Archive - Nov 26, 2012 - Blog entry

Bruce Krasting's picture

These Guys Are Miles Apart





Entitlement reform? By the end of of the year? Simply not possible.

 

williambanzai7's picture

FaReWell MaRY "Dingbat" SCHaPIRO...





"Ahhh, coordination in action."--Mary "Dingbat" Schapiro

 

AVFMS's picture

26 Nov 2012 – “ Sailing ” (Rod Stewart, 1975)





Hard pressed to find anything remotely exciting today. Equities losing a little shine, but understandable given last week’s 5% rush (and 14% tightening in Credit). Bonds stuck in range. Fiscal Cliff hailing back (in yet rather timid manner, though). Waiting on Greek rescue revelations. Yawn!

"Sailing" (Bunds 1,41% -3; Spain 5,6% unch; Stoxx 2542 -0,4%; EUR 1,296 unch)

 

govttrader's picture

This Week Is 30yr UST Buying Heavy - 10/30 Curve Should Flatten





In a world where flow is the new QE, this week is an alignment of the stars for long-end US treasury traders.

 

Phoenix Capital Research's picture

Germany Cannot and Will Not Write the Check For Europe





All analysis of the EU boils down to one idea: will Germany foot the bill? The truth? Germany cannot and will not. Never in history has a country accomplished what the EU bulls claim Germany will do.

 

Reggie Middleton's picture

Economic Re-Recession Short Candidate Search , Or The Search For Bernanke Policy Victims





Pretending you create jobs while waiting for an economic recovery that is still many biz cycle units away is a far cry from actually having real jobs that pay real people real money to buy real, tangible, useful things of value that help the real economy. 

 

thetechnicaltake's picture

Investor Sentiment: A Gift





Why ever sell? Such is our markets where investors have been conditioned that they will not experience the pain of deep (any?) losses for any length of time.

 
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