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IN THIS ISSUE: 1. Spain in a State of Emergency 2. The Failure of Spain’s Bankia SA 3. Latest Red Herring: A Eurozone “Bank Union” Fix 4. The Future of the Euro and the Eurozone 5. Consumer Confidence Heads Further South 6. The Fed: Time for QE3? 7. June 25: The End of Obamacare Rally...
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The War for Spain Spain Goes “All In” “We Are Not Greece” The New Labor Force A Little Blue Suede Shoe Trouble I fully intended to ignore Spain this week. Really, truly I did. I had my letter all planned, but then a few notes drew my attention, and the more I reflected on them...
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What Next? Where Next? A World with Too Much Debt Debt Restructuring and Write-Offs The Euro Zone: Pouring Fuel on the Flames What If… ? The Year(s) Ahead Auld Lang Syne "Whoever cannot seek the unforeseen sees nothing for the known way is an impasse." ― Heraclitus, Fragments Which path...
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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...
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.........But First, A Word From Our Sponsor.......... Announcing EverBank Wealth Management, Inc. It's another great day for the EverBank family of services. We're delighted to announce the launch of a new wealth management company offering global investment advice through a personalized approach...
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Where Can I Find €3 Trillion? When Leverage Comes Back to Haunt You The German Dilemma So How Do We Solve the Eurozone Problem? Where Is the ECB Printing Press? DC, Cleveland, and New York Europe remains the focus of markets, and rightly so. But the picture is not as clear as one would like. Different...
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A Definite Plan (Minus Those Sticky Details) Dear Mario When Leverage Is the Kind-of Answer Meanwhile Back in Portugal Let’s Just Change the Rules San Francisco, Kilkenny, Atlanta, DC … and the World Series Loss Where is the peace dividend that was supposed to come after the end of the Cold...
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.........But First, A Word From Our Sponsor.......... Announcing EverBank Wealth Management, Inc. It's another great day for the EverBank family of services. We're delighted to announce the launch of a new wealth management company offering global investment advice through a personalized approach...
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.........But First, A Word From Our Sponsor.......... Free global research tools right at your fingertips, 24/7 At EverBank, we do more than offer you global opportunities. We also provide you with the tools you need to research these opportunities. Visit our free Foreign Currency Resources today- https...
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The Consequences of Austerity Euro Break-Up – The Consequences Welcome to the Hotel California The Slow March to Recession in the US Preparing for a Credit Crisis What Can You Do About the Weather? Europe, Houston, New York, and South Africa “I am sure the Euro will oblige us to introduce...
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.........But First, A Word From Our Sponsor.......... Register now to attend the Global Currency Expo May 12-14 in La Jolla, California. A must-attend event, it's perfect for everyone-from the novice to elite investor-featuring workshop tracks based on currency investing experience Attend and discover...