While all eyes remain on Greece, Japan’s fundementals continue to weaken, and in some instances look worse than Greece. There are of course numerous technical and economic differences between the two nations; however, I do not believe Japan’s current deficits and debt load will be sustainable without drastic changes. This is an update from my […]
Archive:
Credit Crisis
I apologize for the recent lack of posts as I got rather caught up with travel and other activities during the holiday season. To start off the year I decided we need to look back before we can look forward. Since the onset of the current crisis we have witnessed what seems like a never […]
One could argue we have moved from an age of exuberance to an age of despondency. Not long ago our major concern was sky rocketing commodity prices, and its effect on global inflation; enter the credit crisis. We are currently witnessing an unprecedented global sell-off with no regards to asset classes or quality, or as […]