Blogs

A View from the Trenches: July 14th, 2009: 220 Years later...

( To subscribe to this daily market letter and receive it by email, in pdf format, please visit : www.sibileau.com/martin ) Today is the 220th anniversary of the storming of the Bastille prison, in France. On a 14th of July in 1789, an angry crowd liberated...

Posted to A View from the Trenches by Martin Sibileau on Mon, Jul 13 2009

A View from the Trenches, August 13th, 2009: A Visible Inconsistency

Please, click here to read this article in pdf format: www.sibileau.com/martin Normal 0 false false false Let me begin with the obvious: the 3-mo Libor - Overnight Index Swap spread. It made a new low. 3-mo Libor was 44.97bps, driving this spread to 26...

Posted to A View from the Trenches by Martin Sibileau on Wed, Aug 12 2009

A View from the Trenches, September 22nd, 2009: "Turning neutral on equities"

Please, click here to read this article in pdf format: www.sibileau.com The week started with the Japanese markets closed, and I have the sense there is a bit of anxiousness out there. There are multiple issues shaping the outlook on capital markets,...

Posted to A View from the Trenches by Martin Sibileau on Mon, Sep 21 2009

Redestributing the Wealth

Is it fair for George Soros to enjoy the riches of this country while others struggle with putting food on their table? Is it fair for George Clooney to spend long vacations in Italy while a young honor student dies during a Chicago high-school riot?...

Posted to Wisdom by gustava on Wed, Nov 18 2009

Filed under: communism, redistribution, wealth, lifestyle, collective

A View from the Trenches, October 21st, 2009: A brief update

Back from a brief vacation to the land of Niccolo and Marcvs Tullivs, here is an update on my last comments. On September 22nd, I had turned neutral on the S&P500 and, given the activity in early October, on the 6th, I said that should the S&P500...

Posted to A View from the Trenches by Martin Sibileau on Tue, Oct 20 2009

Callahan and Richman have asserted the efficacy of moral suasion in getting people and organizations to change climate behavior; here are two people's efforts to persuade, post-tornado

I discussed Callahan and Richman at some length previously . Since I hope they are right, I bring you some comments I recently ran across: 1. Peter H. Gleick , A Cost of Denying Climate Change: Accelerating Climate Disruptions, Death, and Destruction...

Posted to TT's Lost in Tokyo by TokyoTom on Fri, May 6 2011

A View from the Trenches, March 29th, 2011: "It's getting complicated"

Please, click here to read this article in pdf format: march-29-2011 Unfortunately, the theme we began elaborating on January 28th , has now become “the” theme, particularly since this weekend, with Japan’s nuclear disaster and the anarchy...

Posted to A View from the Trenches by Martin Sibileau on Mon, Mar 28 2011

Relax I'm a doctor

I'm pleased to announce that I successfully defended my dissertation as of 3pm April 22. Thanks to everyone involved and all my friends and family for their help and support. Read More...

Posted to Austrian Addiction by Austrian Addiction on Wed, Apr 23 2008

A View from the Trenches, November 29th, 2010:" Europe is proving it...What about the US?"

Please, click here to read this article in pdf format: november-29-2010 We start the week with three main themes, plus the absence of one. Indeed, yesterday the EU/IMF disclosed the “85 Milliarden Euro Rettungspaket für Irland”. So far...

Posted to A View from the Trenches by Martin Sibileau on Mon, Nov 29 2010

A View from the Trenches, December 17th, 2010: "Sovereign repudiation or portfolio reallocation?"

Please, click here to read this article in pdf format: december-17-2010 This week we have been a bit confused with the market action. Although we believe that the recent increase in yields is due to higher output expectations, which drive a reallocation...

Posted to A View from the Trenches by Martin Sibileau on Fri, Dec 17 2010

A View from the Trenches, July 30th, 2009: "A quick summary of main thoughts"

(To subscribe to this daily market letter and receive it by email, in pdf format, please visit : www.sibileau.com/martin ) This is the last letter of the week (“A View from the Trenches” is not published on Fridays) and in Canada, next Monday...

Posted to A View from the Trenches by Martin Sibileau on Wed, Jul 29 2009

A New Low In Mediocrity

Leave it to the Norwegians. Barak Obama has won the Nobel Peace Prize for doing... well, nothing. He did manage to get elected but he's only been in office for eight months. And he wins the Nobel Peace Prize? That can mean only one thing. The Nobel...

Posted to Not-a-Lemming by FutbolGuru on Fri, Oct 9 2009

Filed under: Obama, Nobel Peace Prize

A View from the Trenches: A thought on gold

Please, click here to read this article in pdf format: www.sibileau.com Gold has finally passed the $1,000/oz mark. I was a bit nervous on Tuesday morning, but by noon, I had the feeling that the day would end according to our main trend forecast. Let’s...

Posted to A View from the Trenches by Martin Sibileau on Tue, Sep 8 2009

Menger on Foreseeing Requirements

This post is part of a series exploring Principles of Economics by Carl Menger. The following explores content from chapter 2 . Previously in this series: Menger on Effective and Latent Requirements According to Menger, the first prerequisite of effective...

Posted to Lilburne @ Mises by Daniel James Sanchez on Fri, Jun 19 2009

Filed under: Hesiod, Carl Menger, Economics

Matt Yglesias, like many Austrians, misses the role of government in "Agency Problems and Corporate Misconduct"

Another BP post ! As I noted yesterday , liberal blogger Matt Yglesias has a useful blog post up - " Agency Problems and Corporate Misconduct " - in response to Scott Sumner ; unfortunately his comment thread has fallen into blind, clear-sighted...

Posted to TT's Lost in Tokyo by TokyoTom on Wed, Jun 9 2010