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July 17, 2009

May TIC Data: Still Buying US Assets But Just the Liquid Ones

This is Rachel Ziemba. Brad will I think be back soon but I figured I’d get in one last post going into some excessive details on the Treasury International Capital (TIC) data. These days, the TIC d…

China USD holdings

July 9, 2009

The lunch may be free, but how much is it worth?

This is Mark Dow. Brad is still away. Diversification is the only free lunch in investing. But the way many investment managers sing its praises, one can’t help but wonder if its value is overstated…

Brazilian Real vs Turkish Lira, over the past year

November 13, 2009

United States
Unfinished Business: The Futenma Story

As President Obama gets ready to visit Tokyo, much of the media coverage focuses on the high politics of the U.S.-Japan alliance. Is this tension a temporary affliction caused by the transition in To…

March 1, 2010

South Korea
The United States and South Korea: Challenges and Remedies for Wartime Operational Control

Bruce E. Bechtol Jr. is Professor of International Relations at Marine Corps Command and Staff College. The views expressed in this paper are those of the author and do not necessarily reflect the of…

39th Security Consultative Meeting

July 10, 2009

Chinese Handcuffs? No, Chinese trade deficit

This is Mark Dow. Brad is away. China has become the obsession that Japan was back in the 80s. And rightly so. It is a huge place, with a robust secular growth force underlying it (remember the cond…

Chinese trade balance, 2002-2009

May 14, 2010

Climate Change
In Defense of CCS

Bashing carbon capture and sequestration (CCS) is a popular game these days. The latest installment is a Robert Bryce op-ed in today’s New York Times. It presents the standard arguments against CCS w…

May 20, 2010

Thinking Through Beijing’s Billions

Photo courtesy of REUTERS/Katrina Manson I have a new piece over at Foreign Policy about China’s money—or, more precisely, about how China’s foreign policy ambitions could change the way it deploys …

Thinking Through Beijing’s Billions

April 15, 2010

Cyberwar? There’s an App for that

Photo Courtesy of REUTERS/Robert Galbraith During the almost two-hour confirmation hearing for Lieutenant General Keith B. Alexander to be Director of the National Security Agency and Commander of…

Cyberwar? There’s an App for that

July 7, 2009

Muito Forte

This is Mark Dow here. Brad’s still on vacation. Here’s a quick chart  for anyone questioning the conditional convergence growth hypothesis in emerging markets. In English, the hypothesis loosely p…

Brazilian vehicle sales vs US vehicle sales, 2001-2009, normalized

July 8, 2009

The Monkey Multiplier

This is Mark Dow. Brad is still away. There has been a lot of response to the assertion I made the other day that base money has not been growing since December, and that the money multiplier is not…

The M2 Money Multiplier vs Base Money, last 16 months