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Turning Points: Capital Flees the Eurozone and Comes to the United States
Capital is fleeing the euro and yen and the US dollar is surging higher. The US Federal Reserve is ever so slowly positioning the United States for a rise in rates while the rest of the world is...
View ArticleFelix Zulauf: Eurozone on Track to Be the Shortest Currency Union in History
Felix Zulauf, president of Zulauf Asset Management AG, highlighted slowing growth in China and believes the eurozone is on track to be the shortest currency union in history.
View ArticleWhither the Euro? Seeking Resolutions for the Eurozone
Unsurprisingly, a major theme of the Fifth Annual CFA Institute European Investment Conference was the prospect for the euro. While speakers put forward different arguments, ultimately it seems the...
View ArticleWhither the Euro? Seeking Resolutions for the Eurozone
Unsurprisingly, a major theme of the Fifth Annual CFA Institute European Investment Conference was the prospect for the euro. While speakers put forward different arguments, ultimately it seems the...
View ArticleJames Montier Applies His Seven Immutable Laws of Investing to Europe
Noted behavioralist and value investor James Montier addressed the prospect of investing in European stocks through the framework of his Seven Immutable Laws of Investing — a set of common sense,...
View ArticleBook Review: Europe’s Unfinished Currency: The Political Economics of the Euro
Thomas Mayer argues persuasively that Europe’s Economic and Monetary Union (EMU) could work if the member states would embrace a new EMU architecture. Even though all past monetary unions of sovereign...
View ArticleAn Italian Bank Run Could Crack the Euro
Should a bank run in Italy ensue, could the euro fall apart?
View ArticlePost–COVID-19 Europe: Three Scenarios
Austerity, mutualization, monetization, or some combination thereof? What path will Europe take?
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