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The art of economics consists in looking not merely at the immediate hut at the longer effects of any act or policy; it consists in tracing the consequences of that policy not merely for one group but for all groups—Henry Hazlitt

Showing posts with label global markets. Show all posts

Saturday, February 06, 2010

Global CDS Review: Unclear Debt Default Contagion Causality

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An updated chart from Bespoke Invest should provide us a better perspective of the actual state of the supposed concerns of "debt defau...

Monday, November 10, 2008

Emerging Markets Stocks Reveals Deep Value

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The rapid selloff in the global markets has led to massive adjustments in corporate valuations in emerging markets. What used to be deemed...

Sunday, October 26, 2008

Japan’s Nikkei As Indicator

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Japan is on the verge of breaking down from its major support levels. The Nikkei closed at 7,649 last Friday, compared to its previous low...

Sunday, August 17, 2008

Focusing On The Future: the Phisix and the Philippine Presidential Cycle

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``The typical US investor tends to have about 80 percent of equities in the US . The world of tomorrow suggests a much greater exposure ove...

Sunday, July 20, 2008

Global Markets: Oil-Inflation-Market Correlationship…Where?

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``Don't try to buy at the bottom and sell at the top. It can't be done except by liars.” -- Bernard M. Baruch (1870-1965), Financer...

Sunday, July 06, 2008

Reverse Coupling, Inflation From The Core and Current Account Deficits

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``Only as you do know yourself can your brain serve you as a sharp and efficient tool. Know your own failings, passions and prejudices so yo...

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