Tag Archives: Germany

The Current State of the Market in a Sea of Volatility

The picture below really captures the volatility of the current market and how traders must remain detached like the Coast Guard cutter closely monitoring how the ship (market) is listing.  When too many are standing on one side of the … Continue reading

Posted in Black Swan Watch, Euro, Fiscal Policy, Global Stock Performance, Monetary Policy, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , , | 2 Comments

German Finance Minister Prepares for Possible Greek Bankruptcy – Spiegel

These are the headlines at Spiegel Online, which should hit the markets like a ton of bricks offers on Monday.   Looks like Spiegel  posted the teaser to the full story to be released on Monday.    Not a great way … Continue reading

Posted in Black Swan Watch, Euro, Fiscal Policy, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | 2 Comments

What the Germans Are Reading

When real interest rates are negative resources are  misallocated and we pay dearly in the future.   This was the case during the housing bubble when Playboy bunnies were forsaking their careers to pursue the real estate gold rush (see here).   … Continue reading

Posted in Gold | Tagged , , | 1 Comment

Europe’s Destabilizing Feedback Loop

Europe’s sovereign debt crisis and concerns over a global double dip sparked a dash for cash and hammered just about everything, including crude oil, corn, emerging equities, developed equities, and even orange juice.  O.J.?  Down 4 percent today? Did the … Continue reading

Posted in Black Swan Watch, Bonds, Budget Deficit, Sovereign Debt, Sovereign Risk | Tagged , , , , | Leave a comment

Euro Fracture: Angry Greeks

The following article was posted today on SpiegelOnline and reflects the toxic and fractious politics in the Eurozone.   Whether it is the historic turnout for the True Finns on Sunday or the Angry Greeks suing German newspapers,  Europe is, at … Continue reading

Posted in Black Swan Watch, Currency, Euro, Sovereign Debt, Sovereign Risk | Tagged , , , , | 1 Comment

Chart of the Day: Japan’s Share of the Global Economy

(click here if chart is not observable)

Posted in Economics, Japan | Tagged , , , , , | 2 Comments

Nonlinear Thinking: Modern Manufacturing

A must view video of the Volkswagen ultra modern/high tech manufacturing plant in Dresden, Germany.   We’re sensing the birth of a “manufacturing renaissance” in the U.S. and it may end up looking similar to this.   Hat tip to … Continue reading

Posted in Nonlinear Thinking, Video | Tagged , , , | Leave a comment

PBS: How Severe Is Europe’s Intertwined Debt Crisis?

The PBS NewsHour ran this piece tonight titled, How Severe Is Europe’s Intertwined Debt Crisis? Note how Iceland is rising as the model debtor and listen carefully for the “politics of bailouts,” “Germany does not have pockets deep enough to … Continue reading

Posted in Currency, Euro, PIIGS, Sovereign Debt, Sovereign Risk, Video | Tagged , , , , | Leave a comment

Euro Fracture: Germany’s House Party Revolt

Go no further than the chart below to understand the resentment and anger among the German taxpayers who are being asked to clean-up the “House Party” of fellow EU members.   The chart shows the housing bubbles of Ireland and Spain … Continue reading

Posted in Black Swan Watch, Bonds, Budget Deficit, Economics, Euro, Fiscal Policy, Sovereign Debt, Sovereign Risk, Video | Tagged , , , , | Leave a comment

Run on German Safe Deposit Boxes? WTH?

The implosion of the Eurozone appears to be accelerating. But Germany?  Come on!  Yet Ambrose Evans-Pritchard writes the crisis in the eurozone periphery is moving to the core as credit default swaps for German, French,and Dutch bonds have blown out … Continue reading

Posted in Black Swan Watch, Bonds, Budget Deficit, Fiscal Policy, Geopolitical, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , | Leave a comment