Archive - Jul 28, 2013 - Blog entry
How the Great Global Rig of Post-2009 Will End
Submitted by Phoenix Capital Research on 07/28/2013 15:05 -0500
At this point the Central Bank has one of two options: 1) Monetize everything OR 2) Let the bond market fall to where it deems rates are appropriate given the new default risk.
Fundamental Keys in the Week Ahead
Submitted by Marc To Market on 07/28/2013 12:20 -0500Dis-passionate discussion of next week's events and data, placed within a somewhat larger context.
Video of the Week: A Noteworthy Negative Divergence
Submitted by thetechnicaltake on 07/28/2013 11:40 -0500US Equities continue to diverge from the underlying fundamentals and most asset classes.
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Japan: From Quagmire To Abenomics To Collapse
Submitted by Eugen Bohm-Bawerk on 07/28/2013 11:34 -0500We take a new look at Japan from the 1980s to today in order to decipher what “Abenomics” might do to this fragile nation. We argue that moving Japan from its current stable, but unsustainable equilibrium, through activist monetary policy risk a run on the sovereign. We present part I and part II here today. We hope you enjoy it.





