image_pdfimage_print

Withering Wages, A Poker Pro, and Lucid Dreaming with Richard Feynman

Alex here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot me an email at alex@macro-ops.com and I’ll share it with the group. Recent Articles/Videos — The Market Drop — AK explains the reasoning behind this recent price route and takes a look under the hood of the economy to see if this is indeed a major turning point for markets. Better Than Amazon.com — AK takes a closer look at JD.com, one of our highest conviction holdings in the MO portfolio. Articles I’m reading — Jonathan Tepper of Variant Perception wrote […]

Read More

Jerome Powell as Fed Chair Be Good for Gold?; Dr. Richard Ebeling on the Bankers’ War

Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Coming up we’ll hear a wonderful interview with Dr. Richard Ebeling, Distinguished Professor of Ethics and Free Enterprise Leadership at The Citadel. An Austrian economist, Dr. Ebeling calls the alarm about the increasingly dangerous monetary policy our nation has been pursuing — and how it could ultimately lead to an economic disaster. Don’t miss this eye-opening interview, coming up after this week’s market update. Well, markets are signaling their approval of President Donald Trump’s pick to be the next Federal Reserve chairman. Last week, Trump nominated Jerome Powell to replace […]

Read More

Green QE and the Juncker Plan: a response to Richard Murphy

Richard Murphy proposes what he calls “green quantitative easing” to support the Scottish government’s plans for fiscal expansion. I’ve criticised the “green QE” proposal before. But this is a particular framing of it that raises some interesting issues about the nature of currency unions and the purpose of monetary policy. Here’s the heart of Richard’s proposal: It is worth explaining what I think the SNP is referring to when it mentions ‘innovative finance mechanisms’. It is my belief that they are referring to green infrastructure quantitative easing,which was the subject of a speech I made at the Convention of Scottish Local Authorities […]

Read More