Kamala Harris’ $2.25 tril. “Money Tree”, and Economic Populism

The socialist recipe for economic failure: Price controls, higher taxes, government intervention and subsidies paid for by printing an ever-depreciating currency. These are the main pillars of “21st century socialism” and the radical leftist Peronism that destroyed Argentina. These are also the key elements of the economic plan presented by Kamala Harris and the Democratic …

Rising MFO Lending Creates Bubble in Russian Economy

On the face of it, for Russia its “war economy” has ostentatiously turned its “back” on Western sanctions, while the war in Ukraine is in its third year, with no end in sight. Its GDP grew by 3.6% in 2023, having been consistently positive for the past five quarters. Thanks to Russia’s broken alliance with …

After Inflation, the beginning of Recession or Stagflation?

The inflation phenomenon continues to weaken recently (at 2.5% in June in the Eurozone) although as has been emphasized several times this does not mean that prices are falling. Accuracy remains a “noose” for incomes, a condition that can lead to a parallel weakening of economic activity and investment and ultimately to recession. The odds …

The Big Mistake of Markets for Central Banks

Six months ago, the world’s major central banks were preparing for a move that would reward anyone with a credit card or hoping to buy a home or run a business: A global shift to lower interest rates that would make borrowing cheaper and loans more available. Interest rate cuts are “a topic of discussion …

Central banks are creating poverty with real estate, stock and over-indebtedness ‘bubbles’

Due to loose monetary policy (quantitative easing), financial assets appreciate without being supported by proper fundamentals while real estate becomes investment vehicles and the lower income strata are excluded from ownership. Despite what the conventional narrative about the economy holds, central bank monetary policies are a form of distortive government intervention in the economy. Their …

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