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    • (whole album)
  • Home
  • About
  • Soundtrack
    • - Custard Pie
    • - The Rover
    • - In My Time of Dying
    • - Houses of the Holy
    • - Trampled Under Foot
    • - Kashmir
    • - In the Light
    • - Bron-Yr-Aur
    • - Down by the Seaside
    • - Ten Years Gone
    • - Night Flight
    • - The Wanton Song
    • - Boogie with Stu
    • - Black Country Woman
    • - Sick Again
    • - (whole album)
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Paul Krugman versus the Old Lady, Revisited

September 11, 2018ffwbank credit cycles, bank lending, Bank of England, banking fallacies, central bank money, Hyman Minsky, Keynesianism, macroeconomics, mainstream economics, Monetarism, monetary base, money multiplier, New Classical economics, Paul Krugman, Steve Keen

old lady and krugman

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Recommendation for Bond Investors: Don’t Fight Financial Repression

August 29, 2018ffwAIG, baseline scenario, budget outlook, Carmen Reinhart, CBO, central banking, Charles Calomiris, debt held by the public, debt-to-GDP ratios, ECB, Federal Reserve, financial repression, gold prohibition, M. Belen Sbrancia, Regulation Q, Stephen Haber, Treasury bonds, William Hogeland8 Comments

debt

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A Bullish Bond Argument That Hides in Plain Sight

August 14, 2018ffwbond outlook, business cycle, consensus forecasts, FocusEconomics, Gustavo Fring, inverted yield curves, recession risks, Treasury market, yield curve6 Comments

hide in plain sight fring

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Our Best Stock Market Indicator Is Flashing Yellow

July 28, 2018ffwfed funds rate, Fed put, Federal Reserve, inflation, Jerome Powell, market corrections, market indicators, monetary policy, monetary tightening, S&P 500, VCURVE29 Comments

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The Fonzie–Ponzi Theory of Government Debt: An Update

July 18, 2018ffwausterity, Bank for International Settlements, CBO, Charles Ponzi, confidence tricks, debt capacity, debt tolerance, debt-to-GDP ratios, financial instability hypothesis, government debt, Hyman Minsky, hyperinflation, IMF, Keynesian endgame, Ponzi scheme, pyramid scheme7 Comments

fonzie-ponzi 1

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6 Things To Know About This Week’s CBO Report

July 1, 2018ffwArgentina, Carmen Reinhart, Congressional Budget Office, debt default, debt held by the public, debt projections, debt restructuring, debt-to-GDP ratios, financial repression, fiscal balances, fiscal crisis, gross debt, inflation, intragovernmental debt, Kenneth Rogoff, long-term budget outlook, Medicare, productivity growth, Social Security, unemployment rate43 Comments

debt

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The Fed Just Made Its Most Hawkish Turn in 30+ Years (Did Anyone Notice?)

June 25, 2018ffwasset-price bubbles, bank supervision, Ben Bernanke, credit bubbles, dual mandate, employment, Federal Reserve, financial excesses, FOMC, forward guidance, Global Financial Crisis, inflation, inflation targeting, Janet Yellen, Jerome Powell, macroprudential policies, monetary policy, monetary tightening, regulation, triple mandate18 Comments

bubble popping picture

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A Recession Indicator for Independent Thinkers, Part 2

June 5, 2018ffwbank credit, bank-created money, banking crises, bond default rates, business cycle, commercial banks, corporate earnings, credit crunch, delinquency rates, Federal Reserve, final domestic demand, financing sources, fiscal policy, GDP, Global Financial Crisis, high yield bonds, house prices, inflation, lending standards, Lyndon Johnson, Moody's, prior domestic saving, private debt, public debt, real GDP growth, recessions, yield curve18 Comments

lp record 2

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A Recession Indicator for Independent Thinkers, Part 1

May 27, 2018ffwAnna Schwartz, bank credit, business cycle, circular flow, Conference Board, equation of exchange, GDP, inflation, Keynesianism, LEI, M2, Milton Friedman, Monetarism, monetary aggregates, money creation, New Classical macroeconomics, velocity of money, yield curve47 Comments

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A Contrarian Take on the Great Yield Curve Scare

April 28, 2018ffwbusiness cycle, expansions, fed funds rate, Federal Reserve, interest rates, monetary policy, recessions, San Francisco Fed, term premium, yield curve38 Comments

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