Diary of a Financier

Posts Tagged ‘Europe’

Top Newsstuffs (July 27 – August 2)

In Bookshelf on Sun 2 Aug 2015 at 07:18

Top reads from the week that was… Read the rest of this entry »

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Currency markets about to make waves

In Capital Markets on Thu 21 May 2015 at 16:19

Major currencies are on the brink of big breakouts or breakdowns.  The aggregate picture would suggest a USD breakdown, but waiting for the signal before reacting… Read the rest of this entry »

Top Newsstuffs (April 6-12)

In Bookshelf on Sun 12 Apr 2015 at 04:57

Top reads from the week that was…

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Top Newsstuffs (March 23-29)

In Bookshelf on Sun 29 Mar 2015 at 05:12

Top reads from the week that was…

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Squawk Box (February 2-8)

In Trading Desk on Sat 7 Feb 2015 at 05:52

Here’s my weekly “trade & thought reconciliation”… Read the rest of this entry »

Squawk Box (January 19 – February 1)

In Trading Desk on Sat 31 Jan 2015 at 05:49

Here’s my weekly “trade & thought reconciliation”… Read the rest of this entry »

ECB sovereign QE conditionals

In Capital Markets, Economics on Fri 16 Jan 2015 at 16:30

Mark my words… Read the rest of this entry »

Top Newsstuffs (December 8-14)

In Bookshelf on Sun 14 Dec 2014 at 06:17

Top reads from the week that was…

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Top Newsstuffs (November 17-23)

In Bookshelf on Sun 23 Nov 2014 at 05:19

I’ll be gone ’til December.  Top reads from the week that was…

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The most important post on Europe you’ll read this year

In Capital Markets, Economics on Thu 9 Oct 2014 at 17:24

There’s a lot of bad news being thrown at the market right now.  Most of it is of the garden variety, those constant fixtures in the everpresent wall-of-worry.  Euroskeptics are perhaps the loudest of the lot right now.  This ilk is framing a much different narrative for Europe than objectively exists, but they’ve managed to talk-down European markets — not to mention the rest of the world.  ‘Uncertainty is the mother of opportunity’ (or something like that), and there’s a particularly attractive entry point in European equities right now.  We are buying Europe ($HEDJ)…

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