Archive for November, 2011

“If you haven’t thrown up yet, you’re getting ready to,” was how Erskine Bowles, former co-chair of the national fiscal responsibility commission addressed a group of CEOs in Washington DC this past week and he wasn’t talking about the upcoming Thanksgiving holiday.  The logic or lack of it in the Loop these days can… »

Much has been written in this space in the recent past regarding the extraordinary level of correlation across all assets and asset classes.  Also remarked on has been the level of volatility and the comparison of the “risk on” / “risk off” nature of the markets made to a youngster playing with a light switch.
Andrew… »