The Cancer of Debt and Deficits
We are coming to the point in the United States when even the US government will no longer be able…
Read ArticleThe Answer We Don’t Want to Know
2012 will be the 11th time in my short life that I will be able to participate in the choosing…
Read ArticleWho Took My Easy Button?
Everyone knows by now that the US is facing difficult choices. Depending on what assumptions you use, the unfunded liabilities…
Read ArticleThe Transparency Trap
This week we take a brief pause in our series on the choices facing the developed world to look at…
Read ArticleStaring into the Abyss
"If we want everything to stay as it is, everything will have to change." – from The Leopard by Giuseppe…
Read ArticleThe End of Europe?
One of the interesting things about being in Hong Kong is that I get to see the weekend edition of…
Read Article2012: A Year of Choices
Once to every man and nation, comes the moment to decide, In the strife of truth with falsehood, for the…
Read ArticleCollateral Damage
"Whoever cannot seek the unforeseen sees nothing for the known way is an impasse." ― Heraclitus, Fragments Which path will…
Read ArticleYour Three Investing Opponents
It’s Christmas Eve and that time of year when we start thinking about what we did in the past year…
Read ArticleThe Center Cannot Hold
Turning and turning in the widening gyre The falcon cannot hear the falconer; Things fall apart; the centre cannot hold;…
Read ArticleA Player to Be Named Later
We have come to the end of yet another European Summit that was supposed to be the one to fix…
Read ArticleTime to Bring Out the Howitzers
It is now common to use the term bazooka when referring the actions of governments and central banks as they…
Read ArticleChanging the Rules in the Middle of the
Angela Merkel is leading the call for a rule change, a rewiring of the basic treaty that binds the EU.…
Read ArticlePrint or Perish
Europe is again at center stage. At conferences and meetings and in private conversations, it is the topic of the…
Read ArticleWhere is the ECB Printing Press?
Europe remains the focus of markets, and rightly so. But the picture is not as clear as one would like.…
Read ArticleWhere Will the Jobs Come From?
I find myself in Liam's taxi on the beautiful drive to Kilkenny through the Irish countryside for a few hours…
Read ArticleEuropean Summit: A Plan with No Details
Where is the peace dividend that was supposed to come after the end of the Cold War? Where are the…
Read ArticleCan “It” Happen Here?
"Bankruptcies of governments have, on the whole, done less harm to mankind than their ability to raise loans." - R.H.…
Read ArticleAn Irish Haircut
Just as only four short years ago it was All Subprime, All the Time, and then it was the Credit…
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