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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: Europe

The Next European Phoenix Stirs

December 10, 2011

The European disintegration dance took on a new look, as Merry ole England used its veto this week to making …

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An End Game in Europe is Arriving

October 23, 2011

However, it will be born in the US and caused by risk managers in NYC or Chicago or even Charlotte, …

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The Euro Grease in Greece

August 27, 2011

The strategy of using the Irish Central Bank to provide emergency equity injections via electronic printing for its under capitalized …

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The Great German Retreat Commences

August 6, 2011

In the last hundred years, Germany has found itself marching back and forth over Europe a few times. Either military …

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Belgium also Rises

August 3, 2011

The political stalemate in Belgium has crossed the 400 day window, with no real fresh movement. It appears that no …

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The Italian Conundrum

August 2, 2011

The signing of the US debt ceiling by the POTUS, moved the spotlight from the US to the reality of …

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Stressing the Stress Test

July 15, 2011

The Euro Stress Tests have been announced and there is again very little shocking new news. 8 of the 90 …

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Suez: Choke hold on world shipping

February 9, 2011

The Suez Canal is one of the most important maritime passages in the global shipping world.  It provides a short …

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Oil has joined the Past… NG is the Future!

February 5, 2011

The natural gas cartel, a dream of Russia’s just a few years ago, is dead. It died when a natural …

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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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