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Recent Posts

Market Anthropology: The Long Tail of Deflation

With Japan's Nikkei now trading well into its twenty fourth year since its secular peak in 1989, we thought we would take a quick comparative look at the two most talked about deflationary spirals (as weighed by [...]

eFXnews : Japan Advises Europe To Learn its Deflation Lesson …

In delivering its semiannual status report to the International Monetary Fund's leadership, Japan Saturday included a warning to Europe based on its own experience: don't wait too long to react to any tendency [...]

The “Nice Phase of Minsky's Cycle” | timiacono.com

It's kind of ironic to think of all the time and money that went into all those high frequency trading computers (i.e., the hardware design and the [...]

The Eurozone's (and Japan's) deflation problem | Sam Wilkin

I tend to be bullish on Europe – partly as a corrective to the mass of commentators who too early wrote off the crisis in the Eurozone as irresolvable. This optimism has been justified by the recent run-up in European [...]

Minsky is having another moment | George Cooper

This was not a new insight, both Keynes and Fisher had made the observation previously with, respectively, their 'paradox of thrift' and 'debt deflation ' theories. Minsky just explained that there was also a mirror [...]

Has China's Minsky Moment Has Arrived – Business Insider

After years of booming credit expansion, we're now seeing slower economic growth in China and a rising number of domestic bond defaults. This has prompted many to ask has China's ' Minsky moment' [...]

Supporters Of Abenomics Are Clinging To A Giant Myth About Japan

One of the principal arguments touted by Japanese policymakers (and the economists cheering them on) for why deflation is a bad thing and therefore must be overcome is that it depresses consumer spending. The idea is  … [...]

Japan-style deflation in Europe getting harder to dismiss | MacroScope

Japan's 20-year fight against deflation offers important lessons for the euro zone, which could be about to face a similar battle of its [...]

Euro zone deflation – why does it matter to investors? – By Tom Elliott

Broadly speaking, euro zone policy makers fall into two camps: first, those who see what happened when Japan entered a negative debt- deflation , which contributed to the two 'lost decades' of approximately 1990 to [...]

Aging America heading for disaster | New York Post

Fewer Americas were being born, points out Harry S. Dent Jr. in “The Demographic Cliff: How to Survive and Prosper During the Great Deflation of 2014-2019” (Portfolio). Following the Baby Boom, which peaked in … Dent, a business consultant, stock-market prognosticator and author who says now is the time to sell stocks, has plucked an old argument off the dusty shelves of 1980s political rhetoric (“We're nothing like Japan ! And that's horrible!”) and given it a new  … [...]