Officially on “Periphery” Contagion Watch Doug Nolan This week saw all-time highs in the S&P500, the Nasdaq Composite, the Nasdaq...
CAN CRYPTOCURRENCIES RECOVER? : FLAWS IN BITCOIN MAKE A LASTING REVIVAL UNLIKELY / THE ECONOMIST
Can cryptocurrencies recover? Flaws in Bitcoin make a lasting revival unlikely The latest boom and bust invite comparisons with past fi...
THE AMERICAN POPULIST RECKONING / PROJECT SYNDICATE
The American Populist Reckoning The most likely outcome of Donald Trump's presidency will be slower growth, further increases in inequ...
ARGENTINA´S CENTURY BOND CAUGHT IN DASH FOR EXIT / THE FINANCIAL TIMES
Argentina’s century bond caught in dash for exit Just two years ago investors rushed to snap up 100-year debt sold by Buenos Aires Colby...
THE CASE FOR A MELT-UP / SEEKING ALPHA
The Case For A Melt-Up by: The Heisenberg Summary - Another week of gains for US stocks raises familiar questions ...
AMERICA´S STOCK MARKET EXCEPTIONALISM CAN´T CONTINUE FOR EVER / THE WALL STREET JOURNAL
America’s Stock Market Exceptionalism Can’t Continue Forever Relative to the size of the economy, U.S. corporate earnings are at steep lev...
IN TURKEY, POLITICAL GAINS COME AT A COST / GEOPOLITICAL FUTURES
In Turkey, Political Gains Come at a Cost Erdogan’s recent economic interventions are beginning to take their toll on the country’s finan...
HOW EMERGING-MARKET LOCAL CURRENCY BONDS MIGHT FIT IN YOUR PORTFOLIO / THE ECONOMIST
Buttonwood How emerging-market local-currency bonds might fit in your portfolio Their appeal lies in their distinctiveness IN THE ...