Author: RA

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Daily News Roundup 2012: Wednesday 1 February

So, the news that I’m reading: The Eurozone Debt Crisis Greece one step away from Debt Deal (Associated Press via CNBC) link: http://www.cnbc.com/id/46205601 Europe’s Central Bank can’t fix “dysfunctional” EU (CNBC) link: http://www.cnbc.com/id/46205597 What happens if Greece defaults? (CNBC) Link: http://www.cnbc.com/id/43425042?slide=1 Slide 11 is frankly unnecessary. Portugal Pressures ECB to Halt Contagion (Bloomberg) Link: http://www.bloomberg.com/news/2012-01-31/portugal-as-greece-pressures-ecb-to-halt-contagion-prompting-nascent-bulls.html The key points: Everything […]

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Daily News Roundup 2012: Tuesday 31 January

It’s important to start something new on the last day of the month. So I’ve been up for a bit, abused my iPad slightly, and I’ve decided on a hierarchy of news applications: Bloomberg – obviously. However, Bloomberg is quite technical, and assumes a fair amount of pre-knowledge for anyone interested in doing this on […]

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Contagion. And Why Greece is Contagious

Austerity and debt monetisation

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What is: The Daily News Roundup

I decided that I should probably make an effort to post a little something everyday. While it’s awesome to write longer pieces with something specific in mind, a little regularity never hurt anyone. And as I thought about it while I was running this morning, I realised that the business news is an area that […]

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Why the Greeks are in Crisis

The world is filled with concern. Every time I turn on Sky News, a Greek Debt negotiation is stalling. And frankly, no one should be that surprised. Having grown up in a Greek community, I can empirically say that the Hellenes are a fan of two things: Their right to voice their opinion; Their right […]

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Inflation: Yes, It’s a Tax

It's a tax on cash.

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Why Buy Gold?! Buy Oil.

Whenever investors get jittery, they search for a store of value. And generally, that means that they all flock to buy gold. In the flocking, the gold price rockets; and all the gold-mining companies float around with excess cash, investing in more projects and more mines. As a South African, I rejoice. But in general, […]

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Credit-Default Swaps: the real issue with the Greek Debt Crisis

Recently, the Universe smiled at me. I walked into a small second-hand bookstore, and found a signed, annotated, mint condition, first edition copy of Nelson Mandela’s autobiography “Long Walk to Freedom”. I rushed off to change the limit on my bank-card, and half an hour later, it was mine. And really, I cannot deny that […]

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What is: rollingalpha.com

Not so long ago, I facilitated a week-long graduate recruitment programme for my employer (Ernst & Young Inc.). Mostly, this was because I got to eat free lunches, avoid the boring work, and finish early on Friday. The programme is ostensibly intended to promote the firm, but these programmes are also a form of social […]

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