True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Showing posts with label fundamentals. Show all posts
Showing posts with label fundamentals. Show all posts
Monday, December 7, 2015

7/12/15: Another "Nothing to See Here" Chart for M&As

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I have written over the recent months about the over-heating present in the global (and especially N. American) M&A markets (see posts...
Tuesday, October 23, 2012

23/10/2012: Signs, Indicators and Noise

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From time to time in the past I used to look at CDS spreads for sovereigns. I have not done so in a while. In fact, I have not even update...
Sunday, January 1, 2012

1/1/2012: Groundhog Year 2012 - part 1

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In the tradition of looking back at the year passed, let's take a quick view of one of my favorite indicators for risk assets fundament...
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