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War & Markets: Less Growth, Less Certainty, More Geopolitical Risk

MishTalk

Steen Jakobsen, chief economist and CIO at Saxo Bank, has a interesting article today on War & Markets I present below as a guest post. The simplest way to “measure” geopolitical risk is to look at the price of energy. Energy is everything for a macro economist as it’s a tax on the economy when high, and a discount when low.

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Stocks More Overvalued Now Than 2000 and 2007 No Matter How You Look at Things

MishTalk

CAPE is a valuation measure applied to stock market indexes. CAPE is not without its detractors and debates have raged over its usefulness recently, just as they do at every major market peak when investors find all sorts of silly reasons to presume "It's different this time". in October 2007 and even lower in March 2000.

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Mish's Global Economic Trend Analysis: China Acts to Calm Markets.

MishTalk

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. China Acts to Calm Markets; Stock Market Rebounds From 6% Plunge After Central Bank Pledges More Liquidity; Wet Nurse Action. With rates spiking, global stock markets plunged.

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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. Sitka Pacific. Recent Posts. Featured Links. Automatic Earth. Bay Area Real Estate Trends.

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Mish's Global Economic Trend Analysis: Spain Levies Consumption.

MishTalk

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. The tax is just enough to make sure that homeowners cannot gather and store solar energy cheaper than state-sponsored providers. Sitka Pacific. Recent Posts. Featured Links. Automatic Earth.

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Top 10 Consulting Firms in the Middle East

Management Consulted

However, due to its rich history in the region, the firm knows the market deeper, better, and has the best government and private sector relationships. They opened their first office in the region in 2007 after beginning to consistently work here in 2005. in revenue (wow!). McKinsey & Company. McKinsey at #4? What are we thinking!?

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Mish's Global Economic Trend Analysis: About that "Beat the Street.

MishTalk

Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Excluding food and energy prices, the price index for gross domestic purchases increased 0.8 December 2007 (69). November 2007 (91). October 2007 (56). September 2007 (49).

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