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Category Archives: Macro

  1. 10 Lessons Already Forgotten November 5, 2009

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  2. Excerpts From Art of Successful Investing Conference November 2, 2009

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  3. Gloom Boom and Doom September 25, 2009

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  4. What Does Freight Tell Us? September 17, 2009

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  5. US Dollar Main Funding Currency September 16, 2009

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  6. Warren Buffett on the Economy and Lehman September 16, 2009

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  7. More Bank Losses? September 15, 2009

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  8. A ‘Bog – like Recession’ September 3, 2009

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  9. Why Loan Loss Reserves Is So Interesting September 1, 2009

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  10. Not Reappoint Bernanke? August 21, 2009

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  11. New Housing Bubble? August 19, 2009

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  12. What Drives the Chinese Economy? August 18, 2009

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  13. Can China Pull The World? August 18, 2009

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  14. Stock Market on a “Sugar High” August 14, 2009

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  15. Next Leg Down In World Economies Early 2010 August 14, 2009

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  16. Europe Out of Recession August 13, 2009

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  17. What Drives Business Cycles? August 12, 2009

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  18. Dr. Doom Sees No Growth August 12, 2009

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  19. Sceptical After Friday’s Bump August 12, 2009

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  20. Quiet Until Fed Announcement 12 August 2009 August 12, 2009

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  21. Facebook Crisis August 11, 2009

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  22. Sawtooth Pattern to Recession August 11, 2009

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  23. W Recession or Square Root? August 10, 2009

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  24. Implicit Fed Tightening? August 10, 2009

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  25. This Might Bring on the W August 7, 2009

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