Jesse's Café Américain

"Why is my language not clear to you? Because you are unable to hear what I say. You belong to your father, the devil, and you want to carry out your father’s desires. He was a murderer from the beginning, not holding to the truth, for there is no truth in him. When he lies, he speaks his native language, for he is a liar and the father of lies."
John 8:43-44

Showing posts with label bubbles. Show all posts
Showing posts with label bubbles. Show all posts
28 February 2009

The Bubble In US Treasuries and Its Implications

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The Treasury bubble is likely to be much less destructive than the Internet and Housing Bubbles. The bubble in the US dollar, however, if on...
13 February 2009

The Next Bubble to Implode: Commercial Real Estate

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Cartoon courtesy of Giovanni Fontana
31 December 2008

The Fuel for a Speculative Rally but Not a Recovery

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At some point we may stop confusing asset bubbles with economic growth. In the meantime, we might expect the shallow and immature stewardshi...
31 October 2008

Avoiding a Great Depression: Rescue, Rebalance, Reform

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The 1920's were marked by a credit expansion, a significant growth in consumer debt, the creation of asset bubbles, and the proliferatio...
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