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May 6, 2016

Elections and Voting
Campaign 2016 Friday Foreign Policy Roundup: Trump’s Foreign Policy Message Resonates With Many Americans

And then there was one. Despite all the naysayers, Donald Trump emerged from the field of seventeen Republican candidates to become the presumptive GOP nominee. He’s made it clear that he will put wh…

Trump-Win-JPEG

May 23, 2016

United States
Will Killing Mullah Mansour Work?

On Saturday, the Pentagon released a remarkable statement: “Today, the Department of Defense conducted an airstrike that targeted Taliban leader Mullah Mansur.” Soon after, a tweet from the Office of…

Mullah Mansur

December 19, 2012

Fossil Fuels
Oil Boom... And Risk Management

A story on NPR yesterday morning, “The Downsides of Living in an Oil Boomtown,” had an interesting portrait of the economic effects of high oil prices and booming oil production on Williston, North D…

March 22, 2009

Budget, Debt, and Deficits
Last week’s move in the Treasury market ...

When financial historians get around to writing the history of the great crisis of 2008 (or great crisis of 2007-09?), they will no doubt focus on the collapse of the market for securitized mortgages…

Last week’s move in the Treasury market ...

April 19, 2013

Economics
The No-Growth Meetings

My conversations with investors on the margins of the IMF/World Bank meetings shows a broad anxiety about growth.  Europe is first on the list of concerns, along with a slowdown in China and US fisca…