Archive - Jul 1, 2010 - Blog entry
Oh Canada! All Eyes Down South!
Submitted by Leo Kolivakis on 07/01/2010 21:35 -0500Thursday was Canada Day but most people up here are fixated on what's going on Down South.
$400 Billion Pay Go Stimulus? It’s Possible.
Submitted by Bruce Krasting on 07/01/2010 21:22 -0500This could work. I think it is "fair". What do you think?
G-20 is Relying on China To Drive the World Economy ... But China Isn't Looking So Hot
Submitted by George Washington on 07/01/2010 12:53 -0500Credit default swaps are soaring against China ...
Going Back into the Ags
Submitted by madhedgefundtrader on 07/01/2010 09:09 -0500The charts for almost all ag products, like corn, wheat, and soybeans, are making potential one year double bottoms. Bad weather is now threatening in Canada. The world is both eating more food, and more calorie intensive foods, like beef and pork, thanks to rising emerging market standards of living. A further boost from the Yuan revaluation. The new family of ag ETF’s will be a game changer. (CORN), (CANE), (WEAT), (SOYB).
The Conundrum of Commercial Real Estate Stocks: In a CRE “Near Depression”, Why Are REIT Shares Still So High and Which Ones to Short?
Submitted by Reggie Middleton on 07/01/2010 05:32 -0500Many people have asked me how SRS and REITs share prices can defy gravity the way they have given the abysmal state of commercial real estate (CRE). Well my opinion is that the equity and the debt markets have allowed agent and principal manipulation to the extent that it materially distorts and interferes with the market pricing mechanism.
