By the way, the Fed graph I sent is a display of a "black swan," as
the popular term goes in these days. But I think, most people
misinterpret what a black swan is and Taleb, with his rhetoric, is
contributing to this misunderstanding. Black swans are rare, but not
necessarily as rare as many think what Taleb means by rare. How rare
the black swans are depends on the system that generates its own black
swans. This financial system generates a black swan every few years.
The major problem is that most current economic/financial economic
theories imply that black swans are once in a life time events, if not
every billion years.  This takes us to what Michael P claims: this
system is inherently unstable, generating a black swan way more often
than any conventional theory implies.  For example, in the currently
quite popular "disaster research," such events occur every 50-60 years
(which are aggregate demand and/or supply shocks in that theory),
although this contradicts what is happening in the financial markets.

This is why I am so fond of Minsky!

Best,
Sabri
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