Jan
8th
Sun
8th
venture capital, private equity,
world finance and global economy
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Slice of MIT,
ZeroHedge,
Baseline Scenario,
Tito's News
Aug
29th
Mon
29th
Post-bubble Japanese-style (via 3 Charts From SocGen On Why The “Japanese Scenario” Means Investors Should “Be Afraid, Be Very Afraid” | ZeroHedge)
Mar
26th
Sat
26th
Japanese consumers at home and abroad accounted for 24 percent of all luxury goods sales in 2010, according to Deutsche Bank, compared with 22 percent in Europe, 20 percent in North America, 19 percent in China and 15 percent in other markets.
Mar
17th
Thu
17th
USDJPY Conundrum
Yesterday the yen reached the postwar record high against the dollar.
Yet, Japan’s budget deficit is higher than tax revenues, before accounting for the recent tragedy. They are spending more than twice what they can afford, with the rest being borrowed or soon to be fully monetized by Japan Central Bank.
How suddenly the flight to safety into the yen will transform into a currency crisis will be shocking to most. A couple of interesting links from the FT: FT.com / Markets - Yen strength is likely to prove short-lived and Japan’s megabond tremors.
Jan
6th
Thu
6th
This Is What The World Is Going To Look Like In 2050
Slides from HSBC by country on demographic trends and their impact on the economy.
Oct
21st
Thu
21st
Oct
19th
Tue
19th
Rollover roulette
Oct
17th
Sun
17th
Basically the key has to lie in reducing the wealth imbalance which exists between the developed and the developing world, but this is likely to prove to be a rather painful adjustment process for citizens in the planet’s richer countries, so policy makers are somewhat relectuntant to accept its inevitability.
Sep
16th
Thu
16th
Aug
27th
Fri
27th
My favorite hedge fund manager Kyle Bass on CNBC.
