- Long Term Projection, Macro, and an Analysis Retrospective
- The Real Macro Risks
- A Decent Macroeconomic Filter
- Why Deficit Spending and Creative Destruction are not Mutually Exclusive Positions
- What would happen if the US Federal Government stopped issuing bonds?
- The danger is from the spending cuts, not the potential downgrade
- Margin Debt, the Stock Market, and QE
- Economics thought exercises part 1: getting the feel (This is a post by checklist, but I am involved in a good debate in the comments)
- Inflation and Asset Price Responses, and the (Non)Correlation to the Central Bank Policy Stance
- Thoughts on a Job Guarantee Program
- One of the smartest comments I have read yet regarding Quantitative Easing
- Follow Up: QE is not Inflationary, Thoughts on Risk Asset Instability
- The Matter of Deficits, Sovereign Default, and Modern Monetary Theory
- Inflation/Stagflation/'Flopflation' - Conditions under which prices are 'sticky'
- The Valuation Bottom of 2009: Rehashing the "Once in a lifetime buying opportunity" argument
Macro
Notable macroeconomic posts and/or comment threads from both this blog and my CAPS Blog: