Geopolitics Archive
WSJ: Central Banks Intervene To Prop Up Dollar
Fascinating front page article in today's Wall Street Journal on central banks around the world intervening to try and prop up the dollar and prevent their currencies from appreciating so much against it: "World Tries ...
Posted by Greg Feirman · No Comments »
WSJ: China Inc. Looks Homeward As U.S. Shoppers Turn Frugal
We relied too much on the U.S. market.
......
China's ability to consume has now reached a fairly high level. It's at a turning point.
- Tom Tseng, General Manager of bicycle manufacturer Tandem Industries, whose U.S. sales ...
Posted by Greg Feirman · No Comments »
Must Watch Erin Burnett Interview With Julian Robertson
Erin Burnett interviewed investment legend Julian Robertson on Street Signs yesterday. The second part of the video isn't working so here is the first part. I've e-mailed CNBC because I'm dying to see part two ...
Posted by Greg Feirman · No Comments »
NYT: China Grows More Picky About Debt
China bought less than a sixth of the Treasuries issued in the 12 months through March. Less than two years ago, by contrast, Chinese purchases of Treasuries, which included purchases in the secondary market as ...
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The Next Bubble
With the Fed slashing the funds rate to 1% today, it's worth remembering what happened the last time they did this: We got the most massive housing bubble in the history of mankind.
Well, today, in ...
Posted by Greg Feirman · No Comments »
Monday Reading: The Big Picture
July 28, 2008 · Category: Business and Investment Philosophy, Geopolitics, Macro Economics, Market Commentary, Stocks
I've come across some really good pieces the last couple of days that I want to share:
"Generalists can have some advantages, including being able to 'focus on the true, single hinge issue' of a company', ...
Posted by Greg Feirman · No Comments »
What Ever Happened To Thrift?
June 10, 2008 · Category: Business Culture and Current Events, Culture and Current Events, Federal Reserve, Geopolitics, Macro Economics
The people who created this country built a moral structure around money. The Puritan legacy inhibited luxury and self-indulgence. Benjamin Franklin spread a practical gospel that emphasized hard work, temperance and frugality. Millions of parents, ...
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Job Losses = Dollar Drop = Oil Rise = Stock Market Crash
June 6, 2008 · Category: Commodities, Foreign Exchange, Geopolitics, Macro Economics, Market Commentary
The unemployment rate rose from 5.0 to 5.5 in May, and nonfarm payroll employment continued to trend down (-49,000), the Bureau of Labor Statistics of the US Department of Labor reported today.
- May Jobs Report, ...
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So Much For Santa
A confluence of bad news combined to drive down stocks today.
First, and most important, was the assasination of Pakistani opposition leader Benazir Bhutto (subscription required). This reminds everybody of the high level of geopolitical risk in ...
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Stocks Can’t Hold Early Gains; Turkey Approves Sending Troops Into Northern Iraq
October 17, 2007 · Category: Geopolitics, Market Commentary
The market has really sold off over the last couple hours. After being up strongly at the open on strong earnings news from Intel and others, the market has pretty much tanked (Nasdaq Chart).
It looks ...
Posted by Greg Feirman · No Comments »
