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Wednesday, December 28, 2011

The military intelligence non-event and non-failure of Kim Jong Il's death

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Most of the world knows by now of the death of North Korea's dictator, Kim Jong Il.  You may also know it took more than 48 hours before...
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Monday, December 5, 2011

Twitter Linkage roundup

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Some good links and tweets from my twitter stream: RT @QuoteJunkie : "To Avoid Criticism, Do Nothing, Say Nothing, And Do Nothing....
Tuesday, November 22, 2011

China's lending in context -- Time to pay the bill

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Earlier this month I highlighted the continued deceleration in Chinese lending growth from it's peak in late 2009.  Just how massive th...
Friday, November 18, 2011

Linkage roundup

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Some reading material for you from my twitter stream: Italian default scenarios by Credit Writedowns http://t.co/XZ1feKq5  -- The situat...
Thursday, November 17, 2011

Inflation expectations in the bond market

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Here's an update on inflation expectations as expressed by the bond market.   As the nominal 10 year yield continues to drop it has push...
Tuesday, November 8, 2011

Linkage roundup

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Some reading material for you from my twitter stream: http://t.co/vXWLZxuV - Italy near tipping point of increased margin requirements....
Monday, November 7, 2011

China lending stats update -- The decline continues.

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It has been over a year since I last highlighted the slow decline in official  lending statistics out of China. Since then not much has hap...