Blogs

A View from the Trenches, October 26th, 2010: "Et tu quoque, Canada!"

Please, click here to read this article in pdf format: october-26-2010 The week started on a generalized sell off of the USD, as it is evident that the United States don’t consider any way out, except through inflation. No privatizations, deregulation...

Posted to A View from the Trenches by Martin Sibileau on Tue, Oct 26 2010

Hooray!

My department website is finally up and running. All I need now is to update my personal homepage. It's getting a bit rusty as one Emily Schaeffe r can attest. Read More...

Posted to Austrian Addiction by Austrian Addiction on Wed, Oct 22 2008

The Shrinking Presidency

The Shrinking Presidency By Monty Pelerin , posted November 29th, 2009 http://www.economicnoise.com/2009/11/29/the-shrinking-presidency/ T hings are not going well when material like the following from Peggy Noonan appears: ” ”a critical mass...

Posted to Monty Pelerin's World by Monty Pelerin on Mon, Nov 30 2009

Filed under: failing, disillusionment, humor, president, disrespect

A View from the Trenches, April 29th, 2010: "The tip of the iceberg"

Please, click here to read this article in pdf format: april-29-2010 What a week! It’s amazing how a few days make a difference these days. We will force ourselves to summarize into a few main points our views: In our previous letter, we wrote:...

Posted to A View from the Trenches by Martin Sibileau on Thu, Apr 29 2010

BernankeSpeak

BernankeSpeak By Monty Pelerin , posted March 26th, 2010 http://www.economicnoise.com/2010/03/26/bernankespeak/ The charade gets more binding as Treasury rates increase. Bernanke believes this might be “because of a lack of confidence by creditors...

Posted to Monty Pelerin's World by Monty Pelerin on Fri, Mar 26 2010

Filed under: Fed, bernanke

A View from the Trenches, December 21, 2010: "End of 2010 comments"

This is our last letter of the year. Briefly, we want to go over the main themes that we leave with: To have structure, we will classify the themes according to their respective currency zones. Starting with the US, we must say we’re impressed by...

Posted to A View from the Trenches by Martin Sibileau on Mon, Dec 20 2010

A View from the Trenches, February 12th, 2010: "Leaving the Eurozone"

Please, click here to read this article in pdf format: february-12-2010 (This is the last day of the week and “A View from the Trenches” will not be published again until February 25th , as we will be traveling.) The statement released by...

Posted to A View from the Trenches by Martin Sibileau on Thu, Feb 11 2010

A View from the Trenches, October 7th, 2009: "The fall of the USD"

Please, click here to read this article in pdf format: www.sibileau.com Yesterday’s action was in line with our latest comments: The world is leaving the USD. Nothing else can be affirmed with higher certainty than this. Everything else is pure...

Posted to A View from the Trenches by Martin Sibileau on Tue, Oct 6 2009

IPRED är ingen anledning att inte fildela

I Metro kan man läsa att internettrafiken halverats sedan IPRED trädde i kraft. IPRED lagen är väldigt lätt att komma runt och det finns ingen anledning att sluta fildela. Här är några tips på tjänster...

Posted to Escaping Leviathan by hkarnoldson on Fri, Apr 3 2009

Filed under: SVENSKA, p2p

A View from the Trenches, November 6th, 2009: "Not out of the woods yet"

Please, click here to read this article in pdf format: www.sibileau.com The trade out of the USD (money) and into risky (and not so risky) assets continued yesterday. Again, as I have written so many times, this is nothing to be surprised. The trade has...

Posted to A View from the Trenches by Martin Sibileau on Thu, Nov 5 2009

Changing Perspectives, Part 1

There’s an island deep in the Pacific Ocean. A tiny place that captures the imagination with iconic stone statues that line the shore. I’m talking about Easter Island, of course, the most isolated yet still comfortably habitable sixty-four...

Posted to Not-a-Lemming by FutbolGuru on Mon, Feb 16 2009

the right to be unhappy

You know it's a popular dystopian novel, up there with 1984 and Fahrenheit 451 . You may have skimmed it in high school, but have you actually read and digested Huxley's Brave New World ? Huxley wrote it in response to H. G. Wells's absurdly...

Posted to the forgotten man. by Nathaniel on Mon, Nov 2 2009

Filed under: books

Bond Markets Becoming Nervous

Bond Markets Becoming Nervous By Monty Pelerin , posted April 1st, 2010 http://www.economicnoise.com/2010/04/01/bond-markets-becoming-nervous/ Bond markets are looking askance on the Federal Government and its continuing profligacy. The belief that the...

Posted to Monty Pelerin's World by Monty Pelerin on Thu, Apr 1 2010

Filed under: interest rates

A View from the Trenches, June 4th, 2010: "Remember J. Rueff"

Please, click here to read this article in pdf format: june-4-20101 This short week is ending on a strange note. We’ve witnessed an escalation in geopolitical conflicts, from the Mediterranean to the Korean Sea. We’ve learned that the oil...

Posted to A View from the Trenches by Martin Sibileau on Fri, Jun 4 2010

A View from the Trenches, September 28th, 2010: "The onus is on Canada"

Please, click here to read this article in pdf format: september-28-2010 We spent a lot of time going through FX intervention mechanisms in the last two letters, and did not have the time to write about what is obviously moving markets lately: The Fed’s...

Posted to A View from the Trenches by Martin Sibileau on Tue, Sep 28 2010