Category Archives: Uncategorized

Will France Launch The Molotov Cocktail?

The Oat-Bund 10-year spread came in almost 10 bps last week.  The Euro rallied a little over 1 percent. A disillusioned and highly undecided French electorate head to the polls tomorrow to choose the two candidates (unless one wins an … Continue reading

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US Sector ETF Performance – April 21

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Global Risk Monitor – April 21

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COTD: Oil Supply Breakeven Prices

Hot from the latest International Monetary Fund’s, World Economic Outlook.   Looks like not many of the projects out there making money at $50 bbl. (COTD = Chart of the Day)

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French Oat-German Bund 10-year Spread

The Oat-Bund yield spread widened out about 7 bps this past week.  Hard left anti-EU candidate, Jean-Luc Mélenchon,  is making a late charge turning the first round of the presidential election into a 4-way horse race.    Though  Le Penn and … Continue reading

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US Sector ETF Performance – April 14

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Global Risk Monitor – April 14

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How the Life Insurance Industry Invests

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Sí!

Way to go, Sergio!    Gutsy!  Clutch!   And on Seve’s 60th!  Couldn’t write a better script. .

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The Word for Today: Thucydides Trap

The Greek historian’s metaphor reminds us of the attendant dangers when a rising power rivals a ruling power—as Athens challenged Sparta in ancient Greece, or as Germany did Britain a century ago. Most such contests have ended badly, often for … Continue reading

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