European Debt Scenarios and Prospects for Growth
A few weeks ago we wrote that we are optimistic that another deep crisis will be avoided and that the Euro will survive. Recent developments and scenarios are unfolding that seem to confirm that optimism. However, we remain cautious for the next couple of months,...On Hotspots and their Place in the Emerging and Frontier World: Part I, the Cases of Kyrgyzstan and Tajikistan
We’ve mentioned on several occasions in previous newsletters and commentaries our positive growth outlook for numerous emerging economies in the near future and the growing interconnectedness among them. This isn’t the first time that developing players...The Mark of Debt: Hysteresis in Municipal Bonds in the Saga of Bubbles
We have written briefly before (July 2010 commentary) on the dangers of the municipal bond market. In this commentary we make the claim that the housing sector leaves a mark of hysteresis in the municipal bond market, which has already started to exhibit signs of...A WATERSHED MOMENT FOR INVESTORS
Yesterday we ran performance reports for our portfolios1. Our composite return across all portfolios was 18.11%. For comparison, our aggressive portfolio’s aggregate return was 35.95%. Annualized, these figures would exceed 35% and 50%, respectively. We...ΤΟ ΣΥΝΔΡΟΜΟ ΤΟΥ ΙΚΑΡΟY: ΑΝΑΖΗΤΩΝΤΑΣ ΤΗΝ ΣΥΣΑΧΘΕΙΑ ΚΑΙ ΤΗΝ ΑΙΣΥΜΝΗΤΕΙΑ ΣΤΗΝ ΑΥΓΗ ΤΟΥ 2011
Tα σημεία των καιρών υποδεικνύουν ότι οδηγούμεθα σε μία ιστορική περίοδο αλλαγών. Οι διαγραφόμενες αλλαγές αγγίζουν τον οικονομικό, πολιτικό, κοινωνικό, αλλά και διανοητικό χώρο. Ζει άραγε ο άνθρωπος μόνο με ψωμί και μη τάχει και «έχουμε πάρει τη ζωή μας λάθος» όπως...Sign Up for Our Publications
