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June 28, 2015

Budget, Debt, and Deficits
A Roadmap for Ukraine

U.S. and European efforts to resolve the Ukraine crisis seem to be finding their stride in recent days. U.S. Secretary of Defense Ash Carter ended months of “will they won’t they?” by announcing earl…

June 29, 2006

Emerging Markets
Levered long/ long funds …

An anonymous partner at a mid-sized London hedge fund expressed something I was trying to say a couple of weeks ago fair better than I could have.   From the Financial Times: "A lot of managers…

February 17, 2017

India
India Makes Progress on Solar, But Barriers Remain

This guest post is co-authored by Sarang Shidore, a visiting scholar at the LBJ School at the University of Texas at Austin, and Joshua Busby, associate professor of public affairs at the Robert S. S…

A worker cleans photovoltaic solar panels inside a solar power plant at Raisan village near Gandhinagar, in the western Indian state of Gujarat (Reuters/Amit Dave)

April 14, 2014

Egypt
Powering the Way to a Darker Tomorrow: Coal Cannot Solve Egypt’s Energy Crisis

I am pleased to cross post the following article with my friends at The Tahrir Institute for Middle East Policy.  Allison McManus’ timely post on the problems in Egypt’s energy sector and coal is an …

GuestPostTIMEP04142014_CROPPED.jpg

October 7, 2008

Financial Markets
Russia, global lender of last resort? Will Russia bail out the hedge fund of the North ...

A few years ago, analysts looking at the same data that Dr. Krugman highlighted started to call the US a hedge fund. It borrowed short-term in dollars, providing the world wit a safe liquid asset (or…