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Beware of Greeks Bearing Bonds and Other Links
Topic of the Day: Greece (Wait for the parable of the story: "the smart person accepts. the idiot insists." Classis tale by Michael Lewis.) Beware of Greeks Bearing Bonds | Business | Vanity Fair The Usual Fare…
On How The Cuban Model Doesn’t Work And Other Links
Topic of the Day: Cuba Fidel: 'Cuban Model Doesn't Even Work For Us Anymore' - International - The Atlantic Castro: I Was Wrong During Cuban Missile Crisis - International - The Atlantic Fidel to Ahmadinejad: 'Stop Slandering…
Get Government Out of the Mortgage Business and Other Links
A few comments today: I like Sheila Bair. She acts like a regulator should. When she warns of government exposure in mortgages, you should read the subtext as "if we in government are going to be the entire mortgage market, we…
On the role of the state and other links
On the role of the state What is the role of the state? | Martin Wolf's Exchange | FT.com oftwominds: The Overlapping Crises of Neoliberal Global Capitalism Both Martin Wolf and Charles Hugh Smith have good essays on government.…
Pre-Markets: Equities Weaker, Dollar Lower on European Troubles
Highlights The US dollar is mostly lower today, with sterling leading the way. Corporate acquisitions, or talk of them at any rate, with the help of the second consecutive rise in the Halifax home price index, and as expected…
On Big Trouble in Little Ireland and Other Links
I am finally back after taking most of August off and I should be up to near a full posting schedule in short order. While I was away, the site got a re-design and a speed upgrade. If you have visited since yesterday, you should notice that…
Political Risk Rises In Romania, Stay Short RON
By Win Thin, Senior Currency Strategist, BBH Developments in Romania today support our recent bearish call on the leu. EUR/RON has risen after we went long Aug 30 around 4.24. We still target the record high 4.40 from June and expect this…
Waiting for Trichet
BBH CurrencyView Highlights The US dollar is mostly softer, though within yesterday’s ranges as market participants await the ECB’s press conference and US economic data. Sterling is under-performing perhaps being impacted by the softer…
On critiquing Obama’s economic policy and other links
Critiquing Obama's economic policy How Obama Got Rolled by Wall Street – Newsweek FT.com / Columnists / Martin Wolf - Obama was too cautious in fearful times Michael Gerson - Obama's wandering economic message My take:…
Will the Risk Appetite be Sustained In North America?
BBH CurrencyView Highlights The US dollar is broadly lower to start September as stronger data, especially from Australia and China encourage new risk taking. Yet this has not seen the yen and Swiss franc, beneficiaries of risk aversion,…