Fed Watching – January 26th

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10 (5!) minute long breakdown of the week’s events in markets and the economy.

Markets flat. No major economic news.

Links:
Ben Carlson on what he learned from Jack Bogle: https://awealthofcommonsense.com/2019/01/what-i-learned-from-jack-bogle/

Capitalists in the Twenty-First Century (long, white paper): http://www.ericzwick.com/capitalists/capitalists.pdf



Fed Watching – January 19th

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10 (5!) minute long breakdown of the week’s events in markets and the economy.

Markets up again. No economic news. IQs stagnating?

Links:
Timothy Taylor comments on the Flynn Effect: http://conversableeconomist.blogspot.com/2019/01/the-flynn-effect-rising-iq-scores-over.html

Jacob Falkovich’s post, Tails of Great Soccer Players: https://putanumonit.com/2015/11/10/003-soccer1/

Fed Watching – January 12th

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10 minute long breakdown of the week’s events in markets and the economy.

Markets up. Clarida speech.

Links:

Crypto Double Spend Attack

See this link on actual double spend attacks.

Clarida Speech Transcript

Powell Speech

Meeting Minutes from December FOMC Meeting

Fed Watching – January 5th

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10 minute long breakdown of the week’s events in markets and the economy.

Markets up. Powell dovish.

Weekend reading:
James Osborne at Bason Asset Management 2018 in Review: https://basonasset.com/2019/01/02/2018-in-review/

Scott Sumner at Econlib, It’s getting harder to influence the Fed: https://www.econlib.org/its-getting-harder-to-influence-the-fed/

Fed Watching – December 22nd

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10 (15!) minute long breakdown of the week’s events in markets and the economy.

Markets hammered, Fed raises rates.

Weekend reading:
FOMC Press Conference with Jay Powell: https://www.youtube.com/watch?v=e_t-CuKEAhA

AQR’s Cliff Asness, Once More Without Feeling: https://www.aqr.com/Insights/Perspectives/Once-More-Without-Feeling

Fed Watching – December 15th

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10 minute long breakdown of the week’s events in markets and the economy.

Markets slightly down, little economic news and decent numbers, we await next week’s FOMC meeting.

And a new segment! Weekend reading:
In Defense of Finance: https://putanumonit.com/2018/12/14/defense-of-finance/
Bitcoin is not a bubble: https://www.econlib.org/bitcoin-is-not-a-bubble/
Good News & Bad News About Saving For College: https://awealthofcommonsense.com/2018/12/good-news-bad-news-about-saving-for-college/
Lambda School: https://lambdaschool.com/