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LIMTI – technical outlook – update 6/2011
The LIMTI (Lighthouse Investment Management Timing Index) is supposed to give indications on when to […]
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Investment choices in a world of incompetent central bankers
Much of the following next is an excerpt from the May 2011 “Letter to investors”. This is […]
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Looking back: “We are buying Greek government bonds!”
May 3, 2010. The EU and the IMF have just announced a EUR 110bn bail-out […]
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ETF: Beware of systemic risk
This is a topic I should have paid more attention to earlier: systemic risk in […]
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Hungarian adventures in CHF: Laszlo wasn’t alone drinking CHF-laced Kool Aid
In 2006 and 2007, more than 90% of new Hungarian mortgages were denominated in foreign […]
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Greece: What I learned from a Vietnamese Rickshaw Driver
Traveling through Vietnam provided a few valuable lessons for life. You arrive, armed only with […]
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Is this a buying opportunity?
The earthquake and nuclear situation in Japan has triggered a sell-off in the equity markets. […]
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What a taifun in Vietnam taught me about the Euro crisis
As I was traveling through Vietnam in the mid-nineties our bus drove through an area […]
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US house price decline accelerating
US house prices have entered into an accelerating decline. The more I dig into the […]
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US house prices – Roll out the welcome mat for a double-dip
by Alexander Gloy Let’s take a look at the situation after the October data from […]
Author: Alexander Gloy
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