Duty, Taxes and Behavior

While Americans are huge consumers of energy, Israelis are stingy. And, tax policy is why! The duty on all new cars is 100% (yes, 100%) and gas costs about $7.25/gal. As a result, most cars are small and get great mileage. Israeli’s also recycle 75% of their water (Spain’s next with at 25%). Coincidently, water…

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Israeli Gas Prices

On the 2nd to last day of each month the Israeli gov’t determines the maximum price gas may be sold for the next month. So, on the 29th of June the gov’t announced that the maximum price gas may be sold for in July would be 8 cents less than in June. The cost of…

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Boycott Brings Benefit

Sorry about not blogging yesterday; I was floating in the Dead Sea. As for the cottage cheese boycott; it’s over. Two days ago the largest dairy in Israel caved in to the nation-wide boycott and reduced the price by 21%. Not surprisingly hours later the second biggest dairy followed suit and soon after that Tara…

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Booming Israeli Economy

The Israeli economy is booming! Unemployment is 6%, house prices are rising at a healthy clip and construction activity is ubiquitous. In 2 days, I have counted over 100 over cranes in use and new multifamily construction is literally, skyrocketing. The city of Modi’in, halfway between Tel Aviv and Jerusalem has a population of 90,000;…

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Cottage Cheese Boycott

Greetings from Jerusalem! Amazingly, the big issue here is the high cost of cottage cheese! An 8 oz tub costs $2, twice the price it is in Europe. Consumers are outraged and are boycotting all cottage cheese. The high price is the result of a panoply of monopolies and cartels that dominate a wide range…

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Car Rental Rationality?

Airlines and hotels charge cancellation fees but not car rental firm. Why? I think it’s because car renters usually arrive by plane and then go to a hotel. The car rental agency can thus free ride on the cancellation policies of the others. That is, to cancel the car you have to cancel your trip…

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New House Sales Slide

You are in a whole new universe when existing and new housing sales slide 3.8% and 2.1% in a month and it’s treated as good news! The peak in new sales was 1.39 million in 7/05. The Median price of a new home fell to 222.6K, it’s just 166.5K for existing homes; a huge price…

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Unfunded Liabilities

Advanced economies with aging populations have made lavish spending promises that are unafforadable absent huge tax increases. In Canada the “unfunded” amount is 7 times GDP. In Korea it is 6.8, in Spain it is 6.5, here in the USA it’s 5, in Australia it’s 4.8, in the UK 3.3, in Germany 2.8. France 2.7,…

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Moral Hazard

Ideally Greece would leave the Euro, default on its debts, and get on with its economic existence. But, leaving the Euro would be a disaster for the Euro zone. So the Europeans won’t let it happen. Neither will the Chinese as they do not want the US Dollar to be the only reserve currency. Since…

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Weak in Review

Weak in Review: The latest jobless claims numbers are still troublesome. The key takeaway is that first time claims have now exceeded 400k for 10 weeks in a row and the four-week moving average is stuck at 425k. Moreover, the Philly Fed index at -7.7 along with the similar -7.8 print on the NY Empire,…

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