Money and Finance
- John Mauldin: Unintended Consequences
Let me introduce Mauldin's Rule of Thumb Concerning Unintended Consequences: For every government law hurriedly passed in response to a current or recent crisis, there will be two or more unintended consequences, which will have equal or greater negative...
- Gmo: Something's Fishy In China
A wide gulf separates the two most prominent views regarding China’s future. Faced with slowing economic growth, one side says its leaders will deftly navigate a soft landing, while the other claims it will face an implosion similar to those that befell...
- 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?...
- After Tohoku: Do Investors Face Another Lost Decade From Japan? - By Edward Chancellor
In this white paper, Edward Chancellor, a member of GMO's Asset Allocation team, explores the question as to whether Japan will provide yet another decade of disappointing results to investors given not only the recent natural disaster there, but...
- China's Red Flags - By Edward Chancellor
Edward Chancellor, a member of GMO's Asset Allocation team, takes an in-depth look at today's China. He begins with a section on Identifying Speculative Manias and Financial Crises and follows with an analysis as to whether The China Dream is...
Money and Finance
Reflections on the Sovereign Debt Crisis - By Edward Chancellor
In this white paper, Edward Chancellor, a member of GMO's Asset Allocation team, provides his thoughts on sovereign debt. Specific questions he addresses in the paper include: Why in the past have governments defaulted on their debts? When have deeply indebted countries kept faith with their creditors? Under what conditions do governments opt for inflation rather than default?
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- John Mauldin: Unintended Consequences
Let me introduce Mauldin's Rule of Thumb Concerning Unintended Consequences: For every government law hurriedly passed in response to a current or recent crisis, there will be two or more unintended consequences, which will have equal or greater negative...
- Gmo: Something's Fishy In China
A wide gulf separates the two most prominent views regarding China’s future. Faced with slowing economic growth, one side says its leaders will deftly navigate a soft landing, while the other claims it will face an implosion similar to those that befell...
- 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?...
- After Tohoku: Do Investors Face Another Lost Decade From Japan? - By Edward Chancellor
In this white paper, Edward Chancellor, a member of GMO's Asset Allocation team, explores the question as to whether Japan will provide yet another decade of disappointing results to investors given not only the recent natural disaster there, but...
- China's Red Flags - By Edward Chancellor
Edward Chancellor, a member of GMO's Asset Allocation team, takes an in-depth look at today's China. He begins with a section on Identifying Speculative Manias and Financial Crises and follows with an analysis as to whether The China Dream is...