Category Archives: Policy

The Economist Gets It…

That is, why governments need asset bubbles as the average real wage falls.   See our post, America’s Bubble Dependent Economy. This also goes a long way in explaining the reelection of President Obama even with stubbornly high unemployment and a weak … Continue reading

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The Most Corrupt Governments

Transparency International is out with their Corruption Perceptions Index ranking governments on a scale 0 (highly corrupt) to 100 (very clean). The Corruption Perceptions Index scores countries on a scale from 0 (highly corrupt) to 100 (very clean). While no … Continue reading

Posted in Geopolitical, Policy, Politics | Tagged , , | 2 Comments

Congrats, Mr. President. Let’s Get to Work!

Congratulations to the President on his reelection.  Time to move on and get to work. First up is a short-term strategy to avoid the fiscal cliff. Next is appointing a new Secretary of Treasury to replace Tim Geithner.   Short list … Continue reading

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Spain’s Rajoy enjoys mixed victory in regional vote – AJ

ILBAO, Spain — Voters in Spanish Prime Minister Mariano Rajoy’s northwestern home region of Galicia have given their support to his handling of the economy, but those in the turbulent Basque region handed a major victory to nationalist and separatist … Continue reading

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“Next Year We’ll Be Watching America” – Jim Rogers

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Posted in Black Swan Watch, Economics, Policy, Politics, Sovereign Debt, Sovereign Risk, Uncategorized | Tagged , | Leave a comment

France Debates a “More Federal Europe”

The debate in Europe has finally crystallized into the the one point that matters.   How much sovereignty is each country willing to cede to a German led “Federal Europe.”   The following discussion on France 24 is very enlightening in … Continue reading

Posted in Black Swan Watch, Euro, Germany, Policy, Sovereign Debt, Sovereign Risk | Tagged , , , , | Leave a comment

What Congress Should Really Be Investigating

Tough to see Jamie be raked over the coals by Congress, who create trillion dollar deficits on annual basis and oversee the largest entity in the world by borrowing over $.40 of every dollar they spend.  No street cred, bro! … Continue reading

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Uneasy axis for Paris and Berlin

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Bernanke in a Romney Fed?

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Greece’s Human Capital Flight

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Posted in Black Swan Watch, Employment, Euro, PIIGS, Policy, Sovereign Debt | Tagged , , , | 2 Comments