UK houses, Occam’s razor and fraud

July 15, 2010

We may just possibly have an explanation for how British property prices have held up so well though the crisis: fraud.

What the shipping market tells us about the air freight and export market

July 13, 2010

An interesting contrast is shaping up in global trade, where some indicators of the movement of raw materials are crashing even as exports from China and air traffic continue to show outstanding strength.

Stress tests and cargo cults

July 8, 2010

How are European officials orchestrating the bank stress tests like Pacific islanders speaking into coconuts and waiting for cargo to drop from the skies?

Inflation or Deflation, why settle for just one?

July 1, 2010

If you are trying to decide whether to fret about inflation or deflation, don’t bother: you may just get both.