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Recent Posts
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Category Archives: Policy
Congrats, Mr. President. Let’s Get to Work!
Congratulations to the President on his reelection. Time to move on and get to work. First up is a short-term strategy to avoid the fiscal cliff. Next is appointing a new Secretary of Treasury to replace Tim Geithner. Short list … Continue reading
Posted in Monetary Policy, Policy, Politics
Tagged Erskine Bowles, Jacob Lew, Larry Fink, reelection, Tim Geithner, Treasury Secretary
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Spain’s Rajoy enjoys mixed victory in regional vote – AJ
ILBAO, Spain — Voters in Spanish Prime Minister Mariano Rajoy’s northwestern home region of Galicia have given their support to his handling of the economy, but those in the turbulent Basque region handed a major victory to nationalist and separatist … Continue reading
Posted in Policy, Spain
Tagged Basque Nationalist Party, Galicia, Rajoy, Spain Regional Election
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“Next Year We’ll Be Watching America” – Jim Rogers
(click here if video is not observable)
France Debates a “More Federal Europe”
The debate in Europe has finally crystallized into the the one point that matters. How much sovereignty is each country willing to cede to a German led “Federal Europe.” The following discussion on France 24 is very enlightening in … Continue reading
Posted in Black Swan Watch, Euro, Germany, Policy, Sovereign Debt, Sovereign Risk
Tagged EU, Federal Europe, France, France 24, Germany
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What Congress Should Really Be Investigating
Tough to see Jamie be raked over the coals by Congress, who create trillion dollar deficits on annual basis and oversee the largest entity in the world by borrowing over $.40 of every dollar they spend. No street cred, bro! … Continue reading
Posted in Economics, Policy, Politics
Tagged Anne Hathaway, Berkshire Hathaway, Jamie Dimon, JP Morgan
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Uneasy axis for Paris and Berlin
(click here if video is not observable)
Posted in Euro, PIIGS, Policy, Politics
Tagged European Sovereign Debt Crisis, Hollande, Merkey
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Bernanke in a Romney Fed?
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Posted in Monetary Policy, Policy, Politics
Tagged Ben Bernanke, Mitt Romney, Romney Fed
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Greece’s Human Capital Flight
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Posted in Black Swan Watch, Employment, Euro, PIIGS, Policy, Sovereign Debt
Tagged Bureaucracy, Greece, Human Capital Flight, Red Tape
2 Comments
France’s River of de Nile
Good Economist cover story of the upcoming French elections. Keep this one on your radar, folks, it could start moving the market needle. Here’s a little taste of the article, Yet what is most striking about the French … Continue reading
The Obama Economy
Click graphic to enlarge and for better resolution. (click here if graphic is not observable)
Posted in Economics, Policy, Politics
Tagged Obama Economy Graphic, Romer, Unemployment
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