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Europe: Crisis Unlikely Over 14 Aug 2013 | 09:07 pm
Bridgewater recently pondered a perfect storm in Europe, breaking down numbers, and listing five catalysts. Meanwhile, Felix Zulauf is also concerned. He noted that European bank writedowns are expect...
Catching up With China: Tocquevillian Revolution, Credit Bubble Morphs and Grows, South Sea, War 22 Feb 2013 | 07:05 pm
Weibo users and Chinese politicians are using a Tocquevillian pre-1789 French Revolution as a template for China. The Old Regime and the French Revolution hit the best seller list, and vice-premier Wa...
Catching up With China: Tocquevillian Revolution, Credit Bubble Morphs and Grows, South Sea, War 22 Feb 2013 | 07:05 pm
Weibo users and Chinese politicians are using a Tocquevillian pre-1789 French Revolution as a template for China. The Old Regime and the French Revolution hit the best seller list, and vice-premier Wa...
Prices to Begin Surge This Year as Cash Transitions into Stuff 10 Feb 2013 | 09:21 pm
In a panel discussion from Davos, Ray Dalio said he the transition from cash to “everything” will place this year. It’s quite incredible really; the markets are up triple digits, gas is at record lev...
Japanese Outlook: Weaker Currency, Strong Nominal Equity Prices; as Debt Crisis looms 28 Jan 2013 | 07:09 pm
Themes: Japanese equities remain depressed and inexpensive, having recently traded for 0.7 of book value and below long term averages. Inflation is great for equities, in nominal terms. A copious amou...
A Quick Look at Global Real Estate Bubbles For Hints of Bank Risks 18 Jan 2013 | 09:43 pm
“Housing is the best single indicator of whether you’re heading toward a financial crisis” ~ Ken Rogoff (2009) Bubbles amidst the Nordic Countries garner less attention than others. I still like a lon...
Interpreting Target2 Balances; German Banks are Pulling Out of Europe 6 Jan 2013 | 09:31 pm
The BIS, the central bank’s central bank, published a paper entitled “Interpreting TARGET2 Imbalances” by Cecchetti, McCauley, and McGuire (2012). BIS international banking data, by contrast, point to...
Daily Tweets 18 Aug 2012 | 03:59 pm
Jim Grant and Jim Rogers make cameos in "The Bubble Film," examining who caused it http://t.co/mv7pafsk # Muni Bond defaults more common than one thinks, says NY Fed study – says Moody's doesn't rate ...
Attitudes Toward the Rich; U.S. Lending Boom; Germans Losing Interest in Unity 17 Aug 2012 | 08:57 pm
"Public dissatisfaction is not about who is rich, but about how one becomes rich" For example, the public’s attitude toward the rich differs, theoretically, if a person made money off Solyndra and cr...
Daily Tweets 17 Aug 2012 | 03:59 pm
U.S. lenders benefitted from a 125 percent jump in mortgage-banking income # "North American banks are benefitting from a surge in consumer lending." http://t.co/6UotWVgu #operationnewbubble # "Public...
