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Yearly Archives: 2017
QOTD: Extrapolate This Late?
Most of the time the future is indeed like the past, and so extrapolation doesn’t do any harm. But at the important turning points, when the future stops being like the past, extrapolation fails and large amounts of money are … Continue reading
QOTD: Vive la France!
“France is a paradise populated by people who believe they are in hell,” the writer Sylvain Tesson said in a radio interview earlier this year. – Bloomberg (QOTD = Quote of the Day)
Five markets charts for investors – FT
The FT markets team’s focus this week: a Chinese stocks rally, the sovereign debt market being crowded by central banks’ bonds re-purchasing programmes, trades with zero yield climb to $11tn, and US money supply growth might mean the bull market … Continue reading
Tweets of the Day: Trickle Down
And that's also where the phrase "for the birds" comes from, because some of the seeds go through undigested, and birds eat them. So the meaning of that phrase is that while a subject might have some value, what you … Continue reading
Manhattan Retail: The New, New Rust Belt
We’re reposting our piece from November 2017 on the retail space in Manhattan along with a recent video Tweet we found today, which is un-fricking-believable. Who is holding the mortgages on these buildings and why isn’t it making headlines or … Continue reading
The Ease of Doing Business Index
We have put together the following ginormous country table of “The Ease of Doing Business” for each of the world’s economies. The data is from the World Bank and looks at the 11 indicators listed in the below table. First … Continue reading
Global Risk Monitor – November 10
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Week Ahead – FT
The FT’s Daniel Garrahan previews the big stories in the week ahead, including Theresa May preparing to give a foreign policy speech after another difficult week for the UK prime minister; Walmart earnings; the fifth round of Nafta talks and … Continue reading
QOTD: President Trump, The Risk Taker?
Context: China’s Americanologists trying to understand President Trump’s North Korea policy : “There is a major debate in the US right now about whether the US president is really a risk taker or just playing a risk taker,” said Mr Harold. … Continue reading
Global Macro Monitor 