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morph366
Musings on Markets, Memes and Mayhem
Friday, 30 December 2011
Sovereign debt in 2011
Excluding the usual suspects at the bottom of the table, sovereign debt outperformed, by a considerable margin, most global equity indices.
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2012
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"There is always tear gas to take care of that"
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The Euro in 2012: expect more testing times
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Can the technocrats save the euro?
Surely the pundits can't be wrong over Meredith Wh...
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December
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The Supreme Currency 1999-2012
Sovereign debt in 2011
Eurosystem balance sheet heading to Euro 3 trillio...
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EFSF chief sounds confident about sufficient fundi...
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EFSF structure: actual and simplified
Hours required by US workers to buy the S&P 500
Brain Dead
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Eurozone Bonds perhaps, but with one less AAA guar...
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Signs that are becoming part of life in Tokyo
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Merkel/Sarkozy lost in an Escher like maze with no...
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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
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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
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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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Tax Paradises and Offshore Shenanigans
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Micro-cap stocks (IWM) are behaving far more indep...
Seismic rumblings under Mount Fuji
Keynes RIP
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