Tag Archives: oil

Steady on

TIP Macro update “Mr Bernanke last week announced “no foreseeable need” for QE3. This implies he is beginning to see US economic expansion as sustainable. I suspect investors will be concerned equity valuations are a bit stretched… and hedge funds … Continue reading

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Libya: Black Swan or the usual madness?

TIP Macro update “In the OECD economies, the price of key commodities is leading some to question the sustainability of the central bank-induced expansion.” by Michael Burpee, portfolio manager Forty years is a long time to be in power – good … Continue reading

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