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The Job Market of 2045

May 21st, 2013
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What will we do when machines do all the work? Source: The Job Market of 2045 What will we do when machines do all the work?

The Credit Bubble and the Calm Before the Volatility Storm

May 21st, 2013
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The developed world remains mired in the debt crisis that roiled the global economy in 2008. Growth is low, and deleveraging is an ongoing process. However, the response by policymakers has been strong, and free money is leading to bubbles, the misallocation of capital and excess leverage. In this note, we lay out a framework and road map for investors to look at the rise and inevitable bursting of the bubble in global corporate bonds. The Fed and the rest of the G4 central banks have created a bubble in the corporate bond market.

The Geography of Student Debt

May 21st, 2013
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 The Geography of Student Debt Andrew Haughwout, Donghoon Lee, Wilbert van der Klaauw, and Joelle Scally May 14, 2013    

International Corporate Tax

May 21st, 2013
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The international tax principles underlying the taxation of corporate income are attracting more and more attention.  Ireland, in particular, has come under the spotlight.  There is merit to some of the complaints made but most of it is little more than political posturing.  Few substantive proposals are being made. The latest is a report prepared for US Senators Levin (D) and McCain (R) which includes a very interesting appendix on Apple.  The appendix opens:

China's 'Ponzi loans' now 69% of GDP

May 21st, 2013
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China's electricity consumption (green line) is the best real-time guide to economic developments.

What is Suntech Worth? ($STP)

May 21st, 2013
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Suntech Power - the holding company - owns stakes in a handful of subsidiaries e.g. the Wuxi manufacturing sub and the Global Solar Fund. Knowing what we know about the current fate of these subsidiaries, why does anyone think that the holding company securities have any value?

"Special Report: The Rise and Fall of China's Sun King" ($STP)

May 21st, 2013
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From a Reuters story published today: "For Shi, 50, the fall of Suntech gets even more complicated. He is now a defendant in U.S. District Court, Northern District of California in a case brought by a Suntech shareholder. It alleges that Shi set up a company in the tax haven of the British Virgin Islands that supplies polysilicon - a key material used to make solar panels - to Suntech.

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