One of Janet Yellen’s comments this morning was on the impending unsustainable level of the US debt in the coming years. As the CBO chart below shows, we are likely to approach […]
With the healthcare bill on the sidelines, I can’t voice my displeasure with it this week. That’s OK, because the cartoon below is equally entertaining. I’ve argued more times than I can […]
The mean reversion scores for ETFs are updated now. Check them out under Databases.
Risk, return, and skill in the portfolios of the wealthy This is an interesting piece on portfolio returns of the wealthy. Intuitively, and according to data, we see that during periods of […]
Evidence on the Value of Medicaid Medicaid has been a central issue of healthcare for quite some time and even more so recently. A big reason for this is that Medicaid spending […]
Rough policy notes on Veneto Banca and Banca Popolare di Vicenza (V&V) This is a very detailed read on the situation with Banco Popular being declared “failing or likely to fail.” The […]
Oh! What a Lovely Trade War This is a nice read on the issues with trade and tariffs. It should be intuitive that tariffs benefit the first order company involved, but those […]