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Gary Anderson's Talkmarkets Articles by Subject

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I have written a lot of vetted articles that are exclusive** to Talkmarkets. Sorting a portion of them by subject will give the reader an opportunity to make sense of it all. I am adding a glossary of terms at the bottom of this page.

For readers interested in economic subjects of the day, these top 30 themes are my efforts to make understanding economics easier:

1. Housing bubble Causes:
Fed Premeditated Mispricing of Risk in Housing, Oil, Junk Bonds and Other Markets 

2. Great Recession causes:
The Federal Reserve Knew LIBOR Was Exploding in 2007 and Did Nothing
LIBOR Destroyed Subprime, But the Fed Deepened the Great Recession
Proof the Federal Reserve Was Responsible for the Housing Bubble and Crash
3. Tracking a Potential New Housing Bubble:
How to Track the Trump Housing Bubble

This Is What Jamie Dimon Wants for Housing

4. History of Hoarding the New Gold (Treasury Bonds):
Hoarding the New Gold: Early History About Structured Finance
5. New Normal and Economic Theory:
Economic Theory Is Dead.…

Trump Shock: Selgin,Coppola and Lambert

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This article was first published by me on Talkmarkets: http://www.talkmarkets.com/content/bonds/trump-shock-selgincoppola-and-lambert?post=116521&uid=4798

The discussion of asset inflation and the failure to get money into the hands of real people takes on an ever more urgent conversation since Donald Trump has been elected president. The Trump Shock may be real. And if and when The Donald should stimulate the economy is a real issue as well, as we can see later in this article. But we have to know why asset purchasing by the Fed did little for main street.

George Selgin has discussed the problem of asset purchases on the CATO Alt-M blog. He essentially agrees with Frances Coppola, that asset purchases have not caused a broad prosperity as they should have. He gives a detailed explanation as to the reason for this. It all revolves around interest on reserves. He said:
As for interest on reserves, although it failed to establish an above-zero “lower bound” on the effective federal …

Frances Coppola on M and Helicopter Money

This article was first published by me on Talkmarkets: http://www.talkmarkets.com/content/bonds/frances-coppola-on-m-and-helicopter-money?post=116232&uid=4798

Frances Coppola is a very helpful blogger and economist who is widely published and well respected. She takes a dim view of asset inflation as many economists rightly do. She knows that there has to be a better way to stimulate the economies of the developed nations. While she believes deficit spending is superior to QE, She is not opposed to helicopter money but is possibly denying its value as opposed to fiscal deficit spending. More on that later.

But first, we should see what her argument is against QE. Basically, she explains in a fantastic and fundamental way, the QTM, the Quantity Theory of Money, MV=PY. Basically she says that the left side of the equation MV, meaning money supply times velocity is affected by the right side of the equation, PY, which is price level times yearly output. So, MV is affected by PY, not…

Great Recession: Coppola's In Betweeners and Central Banks

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This article was first published by me on Talkmarkets: http://www.talkmarkets.com/content/global-markets/great-recession-coppolas-in-betweeners-and-central-banks?post=116100&uid=4798


Frances Coppola is a blogger and economist in the UK. She has some great insights. She has made comments that monetary policy has not been really successful. In fact, she takes UK central banker, Mark Carney, to task over the defense of monetary policy in the United Kingdom.

While Carney and the UK government made mistakes, compared to other central banks it did better. Carney defends the Bank of England by saying:

"Simulations using the Bank’s main forecasting model suggest that the Bank’s monetary policy measures raised the level of GDP by around 8% relative to trend and lowered unemployment by 4 percentage points at their peak. Without this action, real wages would have been 8% lower, or around £2,000 per worker per year, and 1.5 million more people would have been out of work." It is pre…

Anxiety Over Donald Trump Is Palpable In Main Stream Media

This non vetted personal blog article was published to by me on Talkmarkets: http://www.talkmarkets.com/contributor/gary-anderson/blog/energy/anxiety-over-donald-trump-is-palpable-in-main-stream-media?post=115999&uid=4798


Anxiety over Donald Trump as president is palpable in the main stream media. I believe there are legitimate and illegitimate reasons for this anxiety. And certainly the MSM is not the only place where anxiety is found. I believe many citizens have it simply because they cannot quite get their heads around what to expect from Donald Trump.

This anxiety could ultimately affect the stock market, and cause people to flee to bonds for safety.

But I have been reading article after article about the Russian hacking of the US election. It has become an avalanche of articles. Now, let's be clear, the Russians did not hack voting machines according to the FBI, and reported by USA Today. But the articles are trying to link Trump to directly knowing what the Russians we…

Retail Tantrums Are a Clever Attack on Minimum Wage growth

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This non vetted article was published to my personal blog on Talkmarkets: http://www.talkmarkets.com/contributor/gary-anderson/blog/bonds/retail-tantrums-are-a-clever-attack-on-minimum-wage-growth?post=115887&uid=4798


We have seen oil tantrum in 2013 and in 2016 push the yields of 10 year treasury bonds higher. Well, there are retail tantrums now taking center stage. The retail tantrums are a clever attack on minimum wage growth. But some people are wising up to these tantrums. If people want their businesses and their jobs to survive, they need to keep pushing for a reasonable wage, which puts money into peoples' pockets. Spreading prosperity to labor will come back to help the capitalists.

[Nick Hanauer's Ted presentation is shown at the end of this article, and is a sobering look at where we are in the dance between capitalism and labor.]

Consider the attacks on minimum wage improvements from contributors to large financial websites.
Article after article speaks about …