-
Archives
- January 2020
- November 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- August 2018
- June 2018
- March 2018
- December 2017
- June 2017
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- March 2015
- February 2015
- January 2015
-
Meta
Monthly Archives: January 2015
Should You Fade the Plunge?
Many market cycles are marked by disproportionate investment in one sector. That sector, post financial crisis, was energy, particularly oil. The oil price fell with the crisis, bottomed at the end of 2008 and rallied to post crisis highs in April 2011 … Continue reading
All Aboard!
The ECB has boarded the Quantitative Easing train. Perhaps the deflation that is stalking Europe finally prompted the move. Mr. Draghi and the ECB board have had the benefit of observing Fed policy and Bank of England policy working, versus … Continue reading
Where’s the Hot Cocoa Martha?
It was cold on Saturday, 17º F at the start. That’s about -8º C to the rest of you folks. It was too cold for a road ride. The dirt roads of Bedford beckoned. Twenty eight miles and 2700 feet of climbing … Continue reading
Painted into a Corner
On January 15th, the Swiss National Bank (SNB) stopped defending its currency peg of Swiss franc (CHF) 1.20 to the euro (EUR). It also imposed a -0.75% overnight rate and moved its target for 3 month libor to -1.25% to … Continue reading
