Category Archives: Guest Post

Ukraine Update: Back of the Envelope Calculations, Digital Evidence, Maps, Scenarios

The fog of war in Ukraine

Links 2/25/2022

Spanish Pensioners Win Rare Victory Against Banks’ War on Cash

After bearing the brunt of the banks’ years-long war on cash, elderly customers have had enough and are not going to take it anymore.

The Private Equity Industry in the New Interest Rate Environment

Private equity has been a big winner thanks to a long-term trend of falling interest rates. What happens in a less favorable environment?

2:00PM Water Cooler 2/24/2022

~ Today’s Water Cooler ~

“Bankruptcy For Moderna, Definitely Pfizer”

Pfizer and Moderna stocks have tanked over liabilty worries. The case made by vocal critic Edward Dowd.

Is 4% the “Magic Number” for Mortgage Rates to Prick the Housing Market (and Stocks)?

Is the housing market about to hit a tipping point?

What the Latest Science Says About Antarctica and Sea-Level Rise

Why Antarctica is a huge wild card in the progress of sea level rises.

2:00PM Water Cooler 2/23/2022

~ Today’s Water Cooler ~

Financialization at Heart of Economic Malaise

Sadly, finacialization is still very much with us, even though policy-makers know better by now.

5 Commodities That Could Explode As The Ukraine Crisis Escalates

A look at the commodities that are most vulnerable to reduced supply from Russia.

2:00PM Water Cooler 2/22/2022

~ Today’s Water Cooler ~

Does Limited US Shale Spending Guarantee Higher Energy Prices?

Reduced shale investment is set to lead to sustained higher prices. That’s good for the planet but hard on budgets.

Will Fresh US-EU Sanctions Hurt the EU More Than Russia?

The sanctions could end up causing more pain to U.S. allies in Europe than Russia itself, which will probably use this opportunity to take another step closer to autarky.