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Olduvai III: Catacylsm
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Weekly Commentary: China Hardens Peg and Brazil Goes to Junk

September 12, 2015

Weekly Commentary: China Hardens Peg and Brazil Goes to Junk Let’s this week begin with a cursory glance at the world through the eyes of the bulls. First, the global backdrop provides the Fed convenient cover to delay “liftoff” at next week’s widely anticipated FOMC meeting. Even if they do move, it’s likely “one and […]

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Asian Financial Sector Hit Hard By Low Oil Prices

June 4, 2015

Asian Financial Sector Hit Hard By Low Oil Prices Cheap oil can often be a double edged sword. On the one hand, it has been beneficial for the emerging global economies of India and China, who seized the opportunity to expand their strategic petroleum reserves (SPR), while on the other hand, it has created an […]

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Last Two Times This Happened, Stocks Crashed

June 2, 2015

Last Two Times This Happened, Stocks Crashed Global growth is languishing, corporate revenues too, but CEOs are trying to show they can grow their companies the quick and easy way. Cheap debt is sloshing through the system while yield-hungry investors offer their first-born to earn 5%. And this cheap debt along with vertigo-inducing stock valuations […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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