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About Investing In An Unbalanced World
“Investing In An Unbalanced World” is written and maintained by the investment team at Bienville Capital Management, LLC. We created this blog as a medium to share our views and insights on investing, policies, economic history, geopolitical events and other factors impacting the market.
Monthly Archives: March 2011
Shorting Congress (January 2011)
“That government is best that governs least,” declared Thomas Payne, noted pamphleteer and co-Founding Father of the United States. What has been a long-standing libertarian belief has more recently been converted into an investable (and successful) investment strategy. The Congressional … Continue reading
Deflation or Inflation (December 2010)
The ultimate outcome of the epic struggle between deflation and inflation is arguably one of the world’s most important questions. Asset prices, business profitability and sovereign creditworthiness will all be affected. If either occur to a significant degree, the social … Continue reading
Monthly Market Recap – November 2010
Quote of the Month “The banks of Europe are all in the problems there together, aren’t they? In what is a shockingly incestuous banking relationship, we are stunned to see just how large are the exposures that the various banks … Continue reading
Monthly Market Recap – October 2010
Quote of the Month “Problems can’t be solved by the same level of thinking that created them.” - Albert Einstein Update on Themes & Positioning On November 3rd, as suspected, the Federal Reserve announced the second iteration of quantitative easing … Continue reading
When Convention Fails (October 2010)
“The Committee is prepared to provide additional monetary accommodation through unconventional measures if it proves necessary,” so said Ben Bernanke, head honcho at the Federal Reserve, in a speech delivered to his counterparts around the globe at this year’s Federal … Continue reading
Monthly Market Recap – September 2010
Quote of the Month “I can calculate the motions of the heavenly bodies, but not the madness of people.” – Isaac Newton, 1720 Update on Themes & Positioning The volatility that we highlighted in our August recap continued in … Continue reading
Monthly Market Recap – August 2010
Quote of the Month “Letting markets clear may be the shortest distance between recession and recovery. By intervening to postpone needed adjustments, the Fed may be thwarting the return of growth it seeks.” – Grant’s Interest Rate Observer, July 9, … Continue reading
Monthly Market Recap – July 2010
Quote of the Month “The U.S. is closer to a Japanese-style outcome today that at any time in recent history…” – James Bullard, Federal Reserve Bank of St. Louis Update on Themes & Positioning Equity markets rallied strongly in July … Continue reading
Monthly Market Recap – June 2010
Quote of the Month “We have tried spending money. We are spending more than we have ever spent before and it does not work… We have never made good on our promises…. I say after 8 years of the Administration … Continue reading
Monthly Market Recap – May 2010
Quote of the Month “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” – Winston Churchill, November 1942 Update on Themes & Positioning On the … Continue reading