Category Archives: Policy

France’s River of de Nile

Posted on March 29, 2012 by

Good Economist cover story of the upcoming French elections.  Keep this one on your radar, folks, it could start moving the market needle.     Here’s a little taste of the article, Yet what is most striking about the French … Continue reading →

Posted in Euro, Policy, Politics | Tagged , , | 1 Comment

The Obama Economy

Posted on March 29, 2012 by

Click graphic to enlarge and for better resolution. (click here if graphic is not observable)

Posted in Economics, Policy, Politics | Tagged , , | Leave a comment

Nonlinear Thinking: Robotic Surgeons & Central Bankers

Posted on March 26, 2012 by

Here’s a piece we’ve been wanting to post for a long time.  Intuitive Surgical (ISRG) is a leader in the development and commercialization of medical robotic technology.  As the chart shows this is not just a concept but a very … Continue reading →

Posted in Nonlinear Thinking, Policy | Tagged , , , , , , | Leave a comment

Hugh Hendry’s ‘Greatest Hits’

Posted on March 24, 2012 by

Now for some weekend entertainment. Hugh Hendry is one of our favorite hedge fund managers and OSD — one smart dude.  Watch how H-squared gives facials to the academics in the video, especially Jeffrey Sachs.  Stiglitz was soooo wrong on … Continue reading →

Posted in Black Swan Watch, PIIGS, Policy, Politics, Whales | Tagged , , , | 2 Comments

Nassim Taleb: The Next Black Swan

Posted on March 13, 2012 by

In case you missed Nassim Taleb’s interview on CNBC this morning. He endorsed Ron Paul and is a bit cryptic in his four points, one of which,  that a sovereign debt crisis is coming to the United States.   Rather than … Continue reading →

Posted in Black Swan Watch, Interviews, Policy, Politics, Sovereign Debt, Sovereign Risk | Tagged , , | 2 Comments

Our Pick for World Bank President: Arminio Fraga

Posted on March 7, 2012 by

Bloomberg’s Tom Keene reported this morning that Bill Gates is on the short list to replace  Robert Zoellick as President of the World Bank.   As former Bank employees we’re O.K. with that and kind of surprised Hillary isn’t on the … Continue reading →

Posted in Economics, Policy | Tagged , , , | 2 Comments

Capitano Crunch: Europe’s Collapsing Monetary Aggregates

Posted on January 30, 2012 by

Here are some great pictures from Credit Suisse illustrating what’s happening in the European monetary sector.  The monetary aggregates have been collapsing at a greater pace than 2008/09  as banks have been cutting credit and shrinking their balance sheets to … Continue reading →

Posted in Black Swan Watch, Credit, Euro, Monetary Policy, Policy, Sovereign Risk, State and Local Government | Tagged , , , | 3 Comments

Creative Destruction 2.0

Posted on January 19, 2012 by

R.I.P, Eastman Kodak, may you rise like a Phoenix out of bankruptcy.   If only you were owned by the government,  Larry Wood, as pictured below, might still have his job doing the same work he was doing in 1968. (click … Continue reading →

Posted in Economics, Employment, Energy, Policy, Politics | Tagged , , , | 3 Comments

Does the Solar ETF Reflect the Chances of Obama 2.0?

Posted on January 18, 2012 by

Take a look at the Solar ETF’s performance over the past couple of years.   We, along with the President and most Democrats, were all lathered up about the “Green Economy” leading us into a new economy.    What a disaster! Granted … Continue reading →

Posted in Clean Tech, Energy, Policy | Tagged , , , | 2 Comments

World Economic Forum Global Risks 2012

Posted on January 15, 2012 by

The World Economic Forum is out with their Global Risks 2012 report.   Great video presentation.  Click here for PDF copy. Economic imbalances and social inequality risk reversing the gains of globalization, warns the World Economic Forum in its report Global … Continue reading →

Posted in Black Swan Watch, Economics, Policy, Politics, Sovereign Debt, Sovereign Risk | Tagged , | 1 Comment