Archive for the 'Consumer Spending' Category

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Another proponent of economic Darwinism

November 21, 2007

Just a quick note from MarketWatch before I hit the sack…
17 reasons America needs a recession
Here are some of my thoughts on the subject.
Good night and have a Happy Thanksgiving!

Categories: Consumer Spending, Corporate Leverage, Credit, Currencies, Economic Darwinism, Inflation, Monetary Policy, Recession

Comments: 2 Comments

Another word for hedged… leveraged

November 11, 2007

Market turmoil is still quite fascinating to me and I still believe the current environment will be one for the history books and I’m still trying to take as much as I can from this learning experience.
My professional work experience is in fixed income. For two years, I was very “plugged in” to the markets [...]

Categories: Balance Sheets, CDO, CDS, Consumer Spending, Credit, Currencies, Default Rates, Economic Darwinism, Fair Value Accounting, Gold, Leverage, Markets, Monetary Policy, Oil, Petrodollars, Recession, Risk Management, Sovereign Wealth Funds, Structured Finance, VaR

Comments: 1 Comment

Consumers headed for trouble

July 11, 2007

Did I mention I love The Big Picture?
I remember a while back I was sitting at lunch with some colleagues and I asked the question, “What is the fundamental law that drives markets, economies, etc?” One person responded “arbitrage pricing” *BZZT*
Arbitrage pricing may place a constraint on market price dynamics (and ultimately economies), but it [...]

Categories: Arbitrage Pricing, Consumer Spending, Economic Darwinism, Wealth Effect

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