Liminal Investment Advisory
Views on finance and economics [South Africa and the ROW]
Sunday, February 8, 2009
Links
Weekend Reading:
denninger - What the Fed is and Isn't
interfluidity - i like this little piece on money
EcV - is the Fed tightening, and if so, why?
EcV - the great multiplier debate (NB)
EcS -on anti-keynesians
An econometrics Blog
Barro interview
Saxo Macro (although he has just quit)
Mankiw's preferred stimulus
(similar to debates of Keynes and his suggestion to drop payroll taxes)
Everything you wanted to know about CDSs
Rodrik - Why not use SDRs? (NB)
$3.3trn lost in US home values
IS, LM, and two wedges: understanding the second wedge
TBP - great piece on Media as a contrarian market timing tool
http://lanekenworthy.net/2009/01/14/a-keynesian-free-lunch/
http://lanekenworthy.net/2009/01/18/why-the-conversion-to-keynes/
http://angrybear.blogspot.com/2009/02/econ-101-and-public-investment.html
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