the COGENT PROVOCATEUR
free agent, loose cannon, pointy stick ... taking an imposing analytic toolkit out of the box, over the wall and into the street ... with callous disregard for accepted wisdom and standard English
reading tea leaves from original angles, we've led with uncannily prescient takes on the federal surplus, the dotcom crash, the "Energy Crisis", the Afghan campaign, the federal deficit.
More where those came from ... stay tuned.
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COGENT PROVOCATEUR Archives
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NOTE to READERS:
All "major" articles of older material have now been imported, some with updates worth perusing. We'll keep it all on the main page for a while, will add a few loose pieces of history, will trim the main page and index the archives for convenience later.
the COGENT PROVOCATEUR:
free agent, loose cannon, pointy stick ...
... gateway to the next Progressive Era?
Some say it's nothing but a train wreck ... roll in the big cranes, clear the track, see what the crew was smoking. If I thought so, I'd not be writing this ... and if they thought so, they'd not be drumming so hard.
OTHER GOOD STUFF:
Many thanks to Tony Adragna and Will Vehrs, still shouting 'cross the Potomac at QuasiPundit. Early Camp Enron material can be found in QP's Dispatches department.
Tuesday, April 16, 2002
--- Foreign Direct Investment in US Overestimated ---WSJ spots a Federal Reserve Board of Governors (pdf) study (Warnock and Cleaver) that tests the accuracy of commonly used data transnational capital flows. Foreign holdings of US securities appear overestimated, US holdings of foreign securities appear underestimated. Net foreign investment is thereby overestimated by about $600B, which would explain a lot of things that didn't add up ... and incidentally, would take even more air out of Business Week's "Restating the '90s" thesis.