Investigative Economics

The Obvious Lever Behind Bond Pricing Is The Fed’s Interest Rate

The current collapse in the Treasury bond market is commonly said to be a remnant of oil prices following the conflict around the Strait of Hormuz.

Oct 5 • Llewellyn Jones

2

September 2026

Bond Yields Now Follow Oil Prices For Whatever Reason

In the past week, Treasury bonds saw a large selloff as prices collapsed with foreign ownership of T-bills in stark decline.

Sep 29 • Llewellyn Jones

2

Episode 33: Deinstitutionalization

Sep 20 • Llewellyn Jones

24:42

The Rampant Fraud, Straw Buyers, And Predatory Borrowing At the Heart of the Financial Crisis

While much attention has been paid to predatory lending leading up to the subprime crisis—high-interest lending without the borrowers knowing the…

Sep 16 • Llewellyn Jones

2

Flipping Empty Boxes: Vacancy Rate Was High Before, Not After, the Foreclosure Crisis

The common theme of the 2007-2008 financial crisis is that the housing bubble led more and more people with weaker credit to take a chance on…

Sep 13 • Llewellyn Jones

3

Data Center Demand Exposes the Capacity Shortfall in Energy Generation

Across the United States, energy demand jumped in the last two years with the advent of advanced AI and the sharp growth in data centers that consume…

Sep 8 • Llewellyn Jones

CalPERS Is Drowning In Health Spending

The California Public Employees’ Retirement System, or CalPERS, is easily the largest public pension plan in the U.S.

Sep 2 • Llewellyn Jones

August 2026

Tree Ring Data Shows The Similarities To The Medieval Warm Period

What was known as Climategate was a 2009 controversy surrounding hacked emails on a server at the University of East Anglia.

Aug 24 • Llewellyn Jones

3

Deinstitutionalization Led to Homelessness Only After Economic Downturn

A prior Investigative Economics article detailed how moving the mentally ill out of large psychiatric institutions into outpatient care or smaller…

Aug 20 • Llewellyn Jones

2

2

1

July 2026

The Regression To The Mean of Voter Turnout

Numerous studies have analyzed the effect of voter identification on election turnout only to come away with the same conclusion: it’s negligible.

Jul 22 • Llewellyn Jones

1

Summer Hiatus & Further Reading III

Investigative Economics is on hiatus for the rest of the summer with a potential for a story or two to be published before September.

Jul 12 • Llewellyn Jones

0:30

June 2026

Deinstitutionalization and the Vague Definition of a Severely Mentally Ill Prisoner

Deinstitutionalization of the mentally ill—moving treatment away from full-time inpatient care in mental institutions and sanitariums and towards…

Jun 23 • Llewellyn Jones

1

1

1