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Sector momentum table 2011-06-17
Each week we test major asset classes for the strength of their momentum. We check: […]
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Asset momentum table 2011-06-17
Each week we test major asset classes for the strength of their momentum. We check: […]
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Look at me – I am a junk-rated bank!
Everybody hates rating agencies. They missed Enron (balance sheet fraud), the sub-prime crisis (using models […]
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Merkel to Sinn: “In my office. NOW.”
Hans-Werner Sinn, head of German research institute Ifo, has just put his life into peril. […]
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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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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 […]
Category: Bond Market
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