Disclaimer. After nearly 40 years managing money for some of the largest life offices and investment managers in the world, I think I have something to offer. These days I'm retired, and I can't by law give you advice. While I do make mistakes, I try hard to do my analysis thoroughly, and to make sure my data are correct (old habits die hard!) Also, don't ask me why I called it "Volewica". It's too late, now.

BTW, clicking on most charts will produce the original-sized, i.e., bigger version.

Thursday, June 14, 2012

How Germans Botched the Spanish Bank Bailout

A trenchant -- but insightful -- article on the mess that is Europe.

Meanwhile, in April, Euro industrial Production (IP) fell again by 0.8% month-on-month.  The chart below includes my estimates for May (another fall).

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