Category Archives: Main Page

Update on political and economic risks in 2013

Nouriel Roubini, co-founder of Roubini Global Economics LLC, and Ian Bremmer, president of Eurasia Group, talk about the European debt crisis, U.S. fiscal policy and political tensions in North Africa. Tom Keene is obnoxious in his perpetual push for “happy” … Continue reading →

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Portrait of the fiscal cliff

I included this chart of the US dollar index against a basket of global currencies in a presentation I did in Vancouver on the weekend. It helps put some big picture perspective on the US dollar and how its movements … Continue reading →

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The downside of over-priced

Apple making news this morning on lower earnings growth and the weakest sales increase in 14 quarters. The share price that was $700 in September 2012, is today at $454 for a decline of 35% in 3 short months. The … Continue reading →

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