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Recent Posts
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Monthly Archives: September 2011
Week-long unrest in Greece ahead of troika meeting
(click here if video is not observable)
Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk
Tagged European Sovereign Debt Crisis, Greece, Protests
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La Grande Divergence
Great chart of eurozone sovereign 10-year yields from Desmond Lachman of the American Enterprise Institute. We made a decent living off the “great convergence trade” of the 1990’s, where yields of the eurozone sovereigns collapsed on top of each other. … Continue reading
Posted in Black Swan Watch, Bonds, Budget Deficit, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Debt Crisis, European Sovereign Yields, Greece, Italy, Portugual, Spain
1 Comment
Week in Review: Gold and the Three McBears
What a week. The China/Asia slowdown worries came full force onto the radar screen with the collapse of copper and the Hang Seng. We put more stock in these real time indicators than the official data coming out of officialdom. … Continue reading
Interview: Anni Podimata, Greece VP of the European Parliament
(click here if video is not observable)
Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk
Tagged Anni Podimata, European Parliment, Greece
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Each U.S Citizen Owes $3,719 to China and $475 to Russia
Created by: MBA Online (click here if chart is not observable)
Posted in Black Swan Watch, BRICs, Budget Deficit, China, Sovereign Debt, Sovereign Risk
Tagged China, Debt Infographic, Russia, U.S. Debt Owed
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Look east, young man, at the “64 million empty apartments”
In the context of Jeremy Grantham’s warning that this is no market for young men, coupled with this week’s collapse in copper, oil, and the Hang Seng, we wonder if the realization and fallout from China’s ghost cities is really … Continue reading
Global Trend Indicators
(click here if tables are not observable)
Phases of the Credit Cycle
Another great chart from the IMF. (click here if chart is not observable)
Unfinished Business
The markets’ beating and rally into the close has the bottom callers out in force claiming the lows have held. We’re not so sure. The three macro legs of the market stool (no pun intended) are still wobbly with the … Continue reading
Posted in Black Swan Watch, Charts, Equities, Sovereign Debt, Sovereign Risk
Tagged Asian Growth, European Debt Crisis, S&P500, U.S. Economy, U.S. Politics
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Jeremy Grantham: ‘No market for young men’
Be sure to catch Johnathan Burton’s piece on MarketWatch. Here’s the upshot: “This is no market for young men,” Grantham said. “At least us old men remember what a real bear market is like, and the young men haven’t got … Continue reading
Global Macro Monitor 