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.
Category Archives: Economic Observations
In evaluating gold, we consider the following: 1. The Fundamental Case – Should we own gold? If so, how should we size it? 2. The Technical Backdrop – How is gold currently trading? Where is the technical resistance and support? … Continue reading
“SO BASICALLY CHINA IS ONE GIANT EPCOT CENTER,” were the words uttered by Chris Pavese, himself unsure of whether they formed a question, a tongue-in-cheek comment, or an apt summary of what we had witnessed touring nearly a dozen Chinese … Continue reading
See below for our most recent Commentary, which discusses how complex systems, such as political, economic and financial structures, are inherently fragile, often leading to unpredictable (and abstract) outcomes.
This morning I had a call with one of our London based consultants who has a particular focus on Europe. Before joining his current firm, he spent several years at the UK Treasury, the last two of which he was tasked with … Continue reading
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
Below is an article from Greg Zuckerman of the Wall Street Journal today entitled “Investors Hazard Bold Bet on Yuan” (see article below or click on the link to take you to the WSJ) — great quote from our very own Cullen Thompson, as … Continue reading