Posts Tagged ‘debt’

Back to School – Lessons From Rodney Dangerfield ?

Icon Written by Jeff Howlett on April 25, 2012 – 11:15 am

  Hey, “It’s tough out there !” Yes, indeed.  Let’s see where we are: What will happen with interest rates?  Is there a bond bubble ? What is the future impact from Europe ? Will emerging markets continue to grow and support commodity markets? Will there be a QEIII ? What will be the impact [...]

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When to Hold Em, When to Fold Em – The 2013 Case for Commodities

Icon Written by Jeff Howlett on February 28, 2012 – 6:00 am

According to an report in The Washington Post on Monday, the National Association for Business Economics said that forecasters have raised their expectations for employment, new home construction and business spending this year. But they held on to their average prediction that U.S. GDP will grow at a rate of 2.4%, a slight improvement from [...]

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Good News – Another Boring Case For a Balanced, Positive Outlook !

Icon Written by Jeff Howlett on January 10, 2012 – 6:00 am

A couple of weeks ago, I wrote an article entitled “Equilibrium – A Crazy Idea ?”  The idea being of course that amidst all the daily blazing news about European debt, potential contagion, and general mayhem, there are actually underlying economies that continue to produce and consume “things” – and that slow to no growth [...]

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Equilibrium – A Crazy Idea ?

Icon Written by Jeff Howlett on December 27, 2011 – 6:00 am

As you are listening to the “past year in review” shows ?  No doubt as they are very hard to avoid and this is not to say that there is anything wrong with them as there are many important things that happened in 2011 that have become out of mind. Rather than focus strictly on [...]

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Same old, same old 3%

Icon Written by Jeff Howlett on December 13, 2011 – 6:00 am

Yet more excitement about the Eurozone has investors scurrying in the latest risk off trading session. Initial enthusiasm over the EU deal agreed to late last week on tighter EU control over national budgets faded, as the realization set in that there remain serious issues unresolved.  Such as: can Italy really be protected what is [...]

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Right Place, Wrong Time

Icon Written by Jeff Howlett on December 6, 2011 – 6:47 am

Are we all getting tired of the Euro debt crisis.  Seems like as the headlines come in, one story is about something fundamental with the next about the Euro debt crisis. Something came to mine – an old 70s tune entitled “Right Place, Wrong Time” by Dr. John. Yes indeed.  So what does this song [...]

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What is Oderless, Colorless, Unseen, and Financially Risky – Credit Default Risk what else !

Icon Written by Jeff Howlett on November 8, 2011 – 10:15 am

Over the past week it seems that every story on the news is followed by yet another one on Greece.  A debt relief deal with austerity and foreign monitoring, threats of a falling government, snap calls for a referendum, followed by a power grab / coalition government. In many ways, a new interim government for [...]

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Now Looking for the Bottom

Icon Written by Jeff Howlett on September 27, 2011 – 6:00 am

We all look forward to the day when the subject of Greek debt is a very important history lesson but unfortunately we’re living it now.  With the all knowing bond market pricing 2 year Greek notes at 69.7%, a default seems all but inevitable.  This has led to increasing calls for “recapitalizing” European banks (aka [...]

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Manufacturing, Paper Money, Commodities

Icon Written by Jeff Howlett on September 13, 2011 – 6:00 am

Yep Greece is back in the news and French banks are leading the slide. These events yet again illustrate the problems that can arise with interconnected financial markets when combined with reckless lending practices and increasingly political central bankers that cater to those that appoint them. Look – we have had 40 years of economies [...]

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