Tag Archives: Politics

How Brazil’s Once Mighty “Lula” Has Fallen

There doesn’t seem a day that goes by without a political scandal in some emerging market rocking the tape.  Check that.  Add also developed markets.    Brazil, Pakistan, Mozambique, and, yes, even the United States. But today’s nine and half year … Continue reading

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Now We Worry

The way, the why, the timing of the firing of FBI Director,  James Comey, baffles us.   No partisanship here,  however. But now we worry.   We wrote in February, When we held positions overnight on Wall Street, we used to … Continue reading

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A Country Off Sides Politically

Is it just us or do you feel the same political angst that seems to be pervasive throughout the country that we do?   Things not only feel surreal but there seems to be a prevailing sense of eeriness haunting our … Continue reading

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Circus Trumps Politic

A thousand people in the street Singing songs and carrying signs Mostly say, hooray for our side  – Buffalo Springfield, 1967 File this one under political analysis. Not partisan as we try to keep our politics out of our analysis.  … Continue reading

Posted in Politics, President Trump, Uncategorized | Tagged , , | 7 Comments

Our Quick Analysis of the U.S. Presidential Election

Why did everyone miss it? Polls and pundits missed it due to “Bradley Effect” — “The Bradley effect (less commonly known as the Wilder effect) is a theory concerning observed discrepancies between voter opinion polls and election outcomes in some … Continue reading

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Who said nobody thought Trump would win?

Given the political earthquake the U.S. has just experienced and the long-term consequences that are sure to follow, we thought it is time to start writing again.  We (I) have been sick, which has temporarily diminished our capacity to write … Continue reading

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What’d You Miss in Markets This Week? Here’s Your Recap – Bloomberg

What’d You Miss?’ co-hosts Joe Weisenthal and Scarlet Fu get you caught up on the most important stories in financial markets, every weekday at 3:30 p.m. EST on Bloomberg TV. Like this video? Subscribe to Bloomberg on YouTube: http://www.youtube.com/Bloomberg?sub_… (click … Continue reading

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What’s the big deal with the election? – WashPost

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Argentina’s populism – FT

As President Cristina Fernández’s rule appears to be coming to an end, investors are hopeful this will spur economic reform. FT comment editor Fred Studemann asks LSE’s Alejandra Irigoín and FT deputy emerging markets editor Jonathan Wheatley if change is … Continue reading

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Berlusconi’s stunning U-turn

Former prime minister Silvio Berlusconi delivered quite a show ahead of the Senate vote. In a dramatic U-turn Berlusconi, who only a few days ago was threatening to topple the government, gave Letta his backing. He was seen holding his … Continue reading

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