Blogs

A View from the Trenches, Dec 2, 2009: "Barbarians cross the Rhine"

Please, click here to read this article in pdf format: www.sibileau.com Yesterday, the barbarians crossed the Rhine, compromising the status quo. With investors’ realization that the news out of Dubai has done absolutely nothing to the general liquidity...

Posted to A View from the Trenches by Martin Sibileau on Tue, Dec 1 2009

A View from the Trenches, December 24th, 2009: "Final thoughts of 2009: Haberler was right; Krugman and D. Rosenberg were wrong"

Please, click here to read this article in pdf format: december-24-2009 Below is the first chart that I included on my first letter, back on April 14th (refer: www.sibileau.com/martin/2009/04/14 , “ Remembering Harberler: The price level may be...

Posted to A View from the Trenches by Martin Sibileau on Wed, Dec 23 2009

April fools comes late this year / הראשון באפריל מאחר השנה

Well, I was skimming today through one of Israel's leading financial newspapers' website (you can think of it as Israel's WSJ). There, in an editorial wrote by Mr. Amir Eyal, chairman Infiniti Group , one of Israel's leading Investment...

Posted to Making Economic Sense by giladr on Sun, Jun 7 2009

A View from the Trenches, Dec 3rd , 2009: "Don't forget Thesis No. 3"

Please, click here to read this article in pdf format: www.sibileau.com I know I could start discussing the macroeconomic data releases from yesterday, or the news out of Venezuela, where it seems banks may be nationalized, or the follow up on Dubai,...

Posted to A View from the Trenches by Martin Sibileau on Wed, Dec 2 2009

Feedbacks mean that the warming resulting from a doubling of CO2 may be much higher than 3 C, say more paleo-climate studies

I have discussed climate "sensitivity" a number of times earlier; here is a good place to start for those interested: http://mises.org/Community/blogs/tokyotom/archive/2008/10/14/what-do-we-know-about-climate-models-and-climate-quot-sensitivity...

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

A View from the Trenches, October 28th, 2009: "On central bank rethoric"

Please, click here to read this article in pdf format: www.sibileau.com “A View from the Trenches” is back, after some health complications... A lot has happened since I last wrote last week, and at the same time, there is really nothing too...

Posted to A View from the Trenches by Martin Sibileau on Tue, Oct 27 2009

Blago and the senate seat.

Blago is going to face an impeachment trial for essentially a conspiracy to sell an appointment to a US senate seat. As disgusting as it is, I think the people of Illinois, which I am one, and those of the nation will be worse off with the seat NOT being...

Posted to Bracket Bending by Brent the bracket bender on Fri, Jan 9 2009

A View from the Trenches, October 8th, 2010: "Could central banks sell gold?"

Please, click here to read this article in pdf format: october-8-2010 Today, we want to briefly discuss a few points: 1. Since the past week, we see a much clearer landscape supporting gold than stocks, because the rise in gold is based on the discoordination...

Posted to A View from the Trenches by Martin Sibileau on Fri, Oct 8 2010

ברוכים הבאים

הרעיון לכתוב בלוג עלה מזמן אבל מחוסר זמן (והעובדה שזו הפעם הראשונה שאני כותב במסגרת כזאת) דחיתי את התחלת הכתיבה. למה בלוג? כי אין דיון ראוי בעברית על נושאים כלכליים בישראל ובעולם. ישראל נגועה בקיינסיאניזם חמור ביותר ובמורשת סוציאליסטית משנותיה הראשונות...

Posted to Making Economic Sense by giladr on Sun, Jun 7 2009

A View from the Trenches, November 11th , 2010: "Confusion reigns"

Please, click here to read this article in pdf format: november-11-2010 Since our last letter, commodities (excluding oil) have sold off. The developments out of Ireland have impacted the Euro, as we discussed earlier and, in addition on Tuesday, the...

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

Save Yourself and Your Family -- Read This

Save Yourself and Your Family -- Read This By Monty Pelerin, posted May 2nd, 2010 http://www.economicnoise.com/2010/05/02/save-yourself-and-your-family-read-this/ Sovereign defaults are coming. They are mathematically impossible to avoid as was discussed...

Posted to Monty Pelerin's World by Monty Pelerin on Sun, May 2 2010

El Derecho a No Obedecer - XIII - Del aumento de la producción por 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

APB påstår att de kan knäcka OneSwarm

Det har tillslut kommit ett användarvänligt p2p darknet som heter OneSwarm Henrik Pontén tror han kan knäcka den nya tekniken Antipiratbyrån: Vi kan knäcka ”Oneswarm” (Aftonbladet) För er som inte förstår...

Posted to Escaping Leviathan by hkarnoldson on Sat, Mar 21 2009

Filed under: SVENSKA, p2p

A View from the Trenches, October 21st, 2010: "China's message"

Please, click here to read this article in pdf format: october-21-2010 If you’ve been following the markets since our last piece, you know by now that the People’s Bank of China has increased its 1-yr lending rate by 25bps, to 2.5%. The reaction...

Posted to A View from the Trenches by Martin Sibileau on Thu, Oct 21 2010

A View from the Trenches, September 15th, 2009: "It's liquidity again!"

Please, click here to read this article in pdf format: www.sibileau.com The week started on a positive tone, with plenty of optimistic outlooks, new trading recommendations, updated views on every market as well as the political front. Before we can add...

Posted to A View from the Trenches by Martin Sibileau on Mon, Sep 14 2009