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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Monthly Archives: April 2018
Take Our Rorschach Test
Watch Brazilian surfer Rodrigo Koxa ride an 80-foot wave in Portugal last November. Koxa was recently recognized for the feat at the Big Wave Awards in Santa Monica, California. Subscribe to the CBS News Channel HERE: http://youtube.com/cbsnews Please view the … Continue reading
Posted in Economics, Uncategorized, Video
Tagged Brazilian Big Wave Surfer, Rorschach Test
10 Comments
David Tepper Dishes On Markets…
David Tepper, MBA ’82, [spoke] at the Cohon University Center on April 26 for a university-wide event. The Tepper School of Business welcome[d] David Tepper, founder and president of Appaloosa Management, L.P. Tepper [who] join[ed] students for a Q&A session, … Continue reading
“Deja Vu All Over Again” In Korea
That was then (2005), North Korea vows to abandon nuclear weapons project · Cautious welcome by Bush for road map deal · Aid and US promise not to invade seals agreement North Korea has agreed in principle to end its nuclear weapons … Continue reading
Posted in General Interest, Uncategorized
Tagged 2005, Mike Pompeo, North Korea, NY Times, The Guardian
33 Comments
Week In Review – April 27
Markets were able to hold up on the back of blow out earnings from Amazon and other tech companies, finishing flattish for the week. The S&P500 made a lower high and a lower low compared to last week. The S&P500 … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodites, country ETFs, Currencies, Global equity markets, JFK-Trump S&P500 Analog, Performance, Stocks
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Global Risk Monitor – April 27
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Trump Says Unified Korea Could Happen
Do you think President Trump has consulted with President Xi about a unified Korea? It is highly doubtful China will allow a unified Korea, one under Western influence. Different Scenarios Our best case scenario is the South and North move … Continue reading
U.S.-German Trade, Stagflation & World Current Accounts
We have updated our ranking of the world’s 2018 Current Account Balances (CAB) by country from largest surplus o largest deficit in the ginormous table below. The data are from the recent April 2018 IMF’s World Economic Outlook database. Before checking … Continue reading
Posted in Euro, Germany, Policy, Politics, Uncategorized
Tagged Germany, Trade Deficits, U.S., World Current Account Balances
8 Comments
Draghi’s Monetary Policy Statement
Apr.26 — European Central Bank President Mario Draghi speaks at a news conference in Frankfurt about the economy, monetary policy and inflation after the ECB maintained its pledge to move slowly in removing euro-area stimulus. (This is his opening statement.) … Continue reading
Posted in Bonds, ECB, German Bund, Monetary Policy, Uncategorized
Tagged Draghi, ECB, Monetary Policy
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Buster’s Date Night At The Movies…
You have to be a San Francisco Giants fan to really appreciate this commercial. Too funny. Giants manager, Bruce Bochy, is known for having one of the largest cap sizes in Major League Baseball. With Houston, his nickname was “Headly,” due to his … Continue reading
