Follow
____________________________
Monthly Archives: September 2011
Euro Stress is not about “political uncertainty” it is about “insolvency”
Insight on which institutions in Europe had the highest amount of sovereign exposure that have yet to be written up, with James Chanos, Kynikos Associates president/founder, who says the ECB will pull out all the stops and the crisis is … Continue reading
Posted in Main Page
Leave a comment
Good discussion of current macro environment
The Euro is melting this morning falling to a 10 year low. The US dollar and bonds continue to see the influx of fleeing capital from the Eurozone. John Mauldin, president of Millennium Wave Advisors LLC; Michael Woolfolk, managing director … Continue reading
Posted in Main Page
2 Comments
John Mauldin with Danielle Park on the end of the debt supercycle
It was my pleasure to sit down with Endgame author John Mauldin recently. I first met John on the US speaking circuit in 2008. I have read all of his books and enjoy his weekly e-letters. I like his thinking. … Continue reading
Posted in Main Page
4 Comments
;
