Some thoughts on Ukraine, part 2

Yesterday I looked at the Ukraine situation from a decision-tree framing. And my conclusion was that Western influence in Ukraine’s internal politics to aid regime change was a key factor in making the situation in Ukraine and its…

Some thoughts on Ukraine, part 1

It is about time I did a long-form political economy piece because a lot of what is occurring in emerging markets is of that ilk. The political economy dominates the economics of the issues in a way that makes discussing markets and…

News: 2014-04-03

I apologize but I am under severe time constraints today and cannot do the daily in time for the 10AM newsletter deadline. As I am out of the office tomorrow, I am not sure when I will be able to write. But I will have something for you.…

News: 2014-04-02

Slovenia Raising Debt at Record Pace in 2nd 2014 Offering - Bloomberg This tells you the euro crisis is over until the next cyclical downturn: "Slovenia is raising debt at its fastest pace on record as the nation plans the sale of 2…

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