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Why Europe is both a curse and a blessing for Italy
The blessing of having a stable democracy is the curse of regressing economically
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The Market Dog
While everyone is talking about technology destroying jobs, nobody talks about the lack of technology destroying companies.
Over the next decade, labour & commodities shortages will reward the brave worker, the ambitious company & the balanced investor while sinking the…
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The Market Dog
3
Yet another logistic nightmare in China
This post is for housekeeping purposes only & will not be sent via e-mail. The original thread was written on March 13th. Since then the situation…
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The Market Dog
Where did the magical drop in inflation go?
“Transitory inflation” proponents promised us disinflation for 18 months. I still see nothing.
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The Market Dog
Why does the stock market like deaths so much?
This time might be different.
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The Market Dog
All rage against MMT
The fallacy of Modern Monetary Theory
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The Market Dog
2
The real story of negative real rates
A fairy tale in the markets
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The Market Dog
1
The stock market is a giant Ponzi that Central Banks are trying to rescue at all costs
I will look at why Central Banks are putting so much effort to rescue markets. First I want to look at who owns stocks. Households own the majority of…
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The Market Dog
2
Dog macro insights
The tales of a dog in the markets.

Dog macro insights

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