Latest Blog: Earthrise or Earthset: Tho... - 06/02/2020
SHADES OF 2007?Published: 10-17-2014
Nice graphic in today’s FT showing the spike in vol and sell-off in risk (Greek bond yields jumped from 5.5% to 9% in the past few days).
I still think this is mostly noise, a normal, and overdue, correction. But, stay tuned….
Under My Thumb 11-20-2015
As Mick Jagger sang (screeched?) 50 years ago. The song was about turning the tables on a domineering woman (The girl ...READ MORE
QE Impact? 10-31-2014
QE3 (the policy, not a new Cunard ship) was launched 2 years ago and ended this week. The expanded it balance sheet by ...READ MORE
Fireside Reading 12-18-2019
To sit near a warm fire in a comfortable chair on a cold night is one of life's pleasures that I hope you will be able ...READ MORE
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