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September 13, 2008

Financial Markets
Much to worry about

The New York Federal Reserve Bank doesn’t use its ability to summon Wall Street’s top leadership to its downtown castle lightly. This doesn’t seem quite like LTCM either. For one, the US Trea…

March 5, 2009

China
A global stimulus shortage …

China doesn’t exactly want to make it easy to evaluate the size of its stimulus. Bragging about the small size of your fiscal deficit -- especially in relation to the US deficit -- suggests a rath…

April 20, 2009

China
Debt Supply

The U.S. is projected to run an unprecedented fiscal deficit this year due to its efforts to boost the economy and rescue the financial sector. In the past few years, the deficit has been financed …

Debt Supply

June 18, 2010

Fossil Fuels
Is Drilling a Relief Well in Advance the Answer to Deepwater Blowout Risk?

There is a lot of buzz over Senator Frank Lautenberg’s suggestion that oil companies be required to drill a relief well at the same time as they drill any deepwater production well. That would allow …

August 17, 2010

Summer Reading

I’m traveling for the next couple weeks and so will be posting lightly (at best). In lieu of analysis, here are a few things I’ve been reading that I’d encourage others to look at too: “Evaluation o…