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Estonia: Blunders and Wonders
This report discusses finances and economy of Estonia, a tiny country on the Baltic Sea, a young and dynamic economy, example case used in the debates over austerity vs. accommodative monetary poli...
Europe’s Debt Hole (Numerical Assessment)
This analysis based on the 2012 data suggests that the current debt hole of the eurozone’s non-financial sector amounts to at least €5.16 trillion. Furthermore, there is a one plus trillion hol...
Granite Hills Investments - Weekly Market Overview 082 May 2012
This document gives an analysis of markets over the past week concentrating on the elections in France and Greece as well economic data turning worse. It also provides an overview of each of the ma...
Weekly Market Overview – 17th April 2012
Markets appear to be getting ahead of themselves once again. Today the IMF came out with the announcement that the “Outlook is slowly improving but remains fragile”. While the outlook may well ...
Is Spain Going to Be Greece the Third?
A blog-style analysis of the balance sheets of Greece and Portugal. Written in 25 February 2012. 4 pages, incl. 3 graphs.
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European Banks in the Endgame
Overview of the European banking sector: current state (in spring 2013) and outlooks
Presentation slides for the New York Investing Meetup on 16 May 2013