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April 26, 2011

Politics and Government
Campaign 2012: Hello Ron Paul, GOP Presidential Candidate

Rep. Ron Paul visits a polling station in Manchester, New Hampshire on January 8, 2008. (Jim Young/courtesy Reuters) The third time is the charm. That’s at least what Ron Paul hopes. An unsuccessful…

Republican presidential candidate Texas Rep. Ron Paul visits a polling station in Manchester, New Hampshire January 8, 2008. (Jim Young/courtesy Reuters)

May 1, 2005

China
Will China get hit by the cover jinx?

It is a bit hard to start shorting the renminbi (RMB/ the Chinese currency) just because China has now made its appearance on the cover of Newsweek. It is hard to short something that has yet to be …

October 4, 2005

Financial Markets
Forget China, let’s talk about oil

Not the oil price per se, but what oil producers are doing with all the coin that comes with high oil prices.  I have rattled on and on about how China's current account surplus is on track to reac…

November 21, 2006

Europe
The booms in Spanish and Irish real estate make the US real estate boom look timid

I have outsourced Thanksgiving blogging to Charles Gottlieb of the Center for European policy studies in Brussels.   (Charles.gottlieb at ceps.be)His topic: The Spanish and Irish housing booms (or bu…

spain_ireland_1

October 2, 2005

Europe
Germany 1, France 0? Plus some musings about the politics of globalization

I agreed with a lot of what Fareed Zakaria wrote about Germany - certainly I would agree that Germany has done a lot more reform than France over the past few years.Compare Germany with France. In Ge…