Tuesday, September 29, 2015

How the Interest Rate "Super Cycle" Pressures Insurance Comapnies: Allianz

Allianz is one of  the World's largest insurers.  Here Allianz's chief executive, Oliver Bäte, speaks with Alistair Gray, who covers insurance the FT, talks to  about ultra-low interest rates, asset bubbles, M&A activity and Pimco after the departure of Bill Gross in this September 27, 2015 View from the Top.  Do credit bubbles have to burst? Is the interest rate "super cycle" driving investors into foolishly risky investments and insurance companies into mergers they will regret?

Saturday, September 19, 2015

David Stockman Has it Right: The Fed Stimulates Wsll Street Not Msin Street

David Stockman, supply sider and former budget director for the U.S. government explains the real deal to Yahoo finance: