Monday, January 25, 2010

China’s Attempt To Quash Its Homegrown Bubble

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``Indeed, there are two potential scenarios for EM stock prices: either a full-fledged mania will develop with multiples continuing to expan...

When Politics Ruled The Market: A Week Of Market Jitters

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``The first lesson of economics is scarcity: There is never enough of anything to satisfy all those who want it. The first lesson of politic...

Analyzing Predictions

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“I’ve been dealing with these big mathematical models of forecasting the economy…I’ve been in the forecasting business for 50 years…I’m no b...
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Saturday, January 23, 2010

Scorecard From This Week's Global Equity Bloodbath

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This chart from Bespoke presents a good coverage of this week's resurgent volatility. According to Bespoke , ``As shown, both the G-7 an...
Wednesday, January 20, 2010

Hazards Of Corporatism: The Bankruptcy of Japan Airlines

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The unfortunate fate of Japan Airlines (JAL) should be a vivid demonstration of how companies that have been politically privileged, kept af...

Graphic: BRIC Versus G7

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This is graphic is a comparative from the Financial Times between major emerging economies coined as the BRIC (Brazil, Russia, India and C...

Why Investor Irrationality Does Not Solely Account For Bubble Cycles

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An academician recently suggested that the success of those who accurately identified and predicted the emergence and the impact of past bub...
Tuesday, January 19, 2010

The Smoke And Mirror Game Of Politics: Pres. Obama's Proposed Bank Tax

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This would seem like a good example of how politicians engage in the game of political "smoke and mirrors" to spruce up on their ...
Monday, January 18, 2010

It’s Not Deleveraging But Inflationism, Stupid!

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A popular analyst recently wrote in his weekly outlook that the underlying theme of today’s environment should be known as “It’s the Delever...
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