Tag Archives: Europe

Get Set for Grexit

Posted on April 6, 2015 by tomdoerflinger

Investors should prepare for Greece to leave the Eurozone—not a disaster but likely to cause significant volatility, especially for U.S. and European financial stocks. George Soros, who has made billions betting on currency market ructions, believes there is a 50% … Continue reading →

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European Sojourn

Posted on March 25, 2015 by tomdoerflinger

First stop: Bruges, Belgium, which at the end of the 14th century was the commercial capital of northern Europe. Then its population was about 40,000, including hundreds of merchants from all over Europe—Italy, Germany, England, and of course Flanders. Spices … Continue reading →

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Letter from London

Posted on March 20, 2013 by tomdoerflinger

It’s a little weird.  Central London is booming.  Fancy restaurants are packed on Tuesday night.  Puny Chelsea townhouses sell for $8 million.  Tourists throng Picadilly and Regent Streets.  Chippendale mahogany and Tudor oak sell briskly at the BADA antiques fair. … Continue reading →

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The Wisdom of Felix

Posted on January 26, 2013 by tomdoerflinger

The first installment of this year’s Barron’s Roundtable was weirdly muddled, with a lengthy back-and-forth about 2013 S&P 500 EPS that never ever mentioned a specific EPS estimate.  When asked directly, “What is your S&P 500 earnings estimate for 2013?” … Continue reading →

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Seven New Reasons not to Create Jobs in France

Posted on July 9, 2012 by tomdoerflinger

If you wonder what tax changes Barack Obama would have made in 2009 if the U.S. had a parliamentary form of government, take a look at what Francois Holland is doing in France.  According to the Financial Times: E2.3 billion … Continue reading →

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