Monthly Archives: March 2013

Roubini updates on Europe

Posted on March 8, 2013 by Danielle Park

Nouriel Roubini, co-founder of Roubini Global Economics LLC, talks about the European sovereign-debt crisis, the outlook for central bank monetary policy and risks of an asset “bubble.” He speaks from the sidelines of the Ambrosetti workshop in Cernobbio, Italy. Since … Continue reading →

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Commodities not catching the QE bid

Posted on March 7, 2013 by Danielle Park

As alluded to in Mr. Achuthan’s comments on Bloomberg this morning (before Tom Keene did his characteristic cut off of guests saying things he does not like. Honestly SNL has to do a comedy skit on Keene and his antics), … Continue reading →

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The short story: “beware of anything dependent on the Chinese miracle”

Posted on March 7, 2013 by Danielle Park

Short seller James Chanos, Kynikos Associates, shares his outlook on China, and discusses his short position on Chinese construction, Australia and other commodity centric companies and countries. Here is a direct link. Here is a direct link.

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