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Thoughts and discussions in economics, finance and history, with focus on China's interactions with the global economy.
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2008
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November
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- Mankiw on 'what Keynes would have done?'
- The return of Larry Summers
- Summers, Merton and Soros in one Panel
- Jeremy Grantham Interview
- 2008: The most volatile market ever
- China's Steel Production
- Wallet Biopsy
- Why don't 'we' see it coming?
- The End of an Era of the Wall Street
- Tracking government bailout
- China looks attractive to fund managers
- 2008 Stock Market Crash
- Forward-looking Protectionism?
- Bank Lending: Where is the clog?
- Testimony of High-flying Hedge Fund Managers
- The Age of Aging
- Charlie Rose with Bill Ackman
- Cochrane: Time to buy stocks?
- Financial Engineering vs. Real Engineering, Again
- Paulson: We stabilized financial system
- Krugman says depression economics returns
- History of Great Depression
- Becker: No Silver Lining in Depression
- Moral hazard is everywhere
- Markowitz on thinking about portfolio theory in cr...
- Morgan Stanley says Euro breakup is not impossible...
- Krugman defends FDR
- Setser: How Severe a slump in China?
- China to stimulate economy with $586 billion
- Five Myths about Great Depression
- Shiller: Worst time yet to come
- Black Swan Author put his words into actions
- Asian Monetary Fund?
- China and Taiwan allow direct shipping links
- Bob Shiller on why it's so difficult to challenge ...
- Wage increase and China's surplus labor
- Chill winds blow thru China's Manufacturing heartland
- Bernanke talks about the future of GSEs
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November
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