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.
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60 Minutes did a great segment the other night on China’s Real Estate Bubble that echoed our views published last October following our trip to China (see One Giant Epcot Center). The episode features Gillem Tulloch, founder of Forensic Asia … Continue reading
One of our internal research pieces on Japan’s “Attempted” Reflation (apologies for not posting it earlier) has been making the rounds on Business Insider and Zerohedge. I wanted to re-post it here given Cullen was recently on Squawk Box Europe … Continue reading
While we are sympathetic to “Europe fatigue” (see Bloomberg Business week cover in the below pdf), we wanted to send out a quick note to discuss our perspective on Europe and how it relates to our investment decisions. We hope it provides … Continue reading
Although it does sound like the title of one of our internal research pieces, it’s actually the title of an article written this month in Absolute Return + Alpha. We were fortunate enough to get some coverage in the article alongeside … Continue reading
Thoughts and Insights Equity markets began an apparent consolidation phase in May as economic data, already soft, turned noticeably softer, causing Wall Street economists to revise down their growth forecasts just as the sovereign crisis in Europe reemerged. Uninspiring economic … Continue reading