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MonitoringTheMadness
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John
12/7/18
Update - December 2018
Hello everybody! It's been almost three years since I posted an update to this group. I feel I
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Update - December 2018
Hello everybody! It's been almost three years since I posted an update to this group. I feel I
12/7/18
John
1/27/16
Want to learn how economics really works (and doesn't)? Then read Professor Michael Pettis' latest blog post
All, This post is for those of you who are interested in understanding economics (particularly
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Want to learn how economics really works (and doesn't)? Then read Professor Michael Pettis' latest blog post
All, This post is for those of you who are interested in understanding economics (particularly
1/27/16
ddmar...@gmail.com
,
John
3
9/24/15
question
Clarification: when I said "focussing on the latter" I was referring to focussing on
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question
Clarification: when I said "focussing on the latter" I was referring to focussing on
9/24/15
John
9/24/15
Australian property market is toast - property investors beware
All, As usual, available time is limited but I need to get this brief note out. With the usual
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Australian property market is toast - property investors beware
All, As usual, available time is limited but I need to get this brief note out. With the usual
9/24/15
John
9/12/15
Update - September 2015 - general comments with a focus on Australia
Hi all, A spare moment has popped up to write a long-overdue update. Except for some insignificant
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Update - September 2015 - general comments with a focus on Australia
Hi all, A spare moment has popped up to write a long-overdue update. Except for some insignificant
9/12/15
John
7/5/15
What really concerns me
All, I just wanted to be clear that, from a global perspective, what concerns has concerned me most
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What really concerns me
All, I just wanted to be clear that, from a global perspective, what concerns has concerned me most
7/5/15
John
6/28/15
Greece
Dear all, Back in 2010 (yes, five years ago) I wrote to you all to point out that Greece's
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Greece
Dear all, Back in 2010 (yes, five years ago) I wrote to you all to point out that Greece's
6/28/15
John
6/16/15
Highly recommended reading on the epic Australian land price bubble and it's inevitable bust
Dear all, My time is still limited to post more regularly, but I came across the following piece on
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Highly recommended reading on the epic Australian land price bubble and it's inevitable bust
Dear all, My time is still limited to post more regularly, but I came across the following piece on
6/16/15
John
10/7/13
On the US government shutdown and budget standoff
Hi, Just a quick note, in case anyone was interested, with my views on the recent political stoush in
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On the US government shutdown and budget standoff
Hi, Just a quick note, in case anyone was interested, with my views on the recent political stoush in
10/7/13
John
8/20/13
For those watching China: "The changing debate over China’s economy" by Michael Pettis
Hi all, I hope you are all well and prospering. I'm still struggling to find time to regularly
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For those watching China: "The changing debate over China’s economy" by Michael Pettis
Hi all, I hope you are all well and prospering. I'm still struggling to find time to regularly
8/20/13
John
7/21/13
Announcement
What I'm reading
Hi, I haven't followed up with the details I had indicated I would in my last post. Spare time is
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Announcement
What I'm reading
Hi, I haven't followed up with the details I had indicated I would in my last post. Spare time is
7/21/13
John
4/3/13
Update on the "Big Picture"
Hi again, I've been trying to find the time to provide an update on "the big picture".
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Update on the "Big Picture"
Hi again, I've been trying to find the time to provide an update on "the big picture".
4/3/13
John
2/12/13
Fantastic source of Australian property market data
Dear all, It's been a long time! I had fully intended to send out an update during these last few
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Fantastic source of Australian property market data
Dear all, It's been a long time! I had fully intended to send out an update during these last few
2/12/13
John Clark
,
Brian Reed
3
6/15/12
A cautionary note for europeans reading this
Hi Brian, The short answer to your question is this: my view is that people in Australia with "
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A cautionary note for europeans reading this
Hi Brian, The short answer to your question is this: my view is that people in Australia with "
6/15/12
John Clark
5/23/12
A great detailed discussion on the dilemma of Greece's current position and the consequences
Dear all, Still to busy to post a full update, but below is a link to a great analysis of the current
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A great detailed discussion on the dilemma of Greece's current position and the consequences
Dear all, Still to busy to post a full update, but below is a link to a great analysis of the current
5/23/12
John Clark
5/16/12
Bank run in Greece is well underway
Dear all, It's been some time since I posted an update. I have much information to pass on but
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Bank run in Greece is well underway
Dear all, It's been some time since I posted an update. I have much information to pass on but
5/16/12
John Clark
2/17/12
A summary of economic models using a bovine metaphor
Dear all, My mum sent this too me. It may be one that's gone around many times before, but this
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A summary of economic models using a bovine metaphor
Dear all, My mum sent this too me. It may be one that's gone around many times before, but this
2/17/12
John Clark
2/15/12
Deep T sums up the position of the Aussie banks
Dear all, I've been silent for a while - extremely busy. I just wanted to throw this one out for
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Deep T sums up the position of the Aussie banks
Dear all, I've been silent for a while - extremely busy. I just wanted to throw this one out for
2/15/12
John W Clark
1/13/12
Today's selections
Dear all, Here's my favourite picks from the last few days: Borrowers turn lenders as banks tap
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Today's selections
Dear all, Here's my favourite picks from the last few days: Borrowers turn lenders as banks tap
1/13/12
John W Clark
1/11/12
More picks of the bunch
Dear all, Some more selections for you: If no trade reversal now, then when? (Michael Pettis) I don
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More picks of the bunch
Dear all, Some more selections for you: If no trade reversal now, then when? (Michael Pettis) I don
1/11/12
John W Clark
1/9/12
More recommended reading
Dear all, Here's more of my what I've found to be really worthwhile reads: Debt Brittania (
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More recommended reading
Dear all, Here's more of my what I've found to be really worthwhile reads: Debt Brittania (
1/9/12
John W Clark
1/6/12
Picks of the bunch
Dear all, Firstly, I wish you all a happy, productive and prosperous 2012. Here's to hoping that
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Picks of the bunch
Dear all, Firstly, I wish you all a happy, productive and prosperous 2012. Here's to hoping that
1/6/12
John Clark
12/21/11
Recommended reading: Excellent piece by Pater Tanebrarum
Dear all, Pater's recent piece is highly recommended reading. It's got so much great content
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Recommended reading: Excellent piece by Pater Tanebrarum
Dear all, Pater's recent piece is highly recommended reading. It's got so much great content
12/21/11
John Clark
12/20/11
More deception and half-truths
Dear all, I just thought I'd point out the latest deceptions, this time being perpetrated by the
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More deception and half-truths
Dear all, I just thought I'd point out the latest deceptions, this time being perpetrated by the
12/20/11
John Clark
12/19/11
EU steps further into bizarro-world...
All, This latest EU proposal is classic insight into how desperate and bizarre the eurocrats
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EU steps further into bizarro-world...
All, This latest EU proposal is classic insight into how desperate and bizarre the eurocrats
12/19/11
John Clark
12/14/11
Austria getting some attention in the blogosphere
Dear all, I've mentioned Austria in the past, and more recently directly to Dan (a member of this
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Austria getting some attention in the blogosphere
Dear all, I've mentioned Austria in the past, and more recently directly to Dan (a member of this
12/14/11
John Clark
12/12/11
Advice to Aussie businesses - keep a close watch on your customer credit lines
Dear all, When the next wave of the GFC starts to bite, business operators with solid reserves and
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Advice to Aussie businesses - keep a close watch on your customer credit lines
Dear all, When the next wave of the GFC starts to bite, business operators with solid reserves and
12/12/11
John Clark
,
Steven Shaw
3
12/9/11
Australian mortgage rates update: Don't miss the big point
Steven, Re: "Welcome to the new governor of the Australian economy." Yeah - that was an
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Australian mortgage rates update: Don't miss the big point
Steven, Re: "Welcome to the new governor of the Australian economy." Yeah - that was an
12/9/11
John Clark
12/8/11
Recommended reading from The Automatic Earth: You're either at the table or you're on the menu
Dear all, Indeed, this is a very well written piece. December 8 2011: You're either at the table
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Recommended reading from The Automatic Earth: You're either at the table or you're on the menu
Dear all, Indeed, this is a very well written piece. December 8 2011: You're either at the table
12/8/11
John Clark
12/5/11
Dear all, Thanks to Mish, I would like to recommend Pater Tenebrarum's work to you. By my reading
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Dear all, Thanks to Mish, I would like to recommend Pater Tenebrarum's work to you. By my reading
12/5/11