Category Archives: Black Swan Watch

Weekend Lecture: Bend, Not Break – Ping Fu

Posted on February 1, 2013 by

This is a great story! CEO of GeoMagic Ping Fu discusses her book – “Bend not Break: A Life in Two Worlds” with Google’s Chade-Meng Tan. *********************************************************** (click here if video is not observable)

Posted in Black Swan Watch, Lectures, Video | Tagged , , | Leave a comment

Stratfor: 2013 Annual Forecast Preview

Posted on January 3, 2013 by

This is a great preview of the potential geopolitical swans you should monitoring in 2013. Stratfor’s Vice President of Global Analysis Reva Bhalla discusses the key geopolitical developments for 2013. For more analysis, visit: http://www.Stratfor.com (click here if video is … Continue reading →

Posted in Black Swan Watch, Geopolitical | Tagged , , | Leave a comment

The Collaspe In Cosmic GDP

Posted on December 18, 2012 by

Wow! Peak oil.  Peak food production.  Now (11 billion years ago) peak star production. The Royal Astronomical Society writes, ‘Cosmic GDP’ crashes 97% as star formation slumps While parts of the world experience economic hardship, a team of Portuguese, UK, … Continue reading →

Posted in Black Swan Watch, Chart of the Day, General Interest | Tagged , , | 1 Comment

“US Set to Restage Greek Tragedy” – Der Spiegel

Posted on November 8, 2012 by

How is the rest of the world (ROW) viewing America’s fiscal problems? Here is Germany’s Der Speigel, The US has more in common with heavily indebted southern European countries than it might like to admit. And if the country doesn’t … Continue reading →

Posted in Black Swan Watch, Dollar, Fiscal Policy, Germany | Tagged , , , | 14 Comments

The Political Black Swan

Posted on October 19, 2012 by

Fiscal cliff collides with a replay of the Bush v Gore 2000 fiasco.  Not good. We noted in an earlier post today Governor Romney has moved ahead of President Obama on the Real Clear Politics electoral map for the first … Continue reading →

Posted in Black Swan Watch, Politics | Tagged , , , | 3 Comments

Debt of Honor in the East & South China Seas

Posted on September 19, 2012 by

We can’t  help but think the Chinese are reading Tom Clancy’s 1994 thriller, Debt of Honor, as we watch their latest tiff with Japan unfold.  Recall China suspended its exports of rare earths to Japan in September 2010 over a similar … Continue reading →

Posted in Black Swan Watch, China, Geopolitical, Japan | Tagged , , | 3 Comments

Sweet & Sour Channel Stuffing and the Shanghai Swan Dive

Posted on August 27, 2012 by

The news out China seems to be getting worse. Last week the NY Times reported about China’s huge inventory build of unsold goods, GUANGZHOU, China — After three decades of torrid growth, China is encountering an unfamiliar problem with its … Continue reading →

Posted in Black Swan Watch, China, ECB | Tagged , , , | 5 Comments

No end in sight to Spain’s financial troubles

Posted on July 30, 2012 by

Hurry up, Mario! (click here if video is not observable)

Posted in Black Swan Watch, Euro, PIIGS, Spain | Tagged , , , | Leave a comment

Spain bailout pressure mounts

Posted on July 24, 2012 by

(click here if video is not observable)

Posted in Black Swan Watch, PIIGS, Sovereign Debt, Sovereign Risk, Spain | Tagged , , | Leave a comment

Parabolic Moves and Gold

Posted on July 22, 2012 by

The Fed finds itself extremely unlucky once again as it talks up quantitative easing while food prices, mainly wheat and corn,  are making a parabolic and historic move as crops suffer from extreme drought.   You can’t prove causation with … Continue reading →

Posted in Black Swan Watch, Commodities, Gold, Inflation/Deflation | Tagged , , , , , | 1 Comment