Economic Policy and Market Commentary by Alan Reynolds

  • Yaroslav Dmytrenko
  • 21 hours ago
Alan Reynolds: Spencer Jakab discusses attention to Fed Model and critiques use of Shiller CAPE
Spencer Jakab has highlighted growing attention to the so-called Fed Model for stock valuation, according to a summary by Alan Reynolds. Jakab also refers to Bob Shiller's CAPE model, describing ...
  • Yaroslav Dmytrenko
  • 12.10.2026
Interest rates for households and businesses did not decline systematically in crisis, Robert Hall notes
During a 2010 interview, Robert Hall discussed how interest rates faced by private decision makers such as households and businesses changed during the 2008-09 crisis. Alan Reynolds highlighted ...
  • Yaroslav Dmytrenko
  • 29.09.2026
Alan Reynolds: U.S. Treasury yield increase reflects global bond market dynamics
Alan Reynolds challenges the comparison made by Greg Ip, who, citing Ben Chabot, suggests that the rise in U.S. 10-year Treasury yields might resemble a bank run, with bondholders rushing to exit ...
  • Pavlo Kot
  • 23.09.2026
Federal revenues changed little since 1975, Alan Reynolds notes
Alan Reynolds questions the accuracy of measuring tax receipts as a share of GDP, pointing out that using this metric can produce misleading conclusions if GDP declines. Reynolds states that ...
  • Dmytro Kharkov
  • 24.06.2026
Alan Reynolds: Tax revenues can rise due to lower GDP, not increased collections
Alan Reynolds highlights that tax revenues can increase as a share of GDP when GDP itself falls. He explains that what matters is the growth of real receipts over time, which is determined by ...
  • Ivan Andriyenko
  • 23.06.2026
Oil price surge was key in 2007 downturn, Alan Reynolds argues
Alan Reynolds challenges the Wall Street Journal editorial "The Myth of the Maestro" for attributing the recession that began in December 2007 mainly to a past house-price boom and later ...
  • Oleg Tkachenko
  • 18.06.2026
Alan Reynolds: Higher taxes do not increase national savings
Alan Reynolds challenges the idea that increasing taxes will boost a country’s national savings by reducing government borrowing. He argues that this conventional approach misinterprets the ...
  • Parshwa Turakhiya
  • 13.06.2026
Economic theories and history through multiple decades, Alan Reynolds notes
Alan Reynolds highlights a long-standing career since 1971 focused on writing and speaking about economic facts, theories, policies, and history. The commentary references an extensive ...
  • Yulia Slavina
  • 05.05.2026
Alan Reynolds: Gap between pretax and after-tax income at age 84
Alan Reynolds, industry influencer, discusses the disparity between his high and variable pretax income and the actual amount he retains after taxes at the age of 84. He highlights how pretax ...