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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 […]
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Ireland: Bail-out with a Boomerang
Why the EU/IMF bail-out of Ireland will be a boomerang with multiple victims. This article looks at the motivations behind the, at first sight, clueless actions.
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The mystery of the equity investor
Performance of international stock market indices in local currencies. Source: StockCharts.com Looking at the performance […]
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The Fed has run out of options – is it bluffing?
Tuesday we have US mid-term elections, and Tuesday-Wednesday the FOMC (Federal Open Market Committee) meeting. […]
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Trading olives and feta cheese for submarines is a losing proposition
Greek 10-year government bond yields, after having graced 8.73% merely a good week ago, are […]
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Why the Fed is fighting deflation tooth and nail
Economics class is in session! Let’s have a look on the impact of inflation and […]
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Portfolio managers asleep at the wheel – again?
What would you do if you expected a stock market decline, but had to be […]
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Presenting the LIMTI
Presenting the LIMTI (Lighthouse Investment Management Timing Index) Apart from fundamental considerations markets move in […]