U.S. Treasury Bond Yields: Are International Investors Crossing Into 'New Territory'? [View article]
It doesn't mean that Europe is OK. It just means that "the international investment community continues to gain confidence that things are 'OK' in Europe."
China The Impressive: A Personal View [View article]
This is the co-operative solution to a Prisoner's Dilemma game. It can work if one country does not, at some time, try to take advantage of the relationship.
Has The U.S. Treasury Bond Market Shifted? [View article]
I meant to put something in about timing and ran out of space. A lot hinges on the European situation. If it continues to be benign, then the re-adjustment may come within the next six to nine months. If Europe falls out-of-favor again...then all bets are off for the near term.
China The Impressive: A Personal View [View article]
Thanks for the comment.
China believes in stability. I don't believe that they will turn the yuan free. Hence it will change modestly over time with government adjustments from time-to-time. That said, the US $ will continue to decline against most major currencies.
What was so bad about that...a government controlled, over regulated effort to force housing on the American public. The thrift industry was a government invention, kept alive by government intervention until it collapsed because even the government could not keep it alive anymore. How many more government inventions are living on life support?
Where Is The Commercial In Commercial Banks: JPMorgan Chase And Wells Fargo First Quarter Reports [View article]
Martin: Yes, I have run three banks...but I am now working in the alternative finance space. In my mind, we have moved beyond traditional commercial banking...and that is why I argue that most of the commercial banking system is legacy.
Wait until you see what my next gig is!
There is not too much going on in the small to medium sized commercial banks. The largest 25 to 40 commercial banks are struggling with what they want to be when they grow up.
But, there is plenty of action elsewhere...
Keep tuned!
Thanks for realizing that the word data is plural..."The data tell us..." Good show!
U.S. Treasury Bond Yields: Are International Investors Crossing Into 'New Territory'? [View article]
To me, there is a difference.
Jamie Dimon And The Banking System [View article]
China The Impressive: A Personal View [View article]
China The Impressive: A Personal View [View article]
Thanks for your comments and insight. Interesting perspective you bring to the subject.
John
Has The U.S. Treasury Bond Market Shifted? [View article]
Hope this helps.
Has The U.S. Treasury Bond Market Shifted? [View article]
China The Impressive: A Personal View [View article]
Thanks for your remarks.
China The Impressive: A Personal View [View article]
China The Impressive: A Personal View [View article]
China The Impressive: A Personal View [View article]
What you say, I believe, is very important.
China The Impressive: A Personal View [View article]
China The Impressive: A Personal View [View article]
China believes in stability. I don't believe that they will turn the yuan free. Hence it will change modestly over time with government adjustments from time-to-time. That said, the US $ will continue to decline against most major currencies.
China The Impressive: A Personal View [View article]
Thank you for your response.
John
Invest In U.S. Treasuries [View article]
Where Is The Commercial In Commercial Banks: JPMorgan Chase And Wells Fargo First Quarter Reports [View article]
Yes, I have run three banks...but I am now working in the alternative finance space. In my mind, we have moved beyond traditional commercial banking...and that is why I argue that most of the commercial banking system is legacy.
Wait until you see what my next gig is!
There is not too much going on in the small to medium sized commercial banks. The largest 25 to 40 commercial banks are struggling with what they want to be when they grow up.
But, there is plenty of action elsewhere...
Keep tuned!
Thanks for realizing that the word data is plural..."The data tell us..." Good show!
John