Posts filed under “Currency”

German Equities Up 40% Over Past Five Months

German stocks have increased 40% over the past five months. Combined with the euro depreciation and lower oil prices it all points to more upside risk to the economic outlook for Europe.


Source: Torsten Sløk, Deutsche Bank Research

Category: Currency, Energy, Markets

Is a Strong Dollar Good for the U.S. Economy?

Category: Currency, Economy, Video

The Euro-Dollar Riot!

The Euro-Dollar Riot! David R. Kotok, Cumberland Advisors, March 13,2105     We open this commentary by trying to simplify a very complex trade. Think of yourself as the corporate treasurer of a midsized American company. You have your basic business activities in the United States, and you have several divisions in Europe. Over the…Read More

Category: Currency, Think Tank

Star Trek Fans Are ‘Spocking’ Canadian $5 Bills

I know I mentioned this earlier this morning, but really, how awesome is this:   ‘Star Trek’ fans told to stop ‘Spocking’ Canadian $5 bill Source: Toronto Sun   The Toronto Sun is reporting that: “A drive was launched in the aftermath of Nimoy’s death on Friday to ink the features of his most famous character, Star…Read More

Category: Currency, Humor, Science, Television

Rap Battle: Yanis Varoufakis vs Dijsselbloem & Merkel

Hilarious (Click settings for English captions):

 
RAP BATTLE [English + GREEK SUBS] – Dijsselbloem vs Βαρουφάκης (Varoufakis)

 
Hat tip FT ALphaville

Category: Bailouts, Currency, Humor, Video

Global dollar credit: links to US monetary policy and leverage

Category: Currency, Think Tank

A. Gary Shilling’s INSIGHT 2015 Investment Themes

INSIGHT 2015 Investment Themes A. Gary Shilling January 28, 2015     Our 2015 investment themes are quite similar to our 2014 list that worked well for us. If it ain’t broke, don’t fix it. The Treasury “bond rally of a lifetime” still seems intact. The “risk on” investment climate for U.S. equities persists, but…Read More

Category: Currency, Investing

US Dollar Strength and US Stocks

US Dollar Strength and US Stocks David R. Kotok Cumberland, January 19, 2015     “What does U.S. dollar strength mean for U.S. stocks? When companies become large and global, with sales sourced from a broad swath of countries and currencies, they develop natural portfolio hedges (as opposed to synthetic hedges using derivatives). Theoretically, gains…Read More

Category: Currency, Think Tank

Switzerland – Chapter 2

Switzerland – Chapter 2 David R. Kotok January 16, 2015   In the wake of Switzerland’s removing the cap on the Swiss franc’s value against the euro, debt owed by non-Swiss agents has become an emerging issue. That debt, denominated in either Swiss francs or in euros, is secured by collateral outside of Switzerland. Is…Read More

Category: Currency, Think Tank

FR, ECB, BoJ: Central Banking’s Grand Experiment

Central bankers, most of them versed in the history of the Great Depression and deflation, haven’t been exactly reading from the same hymnal for the past few years. There are signs, though, that this might be changing. Perhaps it is merely a coincidence, but the U.S., with the most activist central bank and after more…Read More

Category: Currency, Federal Reserve