Would it make sense for firms to try to slow down their equity structure? Equity markets are made of two classes of participants. The minority consists of long-term investors who,…

National Bank of Greece depository receipt certificate (source) If you’re like me and you like to: 1) explore anomalies in markets; and 2) mix equity analysis with monetary analysis, then…

In his first blog skirmish, Ben Bernanke took on Larry Summers’ secular stagnation thesis, generating a slew of commentary by other bloggers. If the economy is in stagnation, the econ-blogosphere…

Here’s a conundrum. Many commentators have been trying to puzzle out why stocks have been continually hitting new highs at the same time that bond yields have been hitting new…

Does a lowering of a central bank’s interest rates create inflation or deflation? Dubbed the ‘Sign Wars‘ by Nick Rowe, this has been a recurring debate in the economics blogosphere…

The so-called corporate “roll up” lies at the conjunction of finance and monetary economics. For those monetary economists who aren’t familiar with the term, a roll-up is a company that…