When I send out a commentary I generally receive quite a lot of “feedback”. Often I get hundreds of responses, and I wish I could say I read everything - but that would be disingenuous. I do however try to open most of the emails and have at least a quick glance. And...
If we step back for a moment and take stock of the entire Greek situation it is pretty amazing. The Greek parliament is actually about to agree to sweeping tax reforms, pension reforms, labor market reforms and privatizations. And the leader of this great charge for...
Imagine a world where the strongest country in Europe sets out plan to destroy the weakest. And while the powerless nation fights valiantly, it eventually falls prey to its dominant invaders. As these events unfold, most of the other countries of Europe publically...
With a NO vote firmly in place, there are many more questions than answers. Will there be a forced restructuring of Greek banks? Will Greek depositors be bailed in as was suggested in the weekend press? Will the IMF recommendation of 50b in debt restructuring force...
When writing commentaries for our clients I have one driving principle - never waste anyone's time. We are all inundated with too much information, and time is our most precious asset. As such, I will sometimes write two or three notes in a week, and other times I...
The bell is tolling for Alexis. European leaders from all sides have abandoned him as he burns through every last bridge that was once in place. His only meeting of importance during this crucial week of negotiation is with Putin - which clearly does not inspire any...
The bell is tolling for Alexis. European leaders from all sides have abandoned him as he burns through every last bridge that was once in place. His only meeting of importance during this crucial week of negotiation is with Putin - which clearly does not inspire any confidence for a near term resolution. It is […]
