Category Archives: Macro

Is there a storm coming?

Anyone who has spent some time in a sailboat will have an appreciation for the ‘calm before the storm’.  It is a brief moment that is simultaneously peaceful and unsettling; there is no mistaking it. Everything slows down and the … Continue reading

Posted in Business, Economics, Finance, Global Interest Rates, Globalization, Macro, Monetary Policy, Ruminations, Stocks | 2 Comments

Are Boomers Crowding Out Tomorrow’s Workforce?

I’ve come across a few articles discussing the idea that the older workers are, or are not, taking jobs from the young.  I find this discussion interesting and one I want to ponder over a bit. The first is one from … Continue reading

Posted in Business, Economics, Human Resources, Labor, Macro, Politics, Ruminations, Society | 2 Comments

U.S. Employment Level & Baby Boomers: What Comes After Act IV?

The Baby Boom generation is a topic that can yield volumes of data and discussion.  As a group, they comprise a roughly 76 million strong explosion of the U.S. population that was born between 1946 and 1964.  In the aggregate, … Continue reading

Posted in Economics, Labor, Macro, Politics, Society | Tagged , , , | 4 Comments

Economics and Parties

I found these interesting thoughts hidden in one of my notebooks.  I never finished it, but I think the timing was not coincidental – November 2006.  I wish I could say that I can write like this now, but my … Continue reading

Posted in Economics, Macro, Ruminations, Society | 2 Comments

The Fed Continues Monetary Policy of ‘Accommodation’

The Federal Reserve has just announced that it will continue its policy of purchasing $85 billion worth of mortgage backed securities and Treasury securities each month.  Perhaps I was too optimistic but I was expecting the Fed to announce the … Continue reading

Posted in Business, Corporate Finance, Daily News, Economics, Finance, Global Interest Rates, Macro, Monetary Policy, Politics, Taxes | Tagged , , , | 5 Comments

Democracy and Its Discontents

David Brooks of the New York Times just wrote an interesting piece about the political problems facing the United States and the European Union.  He writes that both the U.S. and the European Union are facing a situation where two political … Continue reading

Posted in Business, Democracy, Law, Macro, Politics, Ruminations, Society, Sociology | Leave a comment

The slowdown in China and what it could mean for Brazil.

The May/June issue of Foreign Affairs has an insightful analysis about the slowdown in China and what it could mean for Brazil’s economy. As most are aware, China has built an export oriented machine over the last decade that has … Continue reading

Posted in BRICS, Business, Economics, Globalization, Macro, Ruminations | Leave a comment