Macro economics and financial markets impacts
Will the Euro-zone break-up ? – Three parts article
Greece is unlikely to leave the euro-zone
A framework to assess European policy decisions
Japan, or why debt/GDP ratio are irrelevant
“Minsky Phases” Tactical asset allocation model
Dashboard of world’s main markets & sector (updated daily)
Significant ratio helping to judge general risk appetite (updated weekly)
DJIA Components valuation
1. Nokia (NOK), 1st June 2001
This Time is Different (Reinhar / Rogof) - Outstanding charts & data. Text itself on the boring side.
The Intelligent investor Ben Graham - Classic. Tough reading, but worthwile.
The Ascent of Money (Niall Ferguson) - Excellent explanation of the birth of the modern financial system.
Create a free website or blog at WordPress.com.