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Blogs about: Global Macro Life Meal

Consumptio to GDP ratios

aletheia22 wrote 2 years ago: … more →

classic Europe: New attack on private equity and hedge funds & Szarkozy crap... im surprised he hasnt mentioned 12th Imam:-)

aletheia22 wrote 2 years ago: Leading Socialist deputies in the European parliament presented a report into the hedge fund and pri … more →

Tags: Hedge Funds, Family Around the World, stupidity

Commerce Department Applies New Duties Against China

aletheia22 wrote 2 years ago: The U.S. Commerce Department, reversing more than two decades of practice, decided today to levy new … more →

Tags: China

Liquidity , a comment

aletheia22 wrote 2 years ago: “Liquidity isn’t about money on the sidelines per se, but rather about the risk appetite … more →

Further on subprime fall-out : classic bubble tale

aletheia22 wrote 2 years ago: But in September 2004, an advertisement in the local newspaper for a home buyers’ seminar caug … more →

Rapid ageing of developing world surprises UN experts..from FT

aletheia22 wrote 2 years ago: i aint Malthus  http://en.wikipedia.org/wiki/Malthus, but this is going to be  a huge macro trend. T … more →

Tags: stats

Long lag between peak in margins and begining of recession (Surprise,surprise)

aletheia22 wrote 2 years ago: from BCAr … more →

Tags: surprises

A self-fulfilling carry trade obsession

aletheia22 wrote 2 years ago: From Mr R. Wise. Sir, The media’s preoccupation with the famously opaque carry trade (includin … more →

Mr.G speaks again

aletheia22 wrote 2 years ago: Greenspan Sees `One-Third Probability’ of Recession This Year By Craig Torres March 6 (Bloombe … more →

Great explanation why carry trade continues

aletheia22 wrote 2 years ago: From Dr Vineer Bhansali. Sir, I read your two articles on the yen carry trade (January 31) with inte … more →

Tags: Hedge Funds


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