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"EXTEND & PRETEND "
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"SULTANS OF SWAP"
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ACT I
Sultans of Swap: Smoking Guns!

 

"EURO EXPERIMENT"
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EURO EXPERIMENT: German Steel or Schmucks?

"UR all PIGS from HELL

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Current Thesis Advisory:
"EXTEND & PRETEND"

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Published November 2009


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"INNOVATION"
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INNOVATION: America has a Structural Problem!

 

"PRESERVE & PROTECT"
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PRESERVE & PROTECT:  The Jaws of Death

 

 

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Archives - 2011  
April
Apr 1, 2011
'Event' Risk - Geo-Political or Natural Disaster
All Artificial Economies are Exposed to Sudden Event Risks
March
Mar 1. 2011
Flash Points
Conflict & Social Tension Were the Predictable Outcomes of Q.E.
February
Feb 1, 2011 
The "Risk On" Lemming Stampede
Fed's Q2 and POMO Guarantees Stock Market Advance?
 
 
Archives - 2010  
December
Dec 20, 2010
EU Contagion II
Now Ireland, Next Portugal, Spain and then Italy
November
Nov 5, 2010
An Historic "Policy Framing" Week
Election :: QEII :: Earnings :: Q3 GDP :: Labopr Debacle
October
Oct 3, 2010
Misguided US Economic Policy
Washington simply has it wrong and they now know it!
September
Sep 4, 2010
America Has a Structural Problem
August
Aug 1, 2010
Quantitative Easing - Round II
July
Jul 1, 2010
Preserve & Protect
June
May 31, 2010
The Flash Crash Omen
May
Apr 30, 2010
It Feels Like 1987
April
Mar 31, 2010
Lent, Spent or Bent
March
Feb 28, 2010
"Risk Off" Correction
February
Jan 31, 2010
Rolling Top -- Sequential Failures
 
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