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morph366
Musings on Markets, Memes and Mayhem
Sunday, 9 October 2011
S&P 500 down 30% in real terms since 2000
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2012
(6)
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February
(2)
"There is always tear gas to take care of that"
Only bankers made any money from most large banks ...
►
January
(4)
The Euro in 2012: expect more testing times
2 and 20 anyone?
Can the technocrats save the euro?
Surely the pundits can't be wrong over Meredith Wh...
▼
2011
(53)
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December
(11)
The Supreme Currency 1999-2012
Sovereign debt in 2011
Eurosystem balance sheet heading to Euro 3 trillio...
Long and low and the outlook for bond price volati...
How to get a job at Royal Bank of Scotland
Ultra high incomes: agency/principal neglect
EFSF chief sounds confident about sufficient fundi...
New fiscal pact for EZ
The EMU monetary convergence myth exploded
Good news for those who like Swiss francs...there ...
"It means what I choose it to mean"
►
November
(3)
EFSF structure: actual and simplified
Hours required by US workers to buy the S&P 500
Brain Dead
▼
October
(1)
S&P 500 down 30% in real terms since 2000
►
August
(1)
Eurozone Bonds perhaps, but with one less AAA guar...
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July
(15)
Signs that are becoming part of life in Tokyo
Italy's regions are microcosm of the European Unio...
Merkel/Sarkozy lost in an Escher like maze with no...
Larger Private Sector not good for GDP growth
At critical times markets need disambiguation
Defaulting: Keep it simple
The PBOC has a larger wallet than the BOJ
Will Germany take the Mister Creosote option?
World is drowning in supposedly risk free debt -bu...
S&P puts USA on credit watch with 50% chance of do...
Convergence/Divergence of Greek and German bonds
Key US Employment Metrics
EFSF not funded sufficiently to deal with rescue o...
Why Italy really matters for the Eurozone
Good Graphic on System Risk from Greek default
►
June
(6)
Grecian tragedy - a sideshow to the main event
Distribution of High Net Worth Individuals
Heads we win, tails you lose
Variations on a moral hazard theme
Euro politicians cannot fool markets
Fed is in a fiscal box aka double bind
►
May
(3)
EZ banks might die nationally or as part of a new ...
Selecting the new IMF head - awkward for China
GBP/CHF clear loser over last 4 years
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April
(1)
Tax Paradises and Offshore Shenanigans
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March
(6)
Micro-cap stocks (IWM) are behaving far more indep...
Seismic rumblings under Mount Fuji
Keynes RIP
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February
(5)
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January
(1)
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2010
(93)
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December
(4)
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November
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October
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September
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August
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July
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June
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May
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April
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March
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February
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January
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2009
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December
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November
(14)
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October
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September
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August
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July
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June
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May
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April
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March
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February
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January
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2008
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December
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November
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