Lighthouse Investment Management

Recent Publications

Recent Posts

Where Do New Dollars Come FromAugust 1, 2023
What You Need To Know About the Debt CeilingJune 8, 2023
The Year of Bank RunsMay 19, 2023
Auf Crash-KursMay 19, 2023
US Debt Problem (via Fair Observer)April 24, 2023

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Euro-zone: How not to manage a crisis

Alexander Gloy

Nov 12, 2010

Germany’s handling of the Euro crisis has been anything but stellar. It all begins in […]
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The Fed has run out of options – is it bluffing?

Alexander Gloy

Nov 1, 2010

Tuesday we have US mid-term elections, and Tuesday-Wednesday the FOMC (Federal Open Market Committee) meeting. […]
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Irish, Portuguese government bond yields up sharply – the end of moral hazard?

Alexander Gloy

Nov 1, 2010

Irish 10 year government bond yields on Monday reached a new high of 7.1% (compared […]
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Are politicians signaling imminent debt restructuring?

Alexander Gloy

Nov 1, 2010

Now things get interesting. If you listen carefully, politicians and central bankers suddenly seem to […]
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Trading olives and feta cheese for submarines is a losing proposition

Alexander Gloy

Oct 27, 2010

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

Alexander Gloy

Oct 26, 2010

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?

Alexander Gloy

Oct 25, 2010

What would you do if you expected a stock market decline, but had to be […]
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Presenting the LIMTI

Alexander Gloy

Oct 22, 2010

Presenting the LIMTI (Lighthouse Investment Management Timing Index) Apart from fundamental considerations markets move in […]
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