Thoughts on 2014 – Moral Hazard PLUS – Part 1

Reflections on 2014 As a behaviourally focused economics publication we have been very quiet and inactive during 2014. A year of reflection and introspection, however, we are ready to resume service, with vigour. And what better way to start than with a reflective piece and thoughts on the biggest risk we believe are developing under … Continue reading Thoughts on 2014 – Moral Hazard PLUS – Part 1

An Ownership Revolution is required

We have been following the G20 'get those naughty multinationals in the tax tent' debates raging for a few months now, with amusement we have to add; here at theMarketSoul and have the following short thought piece to contribute to the debate. We know the 'outrage' really is all about the what the OECD calls … Continue reading An Ownership Revolution is required

Behavioural Consequences – The UK Bond Market Rigging Scandal

Thoughts on over regulation and disincentives

The Flight – Keeping an eye on the real 30 Year Treasury Yield Rates

The real (inflation adjusted) 30 Year T-Bill rates have since the beginning of the year averaged 1.72% (simple averaging).     Since the beginning of September 2011 the average real rate has dipped to below 1.00% to 0.99%. (Our measurement).   Does this mean that the flight to other asset classes is now in full-swing … Continue reading The Flight – Keeping an eye on the real 30 Year Treasury Yield Rates

The US Treasury Yield Curves #2 – Do you factor inflation into the deal?

In the previous article we posted, mention was made of the (0.72)% [negative 0.72%] real return US Treasury investors can currently expect on 5 Year Treasury Bills.  The Nominal (quoted) Yield Curves and Real (Inflation adjusted) Yield Curves for two specific points in time, namely Friday 29 July 2011 and 30 July 2006 are listed below. Yield … Continue reading The US Treasury Yield Curves #2 – Do you factor inflation into the deal?

The US Treasury Yield Curves – Are the markets really that bothered?

  As a general introduction today we will look at two US Treasury Yield curves.  The first Yield curve in the Curve graphic 1 below is the 3 Month bills compared to the 10 Year bills over the last 5 years. Yield Curve 1 In this table it is clear that the current 10 Year … Continue reading The US Treasury Yield Curves – Are the markets really that bothered?

The Elusive “G” Factor – Part 1

[Economics in a Nutshell]   An Introduction There is a conundrum here somewhere!  As a libertarian leaning Think Tank organization and publication, we instinctively know that more government interference in the economy and bigger government per se is not a good thing.  And so is sovereign debt and the servicing of that debt.  Both are … Continue reading The Elusive “G” Factor – Part 1

The Great Money Deception – Part I

We will interrupt our series of articles on ‘The Trouble with Innovation’ and begin to weave in between those conversations, a more fundamental argument to help enlighten the debate and understanding around the differences between ‘Monetary Economics’ and ‘Real Economics’. The basic themes of this series of articles will be around growth and shrinking in … Continue reading The Great Money Deception – Part I