Research Questions

  • European liquidity and culture of saving and investment with respect to the rise of credit-fueled economies of the future
  • Who holds American student loans? What is the default rate?
  • Macro Technology trends and future of OpEx/CapEx
  • Political systems in Europe (French Nationalism) and future of American right (will it gravitate to the classically conservative British model)?
  • Will the US raise rates in the face of European illiquidity, CBOE easing, and Japanese efforts to stabilize the economy?