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Long time not seen 9 Jun 2013 | 11:14 pm

It has been a while since my print here. The reason being, an experiment at work where we did start to blog more officially. My 1st blog post was on EMU fragmentation - here I argued that it is crazy...

Keynes: the unknowns 5 May 2013 | 11:17 am

You apparently need to have a very creative mind to come up with something like N. Ferguson did this week, saying that "in the long run, we are all dead" approach can be attributed to Keynes being gay...

We are not too big to fail 14 Apr 2013 | 10:36 pm

Not knowing history is a huge mistake. But I guess learning from it is never really possible: we NEED to make mistakes ourselves to be able to avoid them. Nobody's pain is as teaching as own. The book...

Modern Wars 7 Apr 2013 | 10:48 pm

The situation in North Korea has occupied quite a bit of the media space over the past few weeks. That's the place where the actual war is still a threat. But just look a bit down on the map - South K...

From hell to haven - Baltics 27 Mar 2013 | 05:44 pm

There is no safe haven like home! Lithuania. 1 week to reflect on things. There is just too much to fit into 1 head.  While the US keeps inflating using the full freedom of monetary policy and the sta...

Oops, I did it again (aka Cyrus is not Spain) 17 Mar 2013 | 09:44 pm

Spain was not Greece, Cyprus is not Spain, and the beat goes on. If Russia's thought the heavy snow was their biggest problem last week, then they had a chance to revise thinking with the unexpected l...

Japan - the final countdown 4 Mar 2013 | 01:06 am

Needless to say, the weakening of the Japanese yen has been the highlight of the previous months. We already begin to see somewhat better macro data, but nothing close to preventing the Japan showing ...

On Gut Feeling 11 Feb 2013 | 12:51 am

What a dynamic start of the year 2013! 1 week of a skiing holiday in Alpes a week ago, my first time on skis since many years ago at school. And that last day with lots of snow, when I went skiing on ...

Kick off 2013 13 Jan 2013 | 11:15 pm

Happy New Year. Seems the year has just started but half of the January is already gone. Time flies. It has been busy, busy holiday and busy after-holiday. This time of the year is when all ideas for...

About (anti)fragility 10 Dec 2012 | 01:20 am

How do we know that we are still overleveraged as a society - count Christmas dinners prior to Christmas. If > 0, WE ARE.  And, as any party, pre-Christmas party is not a free lunch: it's a borrowed g...

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