Source: "Accounting for global liquidity: reload the matrix" by Hyun Song Shin (4/19/2017) In this post, I provide some notes on Hyun's speech and conclude with some lessons for my investing. The speech was given April 19, 2017 in Washington DC at the IMF-IBRN Joint Conference "Transmission of Macroprudential and monetary policies across borders". Hyun starts his speech … Continue reading Global Macro Notes: “Accounting for global liquidity” BIS Speech
Thoughts on the EU & Euro
TUMBLR REPOST. While the regular doom and gloom vultures are circling the EU, Greece, Spain and the Globe right now, sometimes you have to flip an argument over and look at it from another angle. I'm sure it's been said before, but last week Jahncke's (President of Townsend Group Intrn'l) suggestion for Germany to exit from the Euro … Continue reading Thoughts on the EU & Euro
LongHedge 