TIC Flows- More like OUTFLOWS
September Net Long-term TIC Flows were $81.0 billion. The prior...
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Who Owns Us? No, The Question is: Who Owns U.S.?
Japan has a big piece, so does the UK. But the single largest holder...
Follow Up: Why We Are STILL Short Euro/Europe
In a recent post, we discussed some of our basic rationale for...
Links and Reading for November 16th
Some of the more interesting and important items for November 16th :...
Inflation Around the World, But Amazingly, Not in the U.S.A!
Somehow there is inflation around the world. Countries are...
Inventory and Sales: Retailers Betting Big on a Robust Consumer
Inventories increased again this month and that is a sign that...
Sunday Fun : “Fear the Boom and Bust” a Hayek vs. Keynes Rap Anthem
Just a bit of fun…..
Why We Are SHORT Europe/EURO
Here are just a few of the headlines from today: Greek unemployment...
Links and Reading for November 11th
Some of the more interesting and important items for November 11th :...
SINA (Sina) : Massive Increase in China Video Penetration
Over the past year, Sina’s (SINA) move to grab video as a way...
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