Téléversements by bienvillecap

Bienville Macro Review (U.S. Housing Update)

Our Gold Framework (April 2013)

China's Paradox (October 2012)

China's Paradox (October 2012)

The Lost Decade - Commentary & Strategy (October 2009)

New Deal Redux - Commentary & Strategy (March 2010)

When Convention Fails - Commentary & Strategy (October 2010)

Deflation or Inflation (December 2010)

Bienville Capital Managment - Presentation (December 2010)

Shorting Congress - Commentary & Strategy (January 2011)

CFA Society of Alabama Presentation - April 21 2011

Investing in an Unbalanced World - CFA Society of Alabama (May 2011)

Our Framework

Alternative Histories

European Update

U.S. Housing