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The Dollar: What You Need to Know
The strength of the dollar has increased steadily in 2015, and will continue to do so in the growth orientated economic climate of the United States. What has contributed to this? Throughout the world economies have been in a slump. Europe is currently in currently undergoing a stimulus program to...
Greece: A History of Financial Disaster
Dionysius the Elder, a ruler in ancient Greece, ran up massive debts to pay for his multiple military campaigns. His solution? Change every drachma into two drachmas. Pulling money from nowhere to cover massive debts has seemed to be a monetary policy throughout Greek’s history. First, let us...
The Eurozone: on the road to recovery with a lingering risk
Back in September the idea that the Eurozone's economy could potentially undergo a recovery (see post) was met with some skepticism. And yet here we are. The EuroStoxx50 index is up 14% for the year while the Dow is up 2.5%. We now see plenty of indicators showing strengthening economy in the euro...
Macro economist PMs
I understand this may be a silly question to those of you in the field, so please bear with me. From what I understand there are two main camps of macro PMs. One type comes from a trading background, understands how all the products work, and is very good at putting on asymmetric bets using option...
Oil 2.0: The Rise of India's Middle Class
Currently reading "The $10 Trillion Prize: Captivating the Newly Affluent in China and India" by partners at BCG. Reminded me about an investment proposal I wrote (along with 2 others) last year. The portfolio described in the proposal has returned ~20% (positions entered in January 2013). Take a...
PMI Weights
Does anyone know what the weights are for the five components in PMI? Both Markit and ISM?
Real Economics 101, a quick run down.
Read this and start to learn how to discern between reality instead of the reality created by media and financial elite. I don't agree with everything he says but it is pretty spot on. Productivity, The Miracle of Compound Interest, and Poverty By Michael Hudson This is a re-working of my second...
Income Inequality
Not sure how to imbed, but this is an interesting video. While many people on here (including myself) are not particularly welcome to wealth redistribution, this video makes a good argument. Regards http://www.ted.com/talks/lang/en/richard_wilkinso…
Why the West is Lost
The current economic era has brought about questions that have not been seriously entertained in the Western world since the days of Paganism, when Christianity was the new kid in town. America is at the forefront of this seismic shift and each day we are being asked difficult questions. The...
Where Do You Have Your Money?
It dawned on me yesterday while writing my post that we do a lot of speculation on this site...but I am not sure how many of us really speculate. Needless to say if you are working on a desk at a prop shop or at a trading arm of a bulge bracket , you have money in play almost every single day. But...
Ethanol: Where do you stand?
I love Brazil. I hate tree huggers . But being that it is the season of caring and sharing, I am willing to make an exception if for one day, only. In light of today's news that U.S. car makers and engine manufacturers are challenging the E.P.A's recent decision to increase ethanol content of...
Macro to Micro ER
I was wondering if anyone could explain how ER analyst approach writing reports that include looking at the economy of countries THAN going down to a sector and THAN companies. I am interested in improving my Macro to Micro knowledge and I would like to get a start ASAP. Hopefully I can get some...
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