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Brief comments on three latest market themes
Please, click here to read this letter in .pdf format: may-4-2009 Finally, Friday came with the data on the ISM Index, which was at 40.1 vs. expected of 38.4. On an absolute basis, main street still...
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On gold, stocks, financial repression and the KreditAnstalt of 1931
Please, click here to read this article in pdf format: March 18 2012 We are back from Washington DC and realize that we could choose different titles for today’s letter. Let’s try a few… Title No.1:...
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An Austrian view of the VIX
Please, click here to read this article in pdf format: January 31 2013 The collapsing CBOE Volatility Index (VIX) and its implication that it is now safe to dive into equities has received much...
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