Tag Archives: Financial Collapse

Letters (e-mails) from Beijing

Posted on November 5, 2012 by macromon

A good friend of ours – and one smart dude – who works for a very large asset manager was in Beijing this past week kicking the tires and meeting with locals to discuss markets and the economy.   Here is part … Continue reading →

Posted in China | Tagged , , , | 2 Comments

Nowhere to Hide…

Posted on July 16, 2011 by macromon

Larry Summers understands the risks the game Congress is playing with on lifting the debt ceiling.   Bloomberg writes, Summers said a potential default makes him worry about “runs on banks, runs on money market funds,” exchanges facing “the prospect … Continue reading →

Posted in Black Swan Watch, Budget Deficit, Fiscal Policy, Sovereign Debt, Sovereign Risk | Tagged , , , | 2 Comments

Jackie Moon’s Lehman Moment

Posted on June 12, 2011 by macromon

We love allegories.  The Wizard of Oz was, many believed, an allegory  of the political and economic times of the 1890s.  Wikipedia observes the “Yellow Brick Road” represented the gold standard, and “the silver slippers the Silverite sixteen to one … Continue reading →

Posted in China, Economics, Uncategorized | Tagged , , | 5 Comments