Did The Mortgage Markets Really Cause The House Price Bubble?
If credit supply eases then presumably things bought with that expanded credit supply rise in price? Well, yes, obviously, right?
Credit supply and housing speculation
Atif...
It’s Dangerous To Try Catching A Falling Knife
Don't forget, the end price of every corporate stock is $0.
Some Boeing 737 Max planes decided to meet the ground too early
Back a couple...
Revenue Recognition Is Always A Difficult Thing – Tesco, Eddie Stobart and WeWork
Just when is revenue actually revenue?
A supermarket chain, a trucking and logistics company, Turkish fruit packaging, the most overhyped VC investment of all time,...
The FT Entirely And Completely Misunderstands AIM Tax Breaks
If only the country's main finance and economics newspaper was written by those with a smattering of knowledge about finance and economics. Not something...
Doesn’t This Just Kill The CEOs Are Overpaid Argument
There are those who insist that CEOs are overpaid. What shareholders do with their own money is not, of course, something to be determined...
We Will Get The Bonfires Of Red Tape, Huzzah!
Perhaps not enough red tape will get put on that bonfire because they're only talking of the one sector here. But the journey of...
A Particularly Stupid Analysis Of UK Government Borrowing Costs From Richard Murphy
If only any one of the Tre Professori knew what they were talking about. For Richard Murphy, who does indeed hold three professorial positions...
The Failure Of Peer To Peer Lending
Some background
I muttered of my distrust in peer to peer lending here back in 2015. Seven years ago at Forbes and elsewhere more recently....
Well, Yes, Obviously Mr. Dalio – The Fed Raising Interest Rates Should Impact Asset...
This is not the most remarkable observation of all time by Ray Dalio, that the Federal Reserve interest rate rises are reducing asset prices....
Beware Open Ended Funds With An Illiquid Underlying
A classic liquidity mismatch
We should all know that there's an inherent problem with fractional reserve banking, after all, it was explained back in It's...