Over My Shoulder | Mauldin Economics

Over My Shoulder

Ian Bremmer on European refugees

September 28, 2015

A few paragraphs into this, Ian Bremmer offers some real insight on Europe. Not overly long but important. My short thought: There is no Europe, just a collection of nations without a working center that is going to be even less important as a political force in the future.

Download - 9-28_Bremmer.pdf

Danielle Di Martino: Illiquid Plumber

September 24, 2015

My friend Danielle Di Martino has started writing for the Liscio Report. She was Richard Fisher’s secret weapon at the Dallas Fed.  This piece is as good an explanation as you'll find of the mechanics of what happens when the Fed raises rates and why Fed reserves are likely to fall quickly. Also speculates on a later liftoff than most, for reasons she goes into and understands well. This is worth your time.

Download - 9-23_Liscio_Report.pdf

Skenderbeg: Put into Perspective, September 2015

September 10, 2015

I read Skenderbeg’s letter as a way to keep up with all things bearish plus a lot of random market-data odds and ends I don’t see elsewhere. Nice and neat and in one place. The first five pages are info on the hedge fund space (the business they are in), so if you aren’t interested then skip on down. Remove sharp objects from the vicinity and enjoy.

Download - 2015-09_Put_into_perspective.pdf