Geopolitics Archive

Top Gun FP Client Note: The Charlie Sheen Market

NOTE: Every week or two I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients.  You can ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Rebellion In The Land Of The Pharaohs

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  1 Comment »

The BOJ Goes QE

October 5, 2010  ·  Category: Currencies, Geopolitics, Japan, Macro Economics, Market Commentary
It is an extraordinary measure for a central bank, particularly the purchase of financial assets to encourage the decline in risk premiums.  To be explicit on that point and to extensively influence market interest rates ...
Posted by Greg Feirman  ·  No Comments »

WSJ: Central Banks Intervene To Prop Up Dollar

November 12, 2009  ·  Category: Currencies, Geopolitics, Macro Economics, Market Commentary
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

September 29, 2009  ·  Category: China, Geopolitics, Macro Economics
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

September 25, 2009  ·  Category: Geopolitics, Macro Economics, Market Commentary
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 ...
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NYT: China Grows More Picky About Debt

May 21, 2009  ·  Category: China, Commodities, Geopolitics, Gold, Macro Economics
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

October 29, 2008  ·  Category: Commodities, Federal Reserve, Geopolitics, Macro Economics
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

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?

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 »