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April 19, 2017

Tyler Cowan, “The Complacent Class”

My "go to" blog, Marginal Revolution, co-creator Tyler Cowan is interviewed in the Wall Street Journal about his new book, "The Complacent Class" (an

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April 18, 2017

China’s GDP Growth May be Understated…

By Hunter Clark, Maxim Pinkovskiy and Xavier Sala-a-Martin... Here is the abstract (my bolds): "Concerns about the quality of China’s official GDP

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April 18, 2017

Crude Oil Options Update…

Here is the chart of implied volatility for WTI going back long enough to show the big spike in 2008 (not a record high...135.4 on 1/14/91 is the

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April 17, 2017

Dueling Fed GDPNowcasts, revisited…

The Atlanta and New York Feds put out separate estimates of GDP using up to date information... On Friday, each estimate was revised lower due to the

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April 17, 2017

US Oil Production…

These numbers are based on the weekly estimates from the EIA... Currently, US Oil production is at 9.235 mbd... Here is a long term chart of US

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April 17, 2017

Debunking commodities as an asset class… WSJ, Campbell Harvey

Ira Iosebashvili and Timothy Puko report in the Wall Street Journal on Duke University's finance professor Campbell Harvey: "His next project is

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