Hedged.Biz

  • Disclaimer
  • About Us
  • Articles
  • Home
  • Articles posted by Burnham Banks
  • (
  • Page 3
  • )
September 24, 2023

Author: Burnham Banks

Hello. I’m Burnham Banks and I studied economics in the late 80s and early 90s. I’m still studying economics today and am still no wiser. This blog is a journal, a record of my thoughts and experiences. If we are destined to repeat our mistakes, we should at least repeat them faithfully. If not, then perhaps the past is a mischievous guide and we should try something new.
image_pdfimage_print

ESG? Just Make Things Better

Tuesday, 05 April 2022 | 6:38 am by Burnham Banks
I’ve been attending ESG conferences these last couple of months, speaking, a bit tentatively, at some of them. I’ve been thinking a lot about ESG and don’t really know what to make of it. It seems to try to capture many things in many ways and in doing so makes things complicated and hard to
Read more
  • Published in Articles
No Comments

Inflation and Growth 2022 and beyond.

Sunday, 03 April 2022 | 7:52 am by Burnham Banks
In the immediate months following the COVID shock in 2Q 2020, Fed and market had expected inflation to be transitory, basically rising from 2% to 4% and fading back to 2%. This proved to be wrong. I had expected a peak of 6-8% fading to 3-4%. From June 2020, we shorted treasuries to hedge all
Read more
  • Published in Articles
No Comments

Useful Data

Friday, 01 April 2022 | 1:46 pm by Burnham Banks
Data is pretty topical these days. Everybody, including I’m sure, some automata, are talking about big data and AI. I wanted to make a couple of very general observations. If you have a lot of data but they all look the same, or are pretty close to each other, then the information the data contain
Read more
  • Published in Articles
No Comments

Ukraine. Poison Pill Defense

Sunday, 20 February 2022 | 6:21 am by Burnham Banks
Ukraine needs to invade Poland at once. And subsequently surrender. This will make Ukraine a part of Poland and thus NATO.
Read more
  • Published in Articles
No Comments

Ten Seconds Into 2022. Possibilities and Strategies.

Friday, 31 December 2021 | 9:09 am by Burnham Banks
Long horizon   The COVID crisis has been with us for about 2 years now. It is but the most recent in a random distribution of crises that punctuate our history. Generally, life progresses until it is interrupted by biological, environmental, or political crises, which end when the number of hosts, inhabitants or combatants is
Read more
  • Published in Articles
No Comments
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6

Ten Seconds Into The Future

“Hello. I’m Burnham Banks and I studied economics in the late 80s and early 90s. I’m still studying economics today and am still no wiser. This blog is a journal, a record of my thoughts and experiences. If we are destined to repeat our mistakes, we should at least repeat them faithfully. If not, then perhaps the past is a mischievous guide and we should try something new.”

Meta

  • Entries RSS

Featured Posts

  • Environment and Social Impact. Public Goods. Private Capital?

  • FICTION. Males are Alien Viruses. XY and XX.

  • Impact Investing 0.5

  • Ten Seconds Into The Future. 2023 Outlook.

  • The Fool.

  • Two models of inflation and interest rates

  • Ten Seconds Into The Future 2022 10

  • UK Mini Budget 2022

  • Investing Responsibly and Thoughtfully. ESG and all that.

  • ECB in a pickle. How about a Eurosystem CDO? Or restart unconditional LTROs

  • ESG? Just Make Things Better

  • Inflation and Growth 2022 and beyond.

  • Useful Data

  • Ukraine. Poison Pill Defense

  • Ten Seconds Into 2022. Possibilities and Strategies.

  • Ten Seconds Into the Future. History.

  • Macro Themes and Thoughts September 2021.

  • China Regulatory Crackdown. Market Interference or Healthy Pruning?

  • Market Timing. Impossible and Important all at once.

  • Information Efficiency and Firm Size. Implications for Growth.

  • The Focus on Inflation

  • Inflation and Secular Stagnation. Causes and Remedies.

  • Ten Seconds Into The Future 2020 07

  • Thoughts About FX. USD vs RMB.

  • Deflation Then Inflation

Categories

  • Articles

Archives

  • RSS FEED

Copyright 2018 © Hedged.Biz All rights reserved

TOP

Send this to friend