Greenspan and Krugman failed. And yet, the same school is still in power, and implementing the same policy in the US. In Europe, this school is very powerful. In 2008 they pushed for higher public spending. Now we are going towards…

Lees het volledige artikel

The Third Mandate and Stabilit

Speaking on CNBC at a FDIC sponsored forum last week, FED chairman Bernanke was asked how quantittative easing could be called a success in view of rising interest rates and commodity price spikes. His answer revealed that the FED now officially admits having a third mandate : “Our policies have contributed to a stronger stock market, just as they did…

Lees het volledige artikel

The Third Mandate and Stabilit

Speaking on CNBC at a FDIC sponsored forum last week, FED chairman Bernanke was asked how quantittative easing could be called a success in view of rising interest rates and commodity price spikes. His answer revealed that the FED now officially admits having a third mandate : “Our policies have contributed to a stronger stock market, just as they did…

Lees het volledige artikel

The Third Mandate and Stabilit

Speaking on CNBC at a FDIC sponsored forum last week, FED chairman Bernanke was asked how quantittative easing could be called a success in view of rising interest rates and commodity price spikes. His answer revealed that the FED now officially admits having a third mandate : “Our policies have contributed to a stronger stock market, just as they did…

Lees het volledige artikel

Alan Greenspan still loves bubbles (update)

If he would have the chance, he would do it over again, in exactly the same way… Alan Greenspan has no regrets. The ICT bubble, the housing bubble, the credit bubble, all built on cheap money. The Greenspan era had two periods: a sound policy until 1996, then a period of easy money and monetary experiments. Curiously, after his famous “Bubble”-speech…

Lees het volledige artikel

Alan Greenspan still loves bubbles (update)

If he would have the chance, he would do it over again, in exactly the same way… Alan Greenspan has no regrets. The ICT bubble, the housing bubble, the credit bubble, all built on cheap money. The Greenspan era had two periods: a sound policy until 1996, then a period of easy money and monetary experiments. Curiously, after his famous “Bubble”-speech…

Lees het volledige artikel

Alan Greenspan still loves bubbles (update)

If he would have the chance, he would do it over again, in exactly the same way… Alan Greenspan has no regrets. The ICT bubble, the housing bubble, the credit bubble, all built on cheap money. The Greenspan era had two periods: a sound policy until 1996, then a period of easy money and monetary experiments. Curiously, after his famous “Bubble”-speech…

Lees het volledige artikel

5B642C48-1372-FA16-E981DC6B82A59CE6.jpg

The lost decade for equities

At Econopolis, we like to take a long term view. The better you understand the past, the better you can assess the current situation, and form an idea about the future. The S&P has climbed by 50% since 1997. This seems impressive, but has to be compared with inflation and the performance of non-risk assets like bonds. In real terms (corrected for inflation),…

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