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ECONOMIC-COMMENTARY

The Vine
How to value equities: put on the beer goggles and start buying.
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Investors are drunk–drunk on liquidity. And like a drunken fraternity boy who brings home the fattest woman at the bar, investors will wake up soon to find themselves attached to something too big to manage and a legendary hangover.

Who owns America? How is foreign ownership of U.S. Treasuries and other securities trending?
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A summary of foreign ownership of American securities. Includes graphs of the top ten holders of U.S. Treasuries, Net foreign acquisition of U.S. Treasuries over the past several years, and the net acquisition of U.S. Treasuries as a percentage of net foreign acquisition of U.S.

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