Category Archives: Main Page

Too much debt causing China’s slowdown

As we listen to this very lucid discussion of what Chinese policy makers need to do in order to allow a necessary re-balancing in the world’s second largest economy, we should realize that precisely the same revelation and new approach … Continue reading →

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HFT playing reckless chicken on public markets

The fact that many people are saying these practices don’t worry them, is a testament to how clueless the consensus view is today. Let’s face facts. We know the HFT firms are making a fortune skimming money off the market. … Continue reading →

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Equity market more suicidal in 2014 than 2000 or 2007

For any of us that hoped people might have learned a little wisdom or self-preservation bias from the pain of the last two equity market implosions…we would be wrong. Emboldened by taxpayer bailouts, market participants heading into March were more … Continue reading →

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