Money and Finance
- John Mauldin: You Can’t Be Serious
I admit to being surprised by Cyprus. Oh, not the banking crisis or the sovereign debt crisis or the fact that its banks were eight times larger than the country itself or even the fact that the banks were bloated with Greek debt that had been written...
- 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...
- John Mauldin: Waving The White Flag
For quite some time in this letter I have been making the case that for the eurozone to survive, the European Central Bank would have to print more money than any of us can now imagine. That the sentiment among European leaders was that they were prepared...
- Michael Lewis Interview
I want to ask you about your experience as a financial writer. I will start with your most recent book, Boomerang, and then move to some more general questions.Did your interview in Boomerang of Kyle Bass, the founder of Hayman Capital Management in Dallas...
- John Mauldin: Kicking The Can Down The Road
How often did we as young kids go down the street kicking a can? “Kicking the can down the road” is a universally understood metaphor that has come to mean not dealing with the problem but putting a band-aid on it, knowing we will have to deal with...
Money and Finance
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.
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Related previous post: GMO whitepaper: Et tu, Berlusconi? The Daunting (But Not Always Insuperable) Arithmetic of Sovereign Debt - By Richard Mattione
- John Mauldin: You Can’t Be Serious
I admit to being surprised by Cyprus. Oh, not the banking crisis or the sovereign debt crisis or the fact that its banks were eight times larger than the country itself or even the fact that the banks were bloated with Greek debt that had been written...
- 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...
- John Mauldin: Waving The White Flag
For quite some time in this letter I have been making the case that for the eurozone to survive, the European Central Bank would have to print more money than any of us can now imagine. That the sentiment among European leaders was that they were prepared...
- Michael Lewis Interview
I want to ask you about your experience as a financial writer. I will start with your most recent book, Boomerang, and then move to some more general questions.Did your interview in Boomerang of Kyle Bass, the founder of Hayman Capital Management in Dallas...
- John Mauldin: Kicking The Can Down The Road
How often did we as young kids go down the street kicking a can? “Kicking the can down the road” is a universally understood metaphor that has come to mean not dealing with the problem but putting a band-aid on it, knowing we will have to deal with...