The Fear Of Fears | Seeking Alpha
The year started with an unprecedented selloff in the financial markets. Plenty of reasons have been offered for this, from oil, to China, to global recession fears, to a Fed […]
February 2016
We have to say, things are looking very bleak: Debt levels are too high almost everywhere. This matters especially where (public or private) debt isn’t denominated in the home currency, […]
The Keynesian Crash? | Seeking Alpha
Stockmarkets tumbled almost everywhere in the first couple of weeks of the year, and some predict they will crash. This is blamed on Keynesian economics, in the name of which […]
How To Navigate These Dangerous Markets | Seeking Alpha
The markets are extremely dangerous territory right now. It is all about China: The risks of a substantial yuan devaluation are considerable, but not necessarily imminent. This means that the […]
It’s A Bear Market Already! | Seeking Alpha
Most stocks are in a bear market already, given that the US indices were held up by a few very large gains of some titans like Amazon and Netflix. Earnings […]
The China Crisis Is Real And Dangerous | Seeking Alpha
China poses the biggest risk for the world economy. The country is struggling to contain strong capital outflows. As a result, the yuan and Chinese forex reserves are falling, raising […]
January 2016
When bad news turns into good news, we could have reached the point where markets start to stabilize, at least for some time: Shares in Europe and Asia rose on […]
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 […]