Worldwide Economies – Be Prepared for the Worst!
(B) We have moved quickly from a pre-Covid economic world that was characterized by: To a past-Covid economic world characterized by: To the exception of energy stocks which returns are […]
Causality and Econometrics
(B) While one of my interests is causal inference in data science, and I have been studying causal inference for business applications in particular the life cycle of products, I […]
The Next Black Swan: the $13 Trillion Debt of both Developed and Developing Economies
(B) Ten years ago, I wrote a blog post “The Public Debts of the Developed Nations Could Well Lead to the Next Financial Crisis“. Ten years after, it seems that nothing […]
No (Economic) Clarity until 2022
(B) I watched Blackstone Q4 quarterly webcast, titled “no clarity until 2022”, on the financial markets. That webcast was prepared by Blackstone’s Byron Wien and Joe Zidle. I enjoy listening […]
Covid-19 – Day 125: 2020 Covid-19 Recession = No Cash Flows + Furlough + Layoffs
(E) The 2020 Covid-19 Recession = No Cash Flows + Furlough + Layoffs. Companies, and in particular small businesses, that have no cash on their balance sheets are suffering, and […]
COVID-19 – Day 124: Goldman Sachs 2nd Quater GDP Contracting by 24%
(E) CNBC reported the latest economic forecast of Goldman Sachs. Economists, at the financial firm, are forecasting a historically sharp and swift recession, with second-quarter GDP sinking a stunning 24% […]
COVID-19 – Day 120: The Implications of Hitting the Hard 0% Interest Rate Floor
(E) If you want to understand how the economy works, listen to hedge fund manager Ray Dalio. Following Sunday’s announcement of the Federal Reserve, Mr. Dalio published today an article […]
Byron Wien’s Ten Surprises for 2020
(B) There are a few long-timers on Wall Street that I will stop whatever I am doing to listen to them on Bloomberg or CNBC. One of them is Byron Wien from […]
The Timing of the Next Recession and The Negative-Yielding Bond Bubble
(B) I watched Blackstone Q4 quarterly webcast on the financial markets. That webcast was prepared by Blackstone’s Byron Wien and Joe Zidle (I listened regularly to Byron Wien to understand […]
Byron Wien’s Ten Surprises for 2019
(B) There are a few long-timers on Wall Street that I will stop whatever I am doing to listen to them on Bloomberg or CNBC. One of them is Byron Wien from […]
Byron Wien’s Ten Surprises for 2018
(B) There are a few long-timers on Wall Street that I will stop whatever I am doing to listen to them on Bloomberg or CNBC. One of them is Byron Wien from […]
2017 State of Global Tech Salaries
(B) Hired, an online job searching service, based in San Francisco has published an interesting survey about the state of tech salaries. The survey includes Asia Pac and EMEA and […]
Byron Wien’s Ten Surprises for 2017
(B) There are a few long-timers on Wall Street that I will stop whatever I am doing to listen to them on Bloomberg or CNBC. One of them is Byron […]
Brexit and the Future of Europe
(B) Like many of us, I still do not understand the Brexit vote. Is it a distrust of the benefits of the global economic system? A return to nationalist movements […]
Thomas Piketty – Capital in the 21st Century
(B) Part of the Stanford Ethics in Society Series Arrow Lectures, French economist Thomas Piketty did a talk on Friday at Stanford University about his 2013 book “Capital in the 21st Century”. The […]
Raising or Not Raising Interest Rates – That is Now the Question for Policy Makers?
(B) When Mr. Ray Dalio, Chairman and Chief Investment Officer at Bridgewater, talks, I just stop what I am doing, listen to him and try to understand what he is […]
Deep Dive and History of the Greek Debt
(B) John Cassidy from the New Yorker has written a good summary of the true story of the Greek debt and today’s Greek historical vote against austerity. Mr. Cassidy’s article […]
The Internet Economy
(B) I had a chance to read some of the research of the 2014 Economy Nobel Prize winner Jean Tirole about the innovation and the adoption of new technologies. Probably his most […]
Regulating Markets – When and How To Do It?
(E) When I go to Europe, I can obverse how too much market regulations sometimes do not stimulate higher standards of living. But when I am in the US, I […]
Technology not Negotiations will Lead us to Deep Decarbonisation of our Global Economy
(E) Professor Jeffrey Sachs, leading authority (and one of my favorite teachers) in sustainable development has published a new article on climate change negotiations, which have failed miserably so far to […]
Less Expensive to Manufacture in the US
(B) This is not a new fact but it is interesting to hear it from Walmart, a company that knows how to find the cheapest suppliers: “For the first time […]
Jeunes diplomès où trouver la securitè de l’emploi?
(B) The famous French newspaper “Le Monde” had an article quite characteristic of the European culture this weekend: “Jeunes diplomès où trouver la securitè de l’emploi?” – “Young graduates where […]
When Technology Kills Technology
(B) The day that she started her new job, Meg Whitman was interviewed on CNBC by David Faber, and to the question why did she accept the position of CEO at Hewlett […]
No To a Collapsing Europe and the Return of the Great Recession
(B) We did painfully learn in August of this year, during the US debt ceiling crisis, how it is difficult for one country to do the right “thing”. Now imagine, […]
The Urgent Need To Quickly Restructuring The Greek Debt
(B) The Greek debt crisis started over a year ago. And Europe does not seem close to a resolution. It is even worse: the opportunity for the European leaders to […]
A Silicon Valley Insider 