Posts Tagged ‘George Soros’
Midsummer Issues Persist; Divergent Global Central Bank Actions Create Challenges
The market moves fast. Thankfully, in the rest of the world, trends of all kinds, generally move at a measured pace. The market overreacts to events and day-to-day happenings based on crowd think and behavioral issues. A change in trend will often start with a subtle data point or indicator, which in hindsight, ignites a…
Read MoreFirst the Japanese Yen and then Gold – There is No Safe Haven Currency Panacea
Beware of the one-way, one-speed runaway train! Usually in the normal chain of events the train stops, lets the passengers off, turns around, and starts going the other way. In a rare circumstance, all hell breaks loose and the train can’t be turned around and runs off the track and over the cliff. In the…
Read MoreThe Economic Process of Deleveraging Part Two – Why the US is Well Positioned
The differences between the US situation post-financial crisis and Japan in 1990 are stark. The previous post outlined how extreme things got in Japan and how ahead of itself the Japanese stock market, real estate market and economy got. While Japan was exposed to “extreme extremes” the US economy experienced imbalances that could be worked…
Read MoreFrench Banking Crisis – Steps Needed to Stabilize the System
George Soros recently made an excellent point in an interview with Spiegel that the origin of the euro crisis was when Angela Merkel stated bailout support would be granted from each EU member state individually, and not by the European Union. He goes on to highlight that this approach shattered a vision of an EU that…
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