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10 Jan 2024 1 minute read 0 comments fmiren
If you ever looked at commodity futures or options data, you certainly have seen a figure called open interest. Open interest is the number of derivative contracts outstanding. As you can understand from this definition (but I want to repeat anyway t...
8 Jan 2024 3 minute read 3 comments fmiren
Introduction “The Mystery of Capital” by Hernando de Soto is an amazing book. It seeks to answer the question, “Why Capitalism Triumphs in the West and Fails Everywhere Else”, which is also its subtitle. The question, as you can imagine, is too compl...
7 Jan 2024 3 minute read 1 comment Todd Mei PhD
Get the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation weather report (noun): an observation about the current weather; a prediction about future weather; in economics and finance, definitive news that something wil...
5 Jan 2024 3 minute read 0 comments Bigsky_Crypto
Conflict and chaos are nothing new to the Middle East. It is an unfortunate cycle that keeps popping up over and over again. The word unfortunate is really not correct to use here, catastrophic is more appropriate. To all those affected by this lat...
4 Jan 2024 1 minute read 0 comments fmiren
Decades of low-interest rate policy by central banks distorted economy. 2007-2008 financial crisis happened due to artificially low interest rates and cheap money. Failures of several banks recently were also due to that irresponsible policy. Henry H...
31 Dec 2023 3 minute read 1 comment Todd Mei PhD
Get the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation Santa Claus effect (noun): the positive knock-on effect of the holiday-time rally which tends to persist until the end of the year; the astonishment and disappo...
28 Dec 2023 1 minute read 2 comments davidgyoung
Forgive us for the jejune title. Internet boom. Internet bubble burst. Internet apps boom (search, shop, email). Real estate mini boom. Real estate massacre great financial crisis. Internet apps boom (social media, cloud, web services). Real estate...
24 Dec 2023 3 minute read 3 comments Todd Mei PhD
Get the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation Schrödinger’s Cat (noun): a physics thought experiment used to illustrate superposition, or that a thing can exist in multiple states at once—i.e. that a cat ca...
21 Dec 2023 1 minute read 0 comments fmiren
Balance Sheet Recession Balance sheet recession is one kind of economic recession that differs from other “ordinary” recessions. It is an environment in which private sector pays down its debt. Since this implies less corporate spending or investing,...
20 Dec 2023 2 minute read 0 comments davidgyoung
First three in this series took a swing at a few topics on this journey, and those are shown below: YouTube - Why or Why Not - Part 1 YouTube - Impressions - Part 2 YouTube - Data and Analytics - Part 3 Part 4 is the final contribution for now, and i...
