Archive - Aug 2011 - Blog entry
August 17th
August 17th
On the SNB, Once more
Submitted by Bruce Krasting on 08/17/2011 21:42 -0500Allow me a ramble down history lane to make a point.
Think the Crisis Is Over? Think Again!
Submitted by Phoenix Capital Research on 08/17/2011 15:24 -0500If you thought the first Round of the Financial Crisis was bad, wait until you see the next one. Indeed, I fully expect that what’s coming is going to be 2008 on STEROIDS. I’m talking about market crashes, civil unrest, riots, bank holidays and more.
Three Reasons Why QE 3 Ain’t Coming Anytime Soon
Submitted by Phoenix Capital Research on 08/17/2011 14:02 -0500The political and social environments in the US are growing increasingly anti-loose money from the Fed. The Fed knows this which is why we’re seeing dissent internally (see Dallas Fed President Dick Fisher’s comments from earlier today).So absent some kind of catastrophic event, QE 3 isn’t coming any time soon. Which means the floor has come out from under stocks (it just did). Which means…
ViSUaL CoMBaT DaiLY (8.17.11)
Submitted by williambanzai7 on 08/17/2011 13:55 -0500Billionaires and POTUS are not welcome in this thread...
Water Roulette: Wash, Rinse, Repeat
Submitted by ilene on 08/17/2011 12:14 -0500Once abundant aquifers worldwide are being rapidly depleted, and resolving this is expensive and requires growth controls and sacrifice.
Don't Be Fooled, The German Backstop Ends Soon
Submitted by Phoenix Capital Research on 08/17/2011 09:54 -0500The next round of German elections comes in September (the 4th, 11th, and 18th). Is Merkel (and her party) really going to commit political suicide to support the Euro? After all, she would literally have to change the German constitution to participate in the creation of Eurobonds (the latest deranged ECB idea). You think the German people will go for that?
A Trader's View On US Equities & Why The Inevitable Pan-European CRE Collapse Has A Cousin In the US!
Submitted by Reggie Middleton on 08/17/2011 08:54 -0500What are the chances rate volatility, excess supply from a burst bubble and insolvent banks causes a CRE crash on both sides of the Atlantic? Yeah, if only all test questios were that easy...
Is the ECB starting to massively print money again?
Submitted by EB on 08/17/2011 08:40 -0500The ECB's new bond purchases are not being sterilized like last year. In fact, just the opposite.
"The Global Plutocracy Is Terrified of Dissent"
Submitted by George Washington on 08/17/2011 01:37 -0500The most liberal place in the U.S. - the San Francisco Bay Area - takes a page from Egyptian dictator Hose Me Mubarak ...
August 16th
The Eurozone Financial Crisis: Feeding the Dragon
Submitted by Luc Vallee on 08/16/2011 20:18 -0500Winston Churchill defined appeasement as “feeding the dragon hoping he will eat you last.” As the eurozone banking crisis has morphed into a sovereign debt crisis, it is worth reconsidering the wisdom of appeasing the bond market in an attempt to stave off the possibility of default.
Getting “Ugly”, DC Style
Submitted by Bruce Krasting on 08/16/2011 20:00 -0500What a show Perry is putting on. Did Bernanke see this coming? Maybe
Will Merkel and Sarkozy Save Us?
Submitted by ilene on 08/16/2011 17:15 -0500Consumers used to have discretionary income which they would use or not use depending on their mood. Beginning in 2008, consumers had less money but the price of commodities shot up and that has kept consumer spending high – but that doesn’t mean they are happy about it.
A Trader's View On The French Markets Today & Overlooking The Inevitable Pan-European Real Estate Collapse
Submitted by Reggie Middleton on 08/16/2011 12:39 -0500Trading the CAC40 vs witnessing The Inevitable Pan-European Real Estate Collapse
