skip to main
|
skip to sidebar
Raphaël Kahan
Comments on the markets and the economy
About me (LinkedIn profile)
E-mail me
Thursday, December 10, 2009
Paul Kasriel: Airplane thoughts
http://web-xp2a-pws.ntrs.com/content//media/attachment/data/econ_research/0912/document/ec121009.pdf
No comments:
Post a Comment
Newer Post
Older Post
Home
Subscribe to:
Post Comments (Atom)
Subscribe To
Posts
Atom
Posts
Comments
Atom
Comments
Popular posts
The long-term costs of bailouts and nationalization of mortgage debt on inflation and external debt
Stock market technicals
U.S. stock market valuation
Gold: is this a bubble - yet ?
Tax incentives-based measures to tackle the financial sector overgrowth and the Too Big To Fail problems
Bubbles, Chinese reserves, and the banking system
Reconciliation of residual income and free cash-flow models
"Never sell America short"
Blog Archive
►
2010
(31)
►
March
(4)
►
February
(12)
►
January
(15)
▼
2009
(74)
▼
December
(22)
Stock market technicals
European stocks breaking out of their trading range
Are Treasury bond yields headed (much) higher?
New home sales
The euro is starting to get oversold
Existing home sales
Unlike good salespeople, Markowitz didn't believe ...
More on shadow inventory
My 2010 U.S. GDP forecast: 0.7% growth
Priceless
December stock market update
Household debt and stock prices
Rare earth metals shortage
Gold: is this a bubble - yet ?
Paul Kasriel: Airplane thoughts
Econbrowser: Commodity prices and the Fed
FT Alphaville: testing the AAA boundaries
Ever wondered why the real was overvalued?
A (little bit) further evidence on the dollar carr...
Gold spikes charts update
Tax incentives-based measures to tackle the financ...
Two other high-calibre bloggers join the dark side
►
November
(23)
►
October
(9)
►
August
(1)
►
July
(1)
►
June
(1)
►
May
(1)
►
April
(1)
►
March
(6)
►
February
(9)
►
2008
(5)
►
December
(1)
►
November
(2)
►
August
(1)
►
July
(1)
►
2007
(1)
►
May
(1)
Labels
Alt-A
(4)
Asset-backed securtities
(2)
Bank Credit
(2)
banking
(1)
Banking industry
(1)
Banks
(7)
Bernanke
(1)
Bloggers
(1)
Bond market
(1)
Bonds
(4)
Brazil
(1)
Bubbles
(3)
Building Permits
(1)
Carry trade
(4)
China
(2)
Claims for unemployment insurance
(1)
Commercial paper
(1)
Commercial Real Estate
(1)
Commodities
(6)
Consumer confidence
(2)
Contrary indicators
(3)
Credit
(2)
Dollar Carry Trade
(3)
Dubai
(1)
econometrics
(2)
Economic conditions
(7)
Economic Data Surprises Index
(1)
Economic outlook
(18)
Economics
(13)
Emerging markets
(4)
Emerging markets debt
(1)
equities
(2)
Equity valuation
(2)
Fed Watch
(3)
Federal Reserve
(2)
Fiscal policy
(8)
FX
(3)
GDP growth
(4)
GDP growth forecast
(3)
Gold
(5)
gold valuation
(1)
GSE
(1)
Household debt
(1)
Housing
(11)
inflation expectations
(2)
Japan
(1)
John Hussman
(1)
Leading Economic Indicators
(3)
Markets
(9)
MBS
(1)
media
(1)
MEW
(1)
Monetary policy
(12)
Money supply
(4)
Mortage resets
(2)
Option ARM
(5)
Porfolio Management
(1)
Regulation
(1)
Senior Loan Officers Survey
(1)
Shadow inventory
(2)
Small Business Sentiment
(1)
Sovereign debt
(2)
Stock market
(17)
Tax policy
(1)
Technical analysis
(12)
TIPS
(1)
Too Big To Fail
(1)
Treasuries
(1)
U.S. Current Account Deficit
(2)
U.S. Dollar
(6)
U.S. Fiscal deficit
(1)
U.S. Government Borrowing
(1)
U.S. NIIP
(3)
U.S. Trade Deficit
(2)
Unemployment
(2)
Unemployment rate
(1)
Links
My papers (SSRN)
BCA Research
Tim Duy
Haver Analytics
John Hussman
Paul Kasriel
Real Clear Markets
RGE Monitor
My Blog List
Accrued Interest
Getting Involved in Bitcoin
10 years ago
Alea
Calculated Risk
Wednesday: Architecture Billings Index
6 hours ago
China financial markets
Econbrowser
Wisconsin in Last Place for Start-up Activity
8 years ago
Interfluidity
China has much to teach us. John Roberts does not.
4 months ago
J. Bradford DeLong
1 year ago
Macro Man
The Argentina Siren Song And Where Else It Is Sung
5 years ago
macroblog
Do Higher Wages Mean Higher Standards of Living?
5 years ago
Marginal Revolution
The Stargate Project
1 hour ago
naked capitalism
2:00PM Water Cooler 1/21/2025
12 hours ago
Sudden Debt
Bonds And Money
1 year ago
The Aleph Blog
Issues Associated with the Current Election
2 months ago
VoxEU
The US Treasury’s missed opportunity
7 years ago
William J. Polley
Should losers from free trade be compensated?
13 years ago
No comments:
Post a Comment