Archive - Jul 26, 2010 - Blog entry

With global economic activity picking up steam, and global equity markets humming along, the only question I have is how long before we see a significant backup in global bond yields? More importantly, are pensions and other institutional investors prepared for a big bond hiccup? We'll find out soon enough.

Not much in the markets to write about. I need a crisis. Waiting for that to happen I focus on the CBO.

My discussion with an oil industry veteran engineer to shed some light on an apocalypse scenario at BP's Mcondo well

Well, let's take a not so anecdotal peek at the numbers behind the numbers...

Don’t missing the biggest economic opportunity of our lifetime. Quality growth Chinese stocks can be bought for price earnings multiples at 4-5 times, compared to an average 13 multiple for the S&P 500. You are already investing indirectly in the Middle Kingdom whether you realize it or not. Rising share prices fueled by the steroids of an appreciating Yuan can create a “J” curve effect for profits . An exclusive Interview with Jim Trippon of the China Stock Digest on Hedge Fund Radio.

Markets in a Flash

· Asian equity markets made gains over night. The Nikkei 225 closed up 0.77% while the Hang Seng closed up 0.12%.

· European equity markets are flat today and are fluctuating between gains and losses. The Stress test results of Friday do not seem to have brought much direction to the markets.

· Commodities are mixed and Oil has fallen 0.84% today. Natural gas is also down on news of gas production in China.