6 points about climate and my doubt about the narrativeI am going to say a VERY unpopular thing and you can go ahead and educate me, with REAL science and facts. Because what I will say is…Mar 31, 202294Mar 31, 202294
Putin Changed the Inflation Outlook DramaticallyPutin’s decision to go with a full-scale invasion of Ukraine has many dramatic consequences that go far beyond inflation and interest…Mar 6, 20222Mar 6, 20222
Democracy and Freedom in Canada and the Rest of the WorldAs a Canadian-born citizen living in Montreal, Quebec, I am incredibly privileged. I was born in a small rural town in Northern Quebec in…Feb 27, 2022Feb 27, 2022
Is There a Government Debt Problem NOW With Biden Spending?For an entire society or indeed for any corporation, a “productive debt” can be loosely defined as a debt that brings in more future…Mar 28, 2021Mar 28, 2021
Biden’s stimulus plan, inflation, and interest rates for 2021–2022It’s a hell of a balancing act. At roughly 10% of GDP, Biden’s almost 2000 billion (2 trillion) stimulus package is massive. Obama’s…Mar 10, 20212Mar 10, 20212
Central Banks vs Bond MarketsBond yields are rising swiftly after hitting rock bottom about 6 months ago. Although yields are still now very low compared to the past…Mar 5, 20211Mar 5, 20211
Growth, fossil fuels, and “green” energyIs there a “limit to growth” as exposed in the Meadows Report? Our global system works on “growth” of production to generate employment…Dec 17, 2020Dec 17, 2020
Why are interest rates so low and are stocks overpriced?Interest rates are at long term historical lows and stock pricing is historically high, based on various metrics. Why and what is likely…Aug 27, 2020Aug 27, 2020
How Much Government Debt is Too Much?The “virus recession” and the policy response to it is going to bring record deficits in dollar terms AND near-record levels in % of GDP…Apr 8, 20201Apr 8, 20201
Markets for 2020 and BeyondAs I wrote in my last few posts, the impact of “the virus recession” is likely to be brutal and huge, BUT short-lived. This is because the…Mar 28, 2020Mar 28, 2020
