Falkenstein on Taleb’s Black Swan
The best informed review of Taleb’s Black Swan I have read — here …just because selling puts is a bad
macro, politics, markets, ambivalence
The best informed review of Taleb’s Black Swan I have read — here …just because selling puts is a bad
I made a bit of hay about the asset allocation of Aussie savers in my post about the bias of
John Lipsky (1st MD at IMF) has some excellent advice for all Governments – and though it is hosting a
Watching insiders – listening to Dr. Emmerson claim that opposing a carbon tax is like favouring tax hikes, as by
The last few weeks feel a lot like Q2. Recall that in Q2 Greece blew up, and risk assets tanked.
Spain has a debt problem – everyone agrees. But it’s hard to get a handle on the dimension of the
I was naive about the Irish bailout – I figured the issue was fear of haircuts, and that the structure
A few weeks back, James Hamilton of Econbrowser blogged on QE2 and asset prices. After observing the correlation between the
Another round of forecasts, and another month where the Fed screams “on hold until further notice” — and the street
There’s a lot of talk about what a rough deal the Australian banks are giving the household sector just now.
Even informed observers have been caught asking “what the hell is Merkel up to, and why?” over the past few
First of all, I’m a big fan of the Fed and in particular Bernanke. I think he saved the day