Macronomics

Personal comments on Macro trends, Macro news and views. All rights reserved. Disclaimer: Information provided on this blog does not constitute a recommendation or advice to purchase any investment, product or service listed or mentioned on this blog. Information displayed on this blog is not intended as specific investment advice and should not be relied on for making investment decisions.

Showing posts with label banks. Show all posts
Showing posts with label banks. Show all posts
Monday, 12 June 2017

Macro and Credit - Potemkin village

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"Now I believe I can hear the philosophers protesting that it can only be misery to live in folly, illusion, deception and ignorance,...
Sunday, 8 March 2015

Credit - Information cascade

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"Every market is in transition." - Kenneth Lay, former CEO of Enron Watching with interest the impressive melt up in European ...
Friday, 16 January 2015

Credit - Quality Street

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"Quality is not an act, it is a habit."- Aristotle While mesmerizing at the velocity in the fall in core government bonds inc...
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