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Confessions of a Macro Contrarian

~ From the Irreverent Research Files of Jack H. Barnes

Confessions of a Macro Contrarian

Category Archives: Cabel

Ireland’s Titanic Bailout at Risk, Iceland looms ahead

January 22, 2011

The announcement by Brian Cowen that he was resigning as the leader of the Fianna Fail party, but is going …

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Slovakia hates being in a Greek Tragedy

January 15, 2011

The European Union has become its own worst enemy. By design, there is no real leadership at the top of …

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European rescue fund needs rescuing

January 13, 2011

The leaders of Europe appear to be ready to announce a increase of the European stability and rescue fund in …

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Belgium: The Dark Horse of Europe

January 12, 2011

The EU is under attack from a small army of well-dressed professionals that are within the EU itself.  They are …

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China: Worlds Fastest Printing Press

January 11, 2011

A couple of articles discussing the speed at which the Chinese government is hitting the printing presses crossed my desk …

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Recapitalizing Europe

January 8, 2011

The implications of the crash of 2008 have made one thing very clear.  China has emerged as the engine of …

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Shorting European Bureaucrat’s

January 6, 2011

There is only one short I want to put on in this market.  It is to short the EU Bureaucrats …

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“The Australian” has published my rebuttal to the EU Climate Minister Connie Hedegaard

December 29, 2010

The Australian Newspaper has published my rebuttal to the EU Climate Minister Connie Hedegaard on their Opinion page. I wonder …

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Quote of the Day 12/28/10

December 28, 2010

The next Congress is going to be interesting. “We’re talking about huge sums of money going to bail out large …

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Growth Idea: Molycorp & Rare Earth supplies.

December 28, 2010

The rare earth minerals have risen to the surface again, as China announced its first batch of export quota’s for …

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