Diary of a Financier

Posts Tagged ‘European Central Bank (ECB)’

Top Newsstuffs (January 11-17)

In Bookshelf on Sun 17 Jan 2016 at 05:41

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

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 »

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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Top Newsstuffs (September 29 – October 5)

In Bookshelf on Sun 5 Oct 2014 at 06:19

Top reads from the week that was…

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Squawk Box (June 2-15)

In Trading Desk on Sat 14 Jun 2014 at 06:40

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

Top Newsstuffs (April 14-20)

In Bookshelf on Sun 20 Apr 2014 at 07:53

Patriots Day means Marathon Monday, still my favorite holiday…

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Top Newsstuffs (March 31-April 6)

In Bookshelf on Sun 6 Apr 2014 at 06:31

Love this time of year, at the intersection of March Madness, baseball, and hockey playoffs…

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Top Newsstuffs (March 17-23)

In Bookshelf on Sun 23 Mar 2014 at 05:42

Happy Birthday to us! Read the rest of this entry »