Geopolitics Archive
Monday Reading: The Big Picture
July 28, 2008 · Category: Macro Economics, Business and Investment Philosophy, Stocks, Market Commentary, Geopolitics
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: Macro Economics, Culture and Current Events, Business Culture and Current Events, Federal Reserve, Geopolitics
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, ...
Posted by Greg Feirman · No Comments »
Job Losses = Dollar Drop = Oil Rise = Stock Market Crash
June 6, 2008 · Category: Macro Economics, Commodities, Market Commentary, Foreign Exchange, Geopolitics
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, ...
Posted by Greg Feirman · No Comments »
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 ...
Posted by Greg Feirman · No Comments »
Stocks Can’t Hold Early Gains; Turkey Approves Sending Troops Into Northern Iraq
October 17, 2007 · Category: Market Commentary, Geopolitics
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 »
