Outside the Box, September 2016
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September 28, 2016
I have for you a very interesting and unusual piece for this week’s Outside the Box. It is not that I do not regularly send things by authors who see the world differently from me, but I rarely delve into the political and geopolitical world.
My friend Dr. Woody Brock is one of the most brilliant game theory specialists that I know. He studied with the most accomplished game theoreticians in academia, and he regularly applies game theory to economics and investing.
It is no understatement to...
September 21, 2016
I’ve been saying for the past couple years that the next recession here in the US will probably be triggered by an external macro event or cascade of events, coming out of Europe or China. Today’s Outside the Box sharpens our focus on China, which had already got quite a lot sharper with Michael Pettis’s piece in Outside the Box on Sept. 2.
Today’s post comes from Ambrose Evans-Pritchard of the London Telegraph. He is commenting on the recently released quarterly report of the Bank for...
September 7, 2016
As my regular readers know, I am heavily focused on the massive monetary policy errors that are being foisted on the world by central bankers. This is not going to end well. My letter this weekend will probably be one of the most controversial that I have ever written, and I will probably lose a few longtime readers from the Federal Reserve. (Yes, some of them actually read me, probably more for the humor than the instruction, and for talking about me around the water cooler). For this week’s...
September 2, 2016
It has been a while since we have taken a close look at China. After the dustup with Chinese “depreciation” about this time last year and all the hysteria, all eyes have been trained on the rest of the world. It has been only a little more than a year since we published the book I co-wrote with Worth Wray on China, which we called “A Great Leap Forward?” The title was meant to be ironic, because the original Great Leap Forward imposed by Mao in the ’60s was one of the most economically...