Monthly Archives: June 2011

Let us hope we shall see them lit again in our time… Very briefly, one is struck by the prominence of Latin American markets in equity returns ranked by country over the past decade.  Unsurprisingly this reflects both a substantial … Continue reading →

I reposted recently two of my writeups to Seeking Alpha – a post on on the medium-term bullish case for the US Dollar, and for being extremely cautious on the currently fashionable long hard asset trade. Posts submitted are evidently … Continue reading →

A typically poor article here by the Observer business columnist (editor?) William Keegan.  He rides Krugman’s coattails in suggesting that the so-far weak US recovery can be attributed to insufficient stimulus (despite the amount being pretty much bang on Krugman’s … Continue reading →