Money and Finance
- Gmo White Paper
Link to white paper: The World’s Dumbest Idea In this white paper, James Montier, a member of GMO's Asset Allocation team, presents evidence that bolsters his assertion that Shareholder Value Maximization has been a complete failure and has contributed...
- Hussman Weekly Market Comment: Extraordinary Strains
Just weeks after the enthusiasm over Europe’s plan to plan for the possibility of using the European Stability Mechanism to bail out Spanish banks, the subtle technicality – that direct bailouts would make all of Europe’s citizens subordinate to...
- John Mauldin: All Spain All The Time
Last Monday I was in Paris and was asked to do a spot on CNBC London. I arrived at the studios an hour early due to a misunderstanding of the time zones, so while trying to catch up on the news I listened to CNBC. I had just written about Spain in last...
- Gmo Whitepaper: You Can Bank On It: European Banks Need Tons Of Money - By Richard Mattione
In this white paper, Rich Mattione continues his earlier study (Et tu, Berlusconi?) on the sovereign debt crisis, with a particular focus on the capital strength of banks in Europe. ……………….. Related previous post: GMO whitepaper: Et tu, Berlusconi?...
- Gmo Whitepaper: Et Tu, Berlusconi? The Daunting (but Not Always Insuperable) Arithmetic Of Sovereign Debt - By Richard Mattione
In this white paper, Rich Mattione constructs a simple model that attempts to arithmetize the dynamics of sovereign debt and then applies several hypothetical scenarios specific to the European sovereign debt problem, concluding that the arithmetic of...
Money and Finance
GMO white paper: The Pain in Spain: Is There Time for Hope and Change?
In this white paper, Rich Mattione, a member of GMO's International Active Division, takes an in-depth look at the problems Spain faces as it deals with its overwhelming debt burdens. He examines several facets of the Spanish economy while providing a comparison of Spain's current situation with other countries in the eurozone.
- Gmo White Paper
Link to white paper: The World’s Dumbest Idea In this white paper, James Montier, a member of GMO's Asset Allocation team, presents evidence that bolsters his assertion that Shareholder Value Maximization has been a complete failure and has contributed...
- Hussman Weekly Market Comment: Extraordinary Strains
Just weeks after the enthusiasm over Europe’s plan to plan for the possibility of using the European Stability Mechanism to bail out Spanish banks, the subtle technicality – that direct bailouts would make all of Europe’s citizens subordinate to...
- John Mauldin: All Spain All The Time
Last Monday I was in Paris and was asked to do a spot on CNBC London. I arrived at the studios an hour early due to a misunderstanding of the time zones, so while trying to catch up on the news I listened to CNBC. I had just written about Spain in last...
- Gmo Whitepaper: You Can Bank On It: European Banks Need Tons Of Money - By Richard Mattione
In this white paper, Rich Mattione continues his earlier study (Et tu, Berlusconi?) on the sovereign debt crisis, with a particular focus on the capital strength of banks in Europe. ……………….. Related previous post: GMO whitepaper: Et tu, Berlusconi?...
- Gmo Whitepaper: Et Tu, Berlusconi? The Daunting (but Not Always Insuperable) Arithmetic Of Sovereign Debt - By Richard Mattione
In this white paper, Rich Mattione constructs a simple model that attempts to arithmetize the dynamics of sovereign debt and then applies several hypothetical scenarios specific to the European sovereign debt problem, concluding that the arithmetic of...