Part 1: Europe’s Debt Big Bang Goes Bust
Germany’s Big Bang Goes Bust And Ends Up Building “Bridges To Nowhere”
REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity
More debt without bank equity is a problem
Euro Defense Stocks | NATO’s TARP Relief Moment
Defense stocks on a tear. Like the TARP relief rally?
EU/ECB | Tusk | Poland | Russian Asset Seizures | Ukraine
Why borrow legally when you can steal?
US-China/EU Tariffs | Paul Tucker | Dani Rodrik
EU is next. Not all economists are international trade experts.
Rubrik (RBRK) | Martin Wolf on US Exceptionalism
Great innovation, poor communication tech CEOs. Economics of happiness.
Trade Update & Historical Performance
Recent and historical performance of SOM trades
Eurozone | BTP/OAT | Not Enough Bank Equity
BTP/OAT is not a smart trade. Too much public debt, not enough bank equity in Europe
Eurozone | Banks hit as peripheral spreads continue to leak wider
Keep pressing on the pressure point and Super Mario may return
Italy | BTP-Bund spread to widen further
Dark clouds gathering across the EU in the coming days/weeks