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EU-Greek talks end without deal
After the IMF left negotiations with Greece, the EU also declared Sunday’s talks to have […]
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IMF stops bailout talks with Greece
Some headlines rattling markets a bit, citing IMF spokesperson Rice: * Greek bailout talks stopped […]
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“Good evening, Mr. Bond” – Jim Rickards
Interesting article by Jim Rickards on falling bond market liquidity. He cites the flash crash in […]
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2015-06-10 FX moves: JPY, EUR
BoJ (Bank of Japan) Governor Kuroda shook up FX markets a bit overnight, suggesting the […]
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“And the award for the most creative excuse for joining currency wars goes to…”
… the Bank of Israel! On Monday, Bank of Israel cut interest rates in a […]
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Happy Centennial, Dear Fed
Happy Centennial, Dear Fed! Click on above link to read the excerpt from our January […]
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Monetary Policy – The N-Word
In this excerpt from the December 2012 “Letter to Investors” we look at what looms […]
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Lighthouse Macro Report – November 2012: Introducing LRPI
Frustrated by shortcomings of available tools I have created an indicator yielding timely and exact […]
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“Who moved my recession?”
Lakshman Achutan, ECRI (Economic Cycle Research Institute) made a recession call for the US on […]
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