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Category Archives: Uncategorized
Daily Risk Monitor – February 10
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Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Larry Summers on Charlie Rose
A discussion about the global economy with Larry Summers, President Emeritus of Harvard University. “We are in uncharted territory economically.” Click here for interview (click here if pictures are not observable)
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Valuing Apple – FT
Apple has just returned the most profitable quarter of any public company in history. Lex’s Oliver Ralph and Robert Armstrong discuss why it is difficult to value the iPhone maker and how innovative it needs to be. For more video … Continue reading
Quote of the Day
Global macro bullshit is back. – Josh Brown
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Daily Risk Monitor – January 23
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Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks
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Daily Risk Monitor – January 21
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Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks
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One Unintended Consequence of QE
Over the holidays we were reviewing previous posts on QE and financial repression. Though posted almost 4 years ago, we thought this is very appropriate and timely to today’s macro climate. One danger of the lack of price discovery [in … Continue reading
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Reforming South Korea’s chaebol – FT
South Korea’s corporate model of tightly knit companies that act in concert under family control is under scrutiny after Hyundai’s $10bn purchase of a plot of land in Seoul’s Gangnam district. The FT’s Simon Mundy weighs the model’s pros and … Continue reading
Daily Risk Monitor – October 14
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Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks
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U.S. Employment Situation – September 2014
The BLS reported this morning, Total nonfarm payroll employment increased by 248,000 in September, and the unemployment rate declined to 5.9 percent, the U.S. Bureau of Labor Statistics reported today. Employment increased in professional and business services, retail trade, and … Continue reading
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