The populist coalition in Italy has presented an “economic” program and a threat to the European Union that makes Greece look like a walk in the park. Continue reading Italy, the ESB and Europe’s Populist Fantasyland
Category Archives: Global Economy
Emerging Markets Risks Are Larger Than Expected
In this video we highlight the risk of rising imbalances in emerging markets.
Continue reading Emerging Markets Risks Are Larger Than Expected
Behold The Sudden Stop. Risk of Emerging Markets Collapse
The recent collapse of the Argentine Peso and other emerging currencies is more than a warning sign. Continue reading Behold The Sudden Stop. Risk of Emerging Markets Collapse
The Challenge In Commodity Investment
When commodities are rising due to a weak dollar, and the long-term curve is not moving, it is not a good idea to express that move by investing in equities, at least not for the long-term. Continue reading The Challenge In Commodity Investment