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Zillow: House Prices up over 5% year-over-year in March, Case-Shiller expected to show 9.8% YoY increase

May 21st, 2013
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From Zillow: Annual U.S. Home Value Appreciation Exceeds 5 Percent for Sixth Straight Month in April

Excess German savings, not thrift, caused the European crisis

May 21st, 2013
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One of the reasons that it is been so hard for a lot of analysts, even trained economists, to understand the imbalances that were at the root of the current crisis is that we too easily confuse national savings with household savings. By coincidence there was recently a very interesting debate on the subject involving several economists, [...]

Why Are the CPI and the PCE Giving Different Estimates of Inflation?

May 21st, 2013
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In January 2012, the Federal Open Market Committee announced that its long-run objective for inflation was 2 percent as measured by the Personal Consumption Expenditures price index. At the time, the PCE appeared to be moving toward this target. But since then, PCE-based measures have drifted down. Toward the end of 2011, the year-over-year change in the PCE was close to 3 percent, but by March, when the PCE fell 0.1 percent, the 12-month percent change in the index had fallen to just under 1 percent.

The Long-Term Employment Impacts of Gentrification in the 1990s[Federal Reserve Bank of Cleveland, working paper no. 13-07]

May 21st, 2013
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This paper explores the degree to which gentrification impacts local labor markets. It begins by describing the nature of employment change in one archetypical gentrifying neighborhood—Chicago's Wicker Park—to motivate the central hypothesis that gentrification is associated with industrial restructuring. Next, a detailed analysis is presented on the long-term employment changes in neighborhoods that have experienced gentrification during the 1990s across a sample of 20 large central cities.

Hope from the margins

May 21st, 2013
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These notes offer a quick glance to ways, in the south of Mexico, in which people are regenerating the society from the bottom up. It is a new kind of revolution without leaders or vanguards....

Half of oil burnable in 2000-2050 to keep us within 2 degrees warming has been used up as we hit 400 ppm

May 21st, 2013
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We have a race between peak oil and global warming. Symptoms of these complex processes pop up every now and then.

GMAMX: Goldman Sach’s Muppet Fund of Funds

May 21st, 2013
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In our day job, we have a Fiduciary relationship with our clients. A Fiduciary has a legal obligation where all actions are performed for the benefit of the client. It is a much higher duty of care than the typical “Suitability” standard, which essentially says you cannot sell Facebook IPO shares to Grandma. We sit on the same side of the table as our investors, as opposed to adversaries looking to “monetize” clients. So you can imagine our amusement when the prospectus for this fund made its way to our attention yesterday:

The Poisoned Chalice: Genetic Heritage, Future Demise

May 21st, 2013
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During the Pleistocene evolution favored those humans who left the most descendants so our evolved instincts encourage us to procreate, seek status and consume resources. Now sustainability is an existential issue and these instincts and our invention of technology are threatening our future.

What Kind of Example Is Canada Setting?

May 21st, 2013
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Is any nation on Earth taking seriously the need for a true-cost economy, where we live sustainably in a steady state?

Warrior Writers

May 21st, 2013
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How can reporting on energy, presented as opportunity or catastrophic risk, compete against grumpy cat memes and economic woes? Is there a secret to breaking through the flood of information to make a meaningful impression on the public?

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