Blogs

A View from the Trenches, July 22nd, 2010: "Two themes"

Please, click here to read this article in pdf format: july-22-2010 The action in the past 48 hours has been horrible, to say the least. We went from a strong close in stocks on Tuesday to a loss yesterday, amid Bernanke’s speech, before the US...

Posted to A View from the Trenches by Martin Sibileau on Thu, Jul 22 2010

Menger on Available Quantities

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 Foreseeing Requirements Successful human action depends on especially two kinds of knowledge...

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

Filed under: Carl Menger, Economics

A View from the Trenches, September 10th, 2009: The trend continues

Please, click here to read this article in pdf format: www.sibileau.com The week is passing by and yesterday I did not see any noteworthy changes to the ongoing trend of more liquidity (3-mo Libor - OIS spread now below 13bps), central bank intervention...

Posted to A View from the Trenches by Martin Sibileau on Wed, Sep 9 2009

At what price?

When we speak of profitability we are talking about a cost benefit analysis. Am I better off sitting on the couch or going to get a slice of pizza from the fridge? That will no doubt depend upon the degree to which I'm either hungry or tired. If I'm...

Posted to Money Memes by jimmy on Wed, Nov 26 2008

A View from the Trenches, January 17th, 2011: "Three key assumptions for 2011"

Please, click here to read this article in pdf format: january-17-2011 After almost a month, the most part of which we spent traveling in Argentina, we resume our publication with the first letter of 2011. A few weeks into the year and we don’t...

Posted to A View from the Trenches by Martin Sibileau on Mon, Jan 17 2011

Bringing Weber Back into Economics: Introduction

Normal 0 false false false EN-US X-NONE X-NONE In their attempt at aping the physical sciences, the neoclassical economists have reduced man to an automaton. His actions are entirely dependent on variables in a set of simultaneous equations. Actually...

Posted to Kaleidic Society by ziragt on Thu, Jun 4 2009

Clown Government

Clown Government By Monty Pelerin , posted December 30th, 2009 http://www.economicnoise.com/2009/12/30/clown-government/ The incredibly inept performance of this Administration with respect to almost anything is astounding. Most astounding of all is its...

Posted to Monty Pelerin's World by Monty Pelerin on Wed, Dec 30 2009

Filed under: obama, national defense

A View from the Trenches, July 25th, 2011: "On gold and a few dogmas"

Please, click here to read this article in pdf format: july-25-2011 Two weeks ago, we wrote that we had bought gold during its sell-off on June 30th /July 1st . We did so reluctantly. and sold it at the close of Friday 15th, consciously against that basic...

Posted to A View from the Trenches by Martin Sibileau on Mon, Jul 25 2011

El Derecho a No Obedecer - XIV - Críticas que se hacen a la división del trabajo

Presentamos este documento, escrito en el año 1919, por el Maestro Fernando González, conocido como el Filósofo de Otraparte, o también como el Filósofo de Envigado (Colombia). Veremos la coincidencia de sus ideas con...

Posted to Rodrigo Diaz by Rodrigo Diaz on Tue, Jul 7 2009

A View from the Trenches, August 12th, 2010: "The rules of the game have changed"

Please, click here to read this article in pdf format: august-12-2010 In our last comments, (ref: www.sibileau.com/martin/2010/08/10 ), we suggested that the relationship between the cost of liquidity in the Euro and USD currency zones and the Euro was...

Posted to A View from the Trenches by Martin Sibileau on Thu, Aug 12 2010

A View from the Trenches, May 17th, 2010: " A few comments on the optimistic view"

(These comments were published earlier, on my website: www.sibileau.com ) Please, click here to read this article in pdf format: may-17-2010 The main paradigm that has been affecting markets in the last weeks has not changed one bit. Therefore, today...

Posted to A View from the Trenches by Martin Sibileau on Thu, May 20 2010

A View from the Trenches, April 26th, 2010: "Markets easily accept reality"

Please, click here to read this article in pdf format: april-26-2010 We left our desk on Friday with a smile. Post-Goldman and with the seriousness of the Greece drama, we stuck to our view that nothing fundamentally had changed and that the rally in...

Posted to A View from the Trenches by Martin Sibileau on Mon, Apr 26 2010

It's been a while...

It has been a while since my last post and I apologize. In the past month or so I have been very busy traveling and such. First, I went to Houston, for a Liberty Fund conference on Francois Furet . Anyone interested in the odd self-deprecating nature...

Posted to Austrian Addiction by Austrian Addiction on Mon, Jan 21 2008

Filed under: interviews, AEA meetings

A View from the Trenches, February 4th, 2010: "Liquidity preference on the rise"

Please, click here to read this article in pdf format: february-4-2010 In the previous letter, I framed my review of 2010 in three stages. The bottom line is that I am bearish, and expect the bearishness to progress. The progress will be marked by the...

Posted to A View from the Trenches by Martin Sibileau on Wed, Feb 3 2010

The Austrian School’s Influence

Anyone who thinks the Austrians are not influential really needs to do his homework on the subject. Penrose, Lawson, and Lewin have all been influential in their fields and were heavily influenced by Austrian ideas. Tullock and Buchanan have both said...

Posted to Kaleidic Society by ziragt on Thu, Jul 16 2009