Tag Archives: exchange rates

Quarterly Outlook Summary

Our accounts have been performing very well this year largely due to two of our major holdings, Amazon and Oclaro. While these began as quite modest positions, they have grown sufficiently that they are both quite large in our standard … Continue reading

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America has conquered its debt crisis with incredible speed

By Ambrose Evans-Pritchard12:06AM BST 24 Apr 2014 Americans are purging their excesses one by one. Spending by the US Federal government has seen the steepest drop as share of national income since demobilisation after the Second World War. Claims that … Continue reading

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Revolutionary Japan is suddenly the centre of world affairs

By Ambrose Evans-PritchardJanuary 2, 2013 “So Japan may not slide into genteel oblivion after all. To the surprise of the Japanese people, their country is smack in the middle of two riveting dramas that threaten to upturn the global strategic … Continue reading

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Japan to take civilian control of monetary policy and to coordinate with fiscal policy.

We’re soon to get a pretty good real world test of the stimulative effectiveness of MMT’s deficit and monetary theories. by Tim DuyDecember 25, 2012 The potential exists for groundbreaking changes in Japanese economic policy – and I sense that … Continue reading

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Will the Euro Survive, or Will Spectacular Incompetence Kill It?

By Ambrose Evans-Pritchard June 3, 2012 Switzerland is threatening capital controls to repel bank flight from Euroland. The Swiss two-year note has fallen to -0.32pc, not that it seems to make any difference. Denmark’s central bank said it was battening … Continue reading

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Tinkerbell Economics and the Confidence Fairy

by Dan Alpert, Westwood CapitalFebruary 7, 2012 While we may be hours away from a partial (and certainly a stopgap) agreement in the talks among the Greek government, the troika and private sector creditors, it is doubtful that a deal will emerge … Continue reading

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