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2011
March to Folly: Underestimating Germany and the ECB
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How do we know that China is overinvesting?
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News Links: Ten days of secret planning to rescue markets
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Europe is headed to a blood in the streets outcome
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Chart of the Day: U.S. Payroll Employment By Industry, November 2011
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More on what I think will happen in Europe
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Some Thoughts on the U.S. Jobs Report and Implications
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News Links: Draghi – If fiscal policy becomes hawkish, monetary policy will be dovish
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NFP up +120,000, unemployment rate 8.6%, hourly earnings down
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Dollar Soft ahead of US Payrolls
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