-
Analyze this: The Fed is not printing enough money!
Before you trash me in the comments, hear me out. It started off with Ray […]
-
The “beautiful” deleveraging
Some of my clients like to challenge my (admittedly gloomy) views, forcing me to think […]
-
You got Bernanked: Three years gone in three weeks
US Bond market: Over the last three weeks, 10-year US government bond yields increased from […]
-
All roads lead to a disintegration of the Euro
Our investment thesis can be summarized as follows: Equities are worthless when associated debt becomes […]
-
David versus Goliath – the SNB against everybody else
A picture says more than a hundred words, so I wanted to present in graphical […]
-
Mental contortions of a printing machine operator
“We never pre-commit” is the standard answer the ECB (European Central Bank) has for anyone […]
-
“Nobody understands debt (but me)”
Luckily they are easy to spot: the demagogues, the manipulators and the hired claqueurs. Unfortunately, […]
-
The ghost of the Bundesbank haunting the halls of Brussels
In his book “More money than God”, Sebastian Mallaby describes how George Soros received a […]
-
The (Euro) answer, my friend, is showing in the bond market
Politicians and non-elected maquinistas are still trying to figure out how to make the still-borne […]
Category: Bond Market
Archive
- August 2023
- June 2023
- May 2023
- April 2023
- November 2022
- August 2020
- June 2018
- April 2018
- March 2018
- December 2017
- November 2017
- October 2017
- July 2017
- May 2017
- April 2017
- September 2015
- July 2015
- June 2015
- March 2015
- February 2015
- June 2014
- May 2014
- April 2014
- June 2013
- May 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- June 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- December 2009
- October 2009
