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The mystery of the equity investor
Performance of international stock market indices in local currencies. Source: StockCharts.com Looking at the performance […]
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LIMTI – update
Update on the Lighthouse Investment Management Timing Index (“LIMTI”): LIMTI (Lighthouse Investment Management Timing Index) […]
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Meeting of EU finance ministers a joke
Nothing. That is the outcome of EU finance ministers in Brussels on November 16. The […]
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The Austrian bombshell
Austrian Finance Minister Josef Proell said the December tranche of Austria’s contribution (EUR 190m) will […]
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The Irish Ultimatum
Irish 10yr yields continued to drop (7.96%) on rumors the country will be forced to […]
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Ireland: No news is bad news
November 15, Monday morning. Asian markets open. And no word regarding a bail-out for Ireland. […]
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Euro-zone: How not to manage a crisis
Germany’s handling of the Euro crisis has been anything but stellar. It all begins in […]
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The Fed has run out of options – is it bluffing?
Tuesday we have US mid-term elections, and Tuesday-Wednesday the FOMC (Federal Open Market Committee) meeting. […]
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Irish, Portuguese government bond yields up sharply – the end of moral hazard?
Irish 10 year government bond yields on Monday reached a new high of 7.1% (compared […]
Month: November 2010
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