Why All The Gloom And Doom? – Part II | Seeking Alpha
While the recovery created a lot of private sector jobs and there was a fair amount of deleveraging, growth is hardly exuberant, we look at the reasons why. Other good […]
Why All The Gloom And Doom? | Seeking Alpha
The US seems to be in the grip of gloom and doom. A dispassionate look at the figures shows little foundation for this. Many seem to expect some kind of […]
Lessons From The Eurozone | Seeking Alpha
A consensus is emerging on what has been plaguing the eurozone. This can be summed up as “It’s the euro, stupid.” Here are the main lessons from the protracted crisis, […]
Morning In Argentina? | Seeking Alpha
End of an era in Argentina. But will this mean a new economic awakening? The challenges are many. Are there interesting investments that can play on the political change? Source: […]
January 2016
At the moment, the markets are up 1.7% while the VIX is only down 4%, this suggests to us that there will be more selling to come, usually with such […]
January 2016
Let us recapitulate why we just bought JKS: It’s the market leader in China China has just committed to the Paris climate deal China has a terrible pollution problem in […]
Can The U.S. Escape Japanification? | Seeking Alpha
Each part of the advanced regions is suffering from rather similar phenomena: sup-par growth, very low inflation, and record low interest rates. However, on closer inspection the main reasons behind […]
Greenspan: More And More People Producing Less And Less | Seeking Alpha
Alan Greenspan is worried that the rise in entitlement spending is eating up savings and therefore reduce business investment. While the rise in entitlements is real, this is mostly a […]
January 2016
Disappointing selloff after better than expected Chinese export data. Not so hard to see what’s coming next.. Source: January 2016
January 2016
We explained (in detail here) how Germany is profiting doubly by locking in competitiveness advantage Gaining 20-30% competitiveness vis-a-vis the peripheral countries in the first decade, now locked in because […]