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16 artículos etiquetados con "Eurozone Crisis"
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It really does seem to be All Spain All the
Time, but there is a reason. Unlike Greece, Spain makes a difference to the
eurozone. It may be both too big to allow to fail and too big to save. Last
week I came across a very informative 50-page PowerPoint on the situation in
Spain from Carmel Asset...
I
debated with myself about
what to send as this week's Outside the Box. I have decided on a recent short but
important post from my friend David Kotok,
Chairman and Chief Investment Officer of Cumberland Advisors.
He calls it "I'm
Worried." There are some very thought-provoking ideas here, but...
For your Outside the
Box today I treat you to another big, juicy slab of Grant Williams' Things
That Make You Go Hmmm… I don't want to be all Grant all the time, but this is just so good I
couldn't resist. This week, Grant is digging deep into the history and mystery
of the European Union, taking...
Today's Outside
the Box comes to us from Grant Williams, who covers the world from his perch in
Singapore, in his always instructive and always entertaining Things That Make You Go Hmmm... I felt
for him right at the outset today, because (like yours truly) he was trying
really hard ... not to...
It's one thing
to say that peripheral eurozone countries are better off leaving the euro, but
how, exactly? And how severe can we expect the consequences to be, not only for
those nations but also for the entire eurozone – and for the rest of us,
worldwide? To minimize fallout from the event(s), it...
Companies issue state of the enterprise
addresses, and presidents issue state of the union addresses ... but you've got
to be pretty confident to address the state of the world. Luckily for us,
Stratfor founder and CEO George Friedman is just that confident – and
it's well-deserved.
George is...
For whatever
deeply embedded psychological reason – and your humble analyst is
profoundly guilty – we humans seem prone to picking out a particular
point in our space-time continuum (read: the New Year) to think about the
future and new beginnings, rather than running the exercise every week...
I had the
pleasure of spending the morning and part of the afternoon today with Louis
Gave and Anatole Kaletsky at a seminar here in Dallas; and we shared a long
lunch, where Europe and China were the topics of conversation. So, with their
permission, here is their latest "Five Corners," in which...
Europe is rapidly approaching the
denouement, the Endgame, of its currency experiment. The outcome is not clear,
at least to your humble analyst, as the debates rage and there are huge pluses
and minuses the 17 nations must decide upon. But the proverbial road down which
the can is tumbling and...
What do the “Big Fitz,” the largest
ship ever to sail the Great Lakes, and the Eurozone have in common? Hint: the
former sank without a trace. Or, as Grant Williams so eloquently puts it, in
his Things That Make You Go Hmmm… for
Nov. 13 (this week’s Outside the Box), “One can’t help but think …...
Long-time readers will be familiar with Michael Lewitt, one of my
favorite thinkers and analysts. He has gone off on his own to write his letter,
and I am encouraging him to write even more. I call Michael a thinker because
he really does. He reads a lot of thought-provoking tomes and then thinks...
This week's Outside the Box will be
unusual. Rather than one essay, I give you a number of short ones, and links
that are representative of the confusion that is Europe, along with a little
history. As I noted this weekend, last week's Eurozone announcement
was short of details, and very little of...
In my letter earlier this week, our guest writer, Grant Williams,
gave Europe about the same odds of escaping crisis as a pitcher throwing a
perfect game in baseball. That's 40,000 to 1. Take a look at this decision tree
on Europe (below) from STRATFOR, a private intelligence company. Looks...
Do we need a law that makes it illegal to
push a moose out of a moving aircraft? In baseball, what are the odds of a
perfect game? How difficult will it be to solve the problems of the Eurozone?
These and other issues are meditated upon by Grant Williams in his Things That Make You Go Hmmm…...
Folks, you hear a lot about the eurozone crisis, but what you don't run
across very often is a coherent idea on how to move forward. My friends at
STRATFOR, a private intelligence company, have done us all the courtesy of
saying out loud what everyone else shies away from: Eject Greece from...
This week your Outside the Box offers
two views, one from the US and one from Europe, both dealing with banks and
financing. First, back in July, my friend Chris Whalen at Institutional Risk
Analytics wrote an important comment about how the situation in the housing
market is blocking efforts by...
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