Archive - May 5, 2011 - Blog entry
What Do You Value Most in Life?
Submitted by Leo Kolivakis on 05/05/2011 23:55 -0500Over lunch and wine with a former boss and still friend of mine, we got talking on all sorts of topics, including corporate governance and what we value most in life...
Capital Context Update: Systemic Risk Rising and Equity Underperformance
Submitted by CapitalContext on 05/05/2011 18:34 -0500Away from the chaos that was the commodities sector today, recent themes in credit, equity, and vol contexts continued to gnaw away at the bullishness of every talking head. Shifts in CMBX tranches point to growing fears of systemic concerns in MBS markets and the up-in-quality trade (or up in capital structure) is in full force.
Hanging By A Thread
Submitted by ilene on 05/05/2011 17:39 -0500The economy is hanging by a thread. Loan demand is weak, wages are flat, and markets are on a knife-edge.
Thoughtful Thursday - What's Our Money Worth?
Submitted by ilene on 05/05/2011 14:57 -0500All those digital Dollars, Yen, Pounds or Yuan you have in your bank accounts are nothing more than arbitrary numerical records of transactions and each individual note is literally not worth the paper it is written on OTHER THAN the faith you have in the issuing government not to "cheat."
Oh, It’s On Like Donkey Kong | MICHAEL T. PINES v. CITY OF CARLSBAD, PAUL EDMONSON, CITY OF SIMI VALLEY, CITY OF NEWPORT BEACH, CALIFORNIA STATE BAR, COUNTY OF SAN DIEGO
Submitted by 4closureFraud on 05/05/2011 14:37 -0500The financial institutions and their co-conspirator loan servicers (Collectively “Banks”) have turned law enforcement into criminals.
I Hope You Were Not One of Those Buying
Submitted by thetechnicaltake on 05/05/2011 12:02 -0500Monday's market action saw some of the strongest buying amongst the Rydex market timers in over 10 years. Oops!
WeiMeRiKaN KaBaReT
Submitted by williambanzai7 on 05/05/2011 09:31 -0500"History does not repeat itself, but it rhymes."--Mark Twain
About Those Initial Jobless Claims "Anomalies"
Submitted by Stone Street Advisors on 05/05/2011 09:13 -0500They're really just excuses made-up to explain why claims jumped to the ignorati...
Social Security TF – “The economy stinks”
Submitted by Bruce Krasting on 05/05/2011 06:32 -0500A look at the year to date SS numbers. A guess on the NFP due out on Friday
Downside Targets for Silver
Submitted by Smart Money Europe on 05/05/2011 05:21 -0500As the days go by, we are getting the feel that this is becoming more than a normal correction for silver. It looks like the first phase of the secular bull has been completed! So what's next for the white metal?











