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European car engine stuttering
According to data released by ACEA (European Automobile Manufacturers’ Association) new passenger car registrations fell […]
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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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Analyze this: The Fed is not printing enough money!
Before you trash me in the comments, hear me out. It started off with Ray […]
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The “beautiful” deleveraging
Some of my clients like to challenge my (admittedly gloomy) views, forcing me to think […]
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Who wants to own Investment Banks?
I went through the latest available 10-Q filings of major US investment banks. I was […]
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All roads lead to a disintegration of the Euro
Our investment thesis can be summarized as follows: Equities are worthless when associated debt becomes […]
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“Nobody understands debt (but me)”
Luckily they are easy to spot: the demagogues, the manipulators and the hired claqueurs. Unfortunately, […]
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The 2-product, 2-customer wonder called Australia
Australia is the sixth-largest country (2.9m square miles) on earth, just a tad smaller than the […]
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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 […]
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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: Economy
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