As we write, there is a battle going on in the largest financial market of the world. The outcome of this battle can easily have a devastating influence on the world economy for years, as one side simply cannot afford to lose. And for the health of the world economy and all our well-being, we […]
Entries from May 2013
May 31st, 2013 · Comments Off on Should We Allow Kyle Bass To Bet On The Economic Implosion Of Japan? – Seeking Alpha
May 30th, 2013 · Comments Off on A German mini-Marshal Plan for Southern Europe?
The fact that the finance minister and the chancellor are suddenly willing to do things that have been off-limits until now also has something to do with an internal Chancellery dossier from mid-May. The government headquarters had asked the ministries to take stock of the EU growth pact that was approved in June 2012 to […]
May 30th, 2013 · Comments Off on Remarkable!
Financial markets going wild, the loss of eye-contact, dolphin assisted birth is a really bad idea, stock buybacks surging, and other remarkable news..
May 29th, 2013 · Comments Off on Remarkable!
De nieuwe game consoles, which one is the best? What Kareem Abdul Jabbar wishes he’d known when he was 30, how Wall Street writes US legislation, A German Marshal plan? How to manage your repuation on-line, computers you can swallow, money from helicopters as a policy tool, and a host of other remarkable stories from […]
May 29th, 2013 · Comments Off on The coming BRIC collapse..
“Every emerging market blow-up that I have seen was preceded by a rise in the dollar,” said Albert Edwards for Societe Generale.”Investors overlook how vulnerable these countries are to a dollar shock. The whole process of excess liquidity and foreign reserve build-up goes into reverse. It acts like monetary tightening and turns into a vicious […]
Tags: Emerging Markets
May 28th, 2013 · Comments Off on Europe’s Catch-22 Situation Finally Losing Its Edge? – Seeking Alpha
Even if the peripheral countries would want to stimulate their economies, they can’t. They can’t devalue, they cannot inject a monetary stimulus and the money supply is barely growing or contracting without them being able to do much, if anything, about that. Many of their banks are woefully under-capitalized and therefore they are not lending, […]
May 27th, 2013 · Comments Off on The end of Japan’s lost decades?
If Kyle Bass succeeds, he’ll significantly contribute to wrecking the third biggest economy in the world. SHU via The end of Japan’s lost decades?.
May 26th, 2013 · Comments Off on Motley Fool redemption of sorts..
For quite some time now, InterOil has been one of the most undervalued energy plays on the market Tyler Crowe Motley Fool via Motley Fool redemption of sorts…
May 26th, 2013 · Comments Off on The end of Japan’s lost decades?
As for the countless readers demanding an apology from me for backing QE, Abenomics, and all the sins of monetarism: I defy you all. Ambrose Evans-Pritchard via The end of Japan’s lost decades?.
May 25th, 2013 · Comments Off on Remarkable!
Remarkable indeed. Dark pools, the looming BRIC’s crisis, the crash in solar prices, the financial crisis as a giant bank carry trade, dilapidating infrastructure, Wall Street bets on solar stocks, how the x-box opens the field for Apple TV and other remarkable stories..