Tag Archives: Greek Default

David Stockman is bearish on everything

March 5, 2012

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Further to my piece earlier about potentially too many bears and the history of economies and markets I offer this piece I picked up at business insider over the weekend. David Stockman was a budget hawk back in the Reagan Days, he then moved onto corporate buyouts But spend time with him and you discover […]

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Weekend Reading – Stuff we found interesting this week

November 12, 2011

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November 12th  2011. Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you.   This was my favourite post for the week and comes courtesy of Credit Writedowns. It’s titled the Road to Serfdom and really puts the Euro mess and its politicians under the spotlight. […]

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Weekend Reading – Stuff we found interesting this week

November 5, 2011

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November 5th 2011. Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you. The links are below but first a quick thought on this week’s action in markets. But what a week it was with the uncertainty surrounding the Greek Prime  Minister’s go-no go on the […]

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Greece to Vote on Euro Membership – EU break up?

November 2, 2011

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Bloomberg just put up a headline which said *GREEKS TO VOTE ON EURO MEMBERSHIP IN REFERENDUM: PAPANDREOU Which has been followed up just now by a story which says Greek Prime Minister George Papandreou told his ministers in Athens today that his plans for a referendum would confirm Greece as a member of the European Union […]

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Weekend Reading – Stuff we found interesting this week

October 29, 2011

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October 29th 2011. Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you. What a week hey both at home and in interenational markets. At home we had Ric Battellino from the RBA sounding like he was in no hurry to cut rates only to be trumped […]

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Europe edging closer to a solution – at least I hope so.

October 24, 2011

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Congratulations to the All Blacks who got the monkey off their back with a hard-fought win over France at the Rugby World Cup over night. Lets hope that the French with their European team mates can go all the way this week with some sort of resolution to the crisis. But there is no magic […]

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Weekend Reading – Stuff we found interesting this week

October 23, 2011

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October 23rd 2011. Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you.     Great piece by Ed Harrison of Credit Writedowns on what is ailing the markets and the economy. This is the must read for the week – even if you are not […]

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More market noise but underlying global economy deteriorating

October 19, 2011

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Euro volatility used to mean that the EUR/USD exchange rate had moved up or down and bounced around. These days it means that some European politicians has opened his or her mouth or, increasingly, some British newspaper has “broken” a story late in the day which has got things moving. Such was the case again overnight […]

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Weekend Reading – Stuff we found interesting this week

October 16, 2011

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October 15th and 16th 2011. Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you. Anyone who has watched the markets over the past few weeks knows they are not rational – the theory still tells us they are though. We know that’s true in practice however […]

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Weekend Reading – Stuff we found interesting this week

October 9, 2011

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October 8-9th 2011. Welcome to our weekly roundup of the stuff we read that was interesting to us and hopefully to you. This week’s bounce in markets was as I keep saying I think as a result of a Pessimistic Crescendo earlier in the week and a snapback because markets had got a little too bearish for the […]

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