Search Results for: rss feed

QOTD: Vive La France!

Maybe, just maybe, France will turn out to be the place where the populist tide is turned. – Philip Stephen, FT We concur!

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Ouch!

Wow!   Here’s a new definition of China Mobile. The pain we took yesterday in Apple was enough to cut the position.  Lucky us.  Not! (click here if video is not available)

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The Weekend Read: It’s Moving Day for the Administration

No President since Franklin Roosevelt has won re-election with unemployment higher than 7.2%, and Obama’s own economists in February predicted 8.6% unemployment in 2012. That number may yet be revised upward in light of recent economic headwinds, including the Japanese … Continue reading

Posted in The Weekend Read | Tagged , , | 2 Comments

Spring Fever: The Mick and The Hammer

It’s that time of year and as Opening Day approaches we look at a great article on Mickey Mantle in today’s  L.A. Times and last’s night rerun of David Letterman’s interview with Hank Aaron.  Relax for a few and enjoy … Continue reading

Posted in General Interest, Video | Tagged , , | 2 Comments

Japan: Risk of Sovereign Interest Rate Shock – IMF

In the context of S&P’s recent sovereign downgrade of Japan we thought you’d be interested in this IMF piece published in October.  The basic thesis is that Japanese commercial banks have been the main buyers of JGBs over past few … Continue reading

Posted in Black Swan Watch, Bonds, Budget Deficit, Chart of the Day, Economics, Japan, Monetary Policy, Policy, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment