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Europe is in a recovery as Spain demonstrates uptrend
When the Eurozone moved toward the backloaded austerity paradigm, last Spring, I started to change my tune on Europe. In June, I wrote that we should watch second derivatives in the Eurozone, because the change in change numbers are a…
Tightening into frothy markets in the asset-based economy
On Friday, I read a post on the New York City housing market that got me to thinking about how we view interest rates and their effect on credit markets. Traditionally, we view higher interest rates as a net tightening and slowing of the…
Some thoughts on easy money and fiscal withdrawal
In the links today, I had a number of good posts that focused on the issue of fiscal policy versus monetary policy. There are a number of ways to look at the issue, economically and politically. However, I think the overriding takeaway…
France, the eurozone crisis recovery, and investing and economic timeframes
I have some interesting ideas on the eurozone regarding France, a housing decline and its divergence from the rest of Europe. But I am going to save that for a later post. Suffice it to say the German - French spread is widening; it is at…