Archive - Jul 2010 - Blog entry
July 2nd
NFP - A View From the Street
Submitted by Bruce Krasting on 07/02/2010 12:21 -0500Another view of a bad report.
Negative News Flow In the Investment Banking and Asset Management Space
Submitted by Reggie Middleton on 07/02/2010 10:48 -0500Making money as the sell side turns on itself...
Ford, Tesla and Solyndra - Good News or Bunk?
Submitted by Bruce Krasting on 07/02/2010 09:22 -0500I say bunk!
The Treasury Bond Market is Blind to Risk
Submitted by madhedgefundtrader on 07/02/2010 06:46 -0500I am more convinced than ever that a Treasury bond short will have its day in the sun. The next financial crisis will be a chain reaction that has already started in small, peripheral European countries, will spread to large European countries, and then eventually hit Japan and the US. Debt service will soar from the current 11% of the federal budget to a gob smacking 28% as early as 2014. Washington is doing nothing to avert the impending crisis.
July 1st
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.
