VACACIONES MAYO 2018 Queridos amigos, Les escribo estas líneas con motivo de mi próximo viaje, por lo que estaré ausente de la oficina...
CONVENTIONAL WISDOM / CREDIT BUBBLE BULLETIN
Conventional Wisdom Doug Nolan Conventional Wisdom is so often proved wrong. Thinking back over my career, it's amazi...
THE MEANING OF MORTALITY: WHEN DEAD IS NOT THE END / THE ECONOMIST
The meaning of mortality When death is not the end There is growing opposition to the way many countries define dying SHALOM OUAN...
THE LEGAL NET CLOSING IN ON DONALD TRUMP / THE FINANCIAL TIMES COMMENT & ANALYSIS
The legal net closing in on Donald Trump In the president’s world, as in the Mafia, disloyalty is the unforgivable sin Edward Luce ...
WHERE WILL THE NEXT CRISIS OCCUR? / THE ECONOMIST
Buttonwood Where will the next crisis occur? Corporate debt could be the culprit INTEREST rates are heading higher and that is li...
WAR AND THE ASYMMETRY OF INTERESTS / GEOPOLITICAL FUTURES
War and the Asymmetry of Interests By George Friedman This past weekend, I attended a re-enactment of the Battle of Lexington, the bat...
WHO´S MOST VULNERABLE TO ITALY´S TROUBLES? EUROPE´S BANKS / THE WALL STREET JOURNAL
Who’s Most Vulnerable to Italy’s Troubles? Europe’s Banks Political turmoil highlights how region’s banking system isn’t fully fixed fro...
CHINA AND DOLLAR TEST EMERGING MARKET´S BULL RUN / THE WALL STREET JOURNAL
China and Dollar Test Emerging Markets’ Bull Run Factors supporting the market no longer look so solid; rising U.S. Treasury yields and ...
THE BIGGEST THREAT TO THE ECONOMY / SAFE HAVEN
The Biggest Threat To The Economy By Kelsey Williams You wouldn’t know that by listening to current commentary on the economy. Ther...