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: July 2011
As Gold continues to go parabolic, we can’t help but keep replaying the following video from the Bernanke’s testimony in front of the House Financial Services committee last week. http://www.youtube.com/watch?feature=player_embedded&v=2Dj9v9s9buk
Given the attention to Italy, as well as some of the blowout in core-Europe CDS yesterday, I thought I would send a few comments on a country’s balance of payments. It describes why we’ve believed the periphery of Europe is … Continue reading
Cullen was recently asked to write a short column for Absolute Return’s online ”Unhedged Commentary” on China and their domestic disturbance. Click on the following link to check out the article…please ignore the picture, but not the message… Domestic disturbance: China’s … Continue reading