Guest Author 294 posts 0 comments

We are now seeing almost all our sell signals go off and we recommend clients hedge portfolios and reduce market exposure. We have advised clients in the past to hedge their portfolios and reduce exposure when all our sell signals have gone…

Interview with Michael Whalen In this issue of The Institutional Risk Analyst, we speak to Michael Whalen, Emmy award winning composer and new media observer, about the outlook for the business of creating and delivering content. …

The following is an excerpt from David Rosenberg's recent Lunch with Dave daily research piece highlighting Ten Themes for 2011. These themes are quite a bit different than the ones we highlighted just days ago from former colleague Richard…

Muddling through isn’t working. This column argues that troubled Eurozone nations should simultaneously open restructuring talks while continuing to service their debts normally. Germany, France, and other core Eurozone nations would have…

Despite its large size relative to the small Irish economy, the bailout of Ireland is not working. Risk premiums continue to rise. This column argues that part of the problem lies in a seemingly innocuous provision in the rescue facility…

by Michael Schussele The people of Ireland have been impressed into a life of indentured servitude by the financial engineers of the IMF and EU to pay the debts of bankers (723 billion euro of guarantees) which were not their debts and to…

by Lars Schall Folker Hellmeyer, chief analyst at Bremer Landesbank, gave an exclusive interview to chaostheorien.de. Yesterday we ran the first part of that interview with his take on the so called “Currency Wars,”China's role as a…

by Lars Schall Folker Hellmeyer, chief analyst at Bremer Landesbank, gave an exclusive interview to chaostheorien.de, with his take on the so called “Currency Wars” and China's role as a stabilizing factor in the world economy. Moreover,…

The recent sequence of reassurances from various eurozone policymakers suggests we are in the early, not latter, stages of the euro crisis. Only an Anglo-Saxon style QE will prevent dissolution of the euro. Such a radically un-German…

In a speech given on November 20, 2010 at the ADA Education Fund’s Post-election Conference at Harvard's Kennedy School of Government, Professor James K. Galbraith asks for whom President Obama is really working.