xxx
Drafts:
Impact of a revaluation of the RMB
Economic volatility: the end of the “great moderation”
Lack of global aggregate demand
…
March 2010:
Sun. 14th: Goldman vs. Chanos
Wed. 10th: What a low US mutual fund cash holding could mean
Sun. 7th: The US labor market is improving. Isn’t it?
Tue. 2nd: US household total income vs. total debt
Mon. 1st: Chinese oil demand, where does the growth come
Mon. 1st: Federal reserve balance sheet and bank reserves
xxx
February 2010:
Wed. 25th: Two scary graphs
Mon. 23th: Consumer confidence
Sun. 22th: “The money hole”
Sun. 22th: Economic outlook: “A tale of two narratives”
Sun. 22th: Saudi Arabia’s oil exports
Mon. 21th: A “valuation” bear market for US stocks
Wed. 18th: Bad “good ideas”
Tue. 17th: “A Greek crisis is coming to America”
Mon. 16th: “The pain of adjusting” in the Eurozone
Thu. 12th: Chinese demand for commodities, a few numbers
Wed. 11th: Commodity prices and interest rates, change in pattern
Mon. 9th: Chinese real estate:
xxxxxxxxxx“Our strategy is to sell everything we have”
Sun. 8th: UNG is redeeming shares… finally!
Thu. 5th: Jim Chanos video at the LSE
Tue. 3rd: Correlation between the ISM manufacturing and
xxxxx.xxxxxthe S&P 500 YoY return
xxxx
January 2010:
(Working on it)
Lesmaes 