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Author: Vivian Lewis

Heavy News Day

 Bloomberg writes that Pimco, the fund manager, is creating a “tail risk” fund to protect Wall Street against a 15% drop in some market index we are not being told the name of. Tail risk is a term invented by...

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Agreeing with Krugman or Daiwa

Pundit Jeremy Grantham (of Grantham, Mayo, Van Otterloo) writes bearishly: I, for one, am more or less willing to throw in the towel on behalf of Inflation. For the near future, his adversary in the blue trunks, Deflation, has...

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Send error

Some paid subscribers today were sent the pre-subscriber version of Global Investing newsletter today, without the stock advice. This is the result of a problem with the Drupal software on our www.global-investing.com website....

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Keep On Truckin

  The word from Adam Carr of ICAP, the Australian brokerage, came today: There is no doubt that market psychology is just fascinating at the moment. Look at the week just gone. We learned that US industrial production...

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Half Year Depositary Receipts Reports

Citigroup and Bank of NY-Mellon released a semi-annual reports on the Depositary Receipts market in which these big players highlighted: • The number of available DR programs globallly rose to 3,214 from 3,096 a year...

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Faire le Pont

Summer is icumin in and stock markets are suffering from low volumes and indecisiveness. It’s not the bulls or the bears these days; it’s the sloths. France, which celebrated its national holiday yesterday, is still...

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Allocation and Taxation

 Vivian’s planned Portuguese paperwork procedures took less time than anticipated so you are getting a blog after all on Weds.First a message from the anti-Vivian, Leila Heckman. Vivian does bottom up and Heckman...

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Double Dip or Not?

  Reader PL asked if there will be a double dip. I do not know. But here is what Stephen Taub of BondsonLine learned from brokerages: -Barclays is skeptical that we are in for another economic decline. So, it recently...

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The Dutch Octopus

Wednesday is Bastille Day in France and there will be no newsletter that day, because I have personal business to attend to. Today our pro-Dutch reporter is preparing an octopus stew by chopping up lots of garlic while her...

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