The Assault of Thoughts

In economics, you are what you model – Economix

The EU’s cure-all cured nothing: Why Germany’s medicine is killing Europe – Matthew O’Brien

Do the “Big Four” Australasian banks require special regulation? – The Australia-New Zealand Shadow Financial Regulatory Committee

Our faith is fraying in the god of money – Margaret Atwood

Regulators should encourage more diversity in the financial system – Charles Goodhart and Wolf Wagner

The Assault of Thoughts

Does high-frequency trading alter commodity prices? – David Bicchetti and Nicolas Maystre

Can securitization live with Volcker? – Dealbook

Limits to currency momentum trading – Lukas Menkhoff, Lucio Sarno, Maik Schmeling and Andreas Schrimpf

Trading by bank insiders before and during the financial crisis – Peter Cziraki

China pulls rug from under the Aussie – Nicholas Hastings

Did affordable housing legislation contribute to the sub-prime securities boom? – Rubén Hernández-Murillo, Andra C. Ghent and Michael T. Owyang

The Assault of Thoughts

The dangers of our new regulation – Peter Sands

The synchronized and long-lasting structural change on commodity markets: Evidence from high frequency data – David Bicchetti and Nicolas Maystre

Do stocks always outperform (in the long run)? - The Psy-Fi Blog

What is the real rate of interest telling us? – Martin Wolfe

Transparency, liquidity & valuation -  Mark Lang, Karl Lins and Mark Maffett

Stop letting economists off the hook – Philip Soos

The Assault of Thoughts

Capital shortfall: a new approach to ranking and regulating systemic risks - Viral Acharya, Robert Engle and Matthew Richardson

Accounting disclosure: adding… – FT Lex

Accounting disclosure: …and subtracting – FT Lex

Towards a common financial language – Andrew Haldane

Shadow banking and financial instability – Adair Turner

Genes and investing: natural stock selection – The Economist

The Assault of Thoughts

A comprehensive look at financial volatility prediction by economic variables by Charlotte Christiansen, Maik Schmeling and Andreas Schrimpf

The age of authoritarian democracy by Sergei Karaganov

Credit Suisse to use ‘cocos’ to raise SFr250m – Financial Times

Meeting of central bankers, “Godfather” style – Themis Trading

Economics in the crisis – Paul Krugman

The financial crisis and the pricing of interest rates in the Irish mortgage market: 2003-2011 – Jean Goggin, Sarah Holton, Jane Kelly, Reamonn Lydon and Kieran McQuinn

Regulators consider LIBOR overhaul – Financial Times

Superfast traders feel heat as bourses act – Financial Times

The Assault of Thoughts

Mood swings and the market: how to understand irrational investor behaviour – Paul Kofman

Gold and the international monetary system – Chatham House Gold Taskforce

Why Porter’s model no longer works – Nilofer Merchant

Macroprudential policy in Ireland - Stefan Gerlach

Investing for the long run – Andrew Ang and Knut N. Kjaer

Good regulation needs to fix the broken incentives – Martin Čihák, Asli Demirgüç-Kunt, and R. Barry Johnston

The Assault of Thoughts

The increase in household debt prior to the crisis is not a moral issue – Mark Thoma

Economics and the brain: how people really make decisions – Paul Harrison

How to reduce the deductibility of interest payments – Felix Salmon

The doom loop – Andrew Haldane

The liquidity trap and all that… – Philip Pilkington

Fiscal policy during the Great Depression – Brad DeLong

Good and bad deficits – Robert Skidelsky

The Assault of Thoughts

The death of the peak oil hypothesis – Citigroup Global Markets

Tobin trouble – Mark Roe

Capital shrugged – Mark Spitznagel

Eurozone central bankers and the taboo subject of losses – Gillian Tett

Investor inattention during FIFA World Cup matches – Michael Ehrmann and David-Jan Jansen

Why economists are right: rational expectations and the uncertainty principle in economics – part 1 – David K. Levine

Why economists are right: rational expectations and the uncertainty principle in economics – part 2 – David K. Levine

David K. Levine is totally wrong on the rational expectations hypothesis – Lars Pålsson Syll

How markets become efficient (answer: they don’t) – Mark Buchanan

Financial black swans driven by ultrafast machine ecology - Neil Johnson, Guannan Zhao, Eric Hunsader, Jing Meng, Amith Ravindar, Spencer Carran, and Brian Tivnan

Questioning long-term currency hedges – Alen Mattich

The Assault of Thoughts

Continuing decline in Northern Ireland house prices shows just how much the Republic is in denial – NAMA Wine Lake

Credit ratings and credit risk – Jens Hilscher and Mungo Wilson

The world of finance needs a shame culture – Jonathan Ford

Three principles for successful financial sector reform – Chris Salmon

The art of bankers and economists – Peter Radford

The outlook for the business of hedging against the elements – The Economist

Progress on letting banks fail – Simon Johnson

The history and rationale for a separate bank resolution process – Thomas J. Fitzpatrick IV, Moira Kearney-Marks, and James B. Thomson

 

The Assault of Thoughts

Banking in a market economy – the international agenda – Paul Tucker

Dodd-Frank in one graph – Karen Weise

Misinformed voters – Buttonwood

The Limits of Consistency and Rigor, and Why Economics Needs Eclecticism – John Kay (in an interview with Robert Johnson)

Private Equity and “Job Creation” – James Kwak

Free-market evangelists face a lonely fate - David Rothkopf

The fetish for liquidity (and reform of the financial system) -  L. Randall Wray

Foreign banks and the global financial crisis: Investment and lending behavior - Stijn Claessens and Neeltje van Horen

Blaming capitalism for corporatism - Edmund S. Phelps and Saifedean Ammous