SUBPRIME AND SHORT VOL / CREDIT BUBBLE BULLETIN

Subprime and Short Vol Doug Nolan February 6 – Wall Street Journal (Spencer Jakab): “Only very rarely has a trade gone from being...

SOUPED UP GROWTH: AMERICA´S EXTRAORDINARY ECONMIC GAMBLE / THE ECONOMIST

Souped up growth America’s extraordinary economic gamble Fiscal policy is adding to demand even as the economy is running hot ...

THE END OF AN ERA FOR MARKET TRANQUILITY / THE FINANCIAL TIMES COMMENT & ANALYSIS

The end of an era for market tranquility Wall Street suffered its worst week in years as investors grasped that the era of cheap money is...

CHINA´S IRRESISTIBLE RISE / PROJECT SYNDICATE

China’s Irresistible Rise Jim O'Neill LONDON – China’s recently released GDP data for 2017 confirm it: the country’s dramatic ris...

THE CASE AGAINST SHARE BUYBACKS / THE FINANCIAL TIMES COMMENT & ANALYSIS

Lex in Depth: the case against share buybacks With investment in development stuck at pre-crisis levels and stock prices high, do US compa...

MAN AND MACHINE: AUTONOMOUS WEAPONS ARE A GAME.CHANGER / THE ECONOMIST

Man and machine Autonomous weapons are a game-changer AI-empowered robots pose entirely new dangers, possibly of an existential kind ....

FOR IRAN, TOUGH CHOICES AHEAD / GEOPOLITICAL FUTURES

For Iran, Tough Choices Ahead By Xander Snyder    The protests that broke out throughout Iran late last month have d...