interest rates

Salting the Economy to Death—-Lessons From The San Joaquin Valley

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No Profits, No Problem—-The “Ex-Items” Scam Proliferates

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The Fed’s Sunny Skies Get Another Rebuke—–Credit Markets Keep Deteriorating

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Calling The Sheep: Pets.Com In 2000, McMansions in 2005, Bear Stearns in 2007, FANG in 2015

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A Monetary Ghost Town Called Federal Funds—-Or Raising A Rate That No One Pays

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The Quick Burn of Balance Sheet Capacity Is the Recovery’s Mangled End

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Banally Hopeful——The Fed’s ‘Partly’ Corner Gets Smaller And More Suffocating Every Meeting

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The US Soft Patch Deepens——Weak CapEx Belies Escape Velocity Meme

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The Chinese Communist Party’s Great Big Yucker—-A 5-Year Plan To Scale Back The State!

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Ignore That Dog Whistle–Why China’s Rate Cut Is Bad News, Not A Pavlovian Signal To Buy-The-Dip

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