Archive - Nov 2012 - Blog entry
November 29th
DC to NE – Drop Dead!
Submitted by Bruce Krasting on 11/29/2012 10:27 -0500
I’m looking for a big fight over this money, and I think it has to be part of the Fiscal Cliff discussions.
Let's face it, Smartphone Hardware Manufacturers Are Dead, Long Live The Google-like Solution Providers!
Submitted by Reggie Middleton on 11/29/2012 09:20 -0500Sometimes the truth is a tough pill to swallow, particularly if that pill is low (and getting lower) margined hardward-based.
Ayn Rand Was NOT a Libertarian
Submitted by George Washington on 11/29/2012 01:07 -0500Rand Hated Libertarians ... and Many Libertarians Despise Rand
November 28th
Censored: Poverty Report in Germany
Submitted by testosteronepit on 11/28/2012 22:27 -0500Rising inequality might “jeopardize social cohesion”
Will We Hold It Wednesday – Fiscal Cliff Fever Edition
Submitted by ilene on 11/28/2012 19:13 -0500Limitless worries.
War Coming to the Heart of Europe?
Submitted by Bruce Krasting on 11/28/2012 16:20 -0500Read this to mean: We're gonna take some lumpy losses.
Americans Have Less Access to Justice than Botswanans … And Are More Abused By Police than Kazakhstanis
Submitted by George Washington on 11/28/2012 14:57 -0500U.S. Scores Towards the Bottom of All North American and Western European Nations
Welcome to the Currency War, Part 5: The Dollar Gets Serious Competition
Submitted by ilene on 11/28/2012 14:51 -0500Pathway to depression.
The EU Just Lost Another Prop
Submitted by Phoenix Capital Research on 11/28/2012 13:03 -0500Guess which country German officials claim will be a bigger problem than Spain or Greece? Answer: France.
28 Nov 2012 – “ I Thank You ” (ZZ Top, 1979)
Submitted by AVFMS on 11/28/2012 12:00 -0500Once more, not much own stuff to chew on Europe’s own. Drifting. EGBs very strong on (relative) equity weakness. Periphery starting to glow like the ZZ Top Eliminator. In absence of any strong lead, need to start thanking everyone for input and support (Mario, Ben, Angie, Chrissie… Anyone working on the Fiscal Cliff. Mariano & Mario. Wolfie...). New paradigm put into practice: nothing will ever be weak again, nothing. And watch out for FC Ping-Pong! And I Thank You!
"I Thank You" (Bunds 1,37% -6; Spain 5,31% -20; Stoxx 2547 +0,4%; EUR 1,293 unch)
italian Woes Mean French Lows!!!
Submitted by Reggie Middleton on 11/28/2012 06:40 -0500This EU juggler simply has too many balls in the air...
What Confidence? Retail Investors Are Still Not in Equities
Submitted by CrownThomas on 11/28/2012 00:32 -0500As we hear more and more pundits talk about the soaring consumer confidence, the "recovery", and how the fundamentals are improving, keep in mind that retail investors are still not in equities
November 27th
From Horrid To Merely Dismal: Feeling Better About The New Reality
Submitted by testosteronepit on 11/27/2012 21:32 -0500Consumer Confidence up to a level not seen since February 2008—a level that caused people to tear their hair out at the time
Greek Deal: Unmet Expectations?
Submitted by Burkhardt on 11/27/2012 17:33 -0500Just maybe the Greek bailout saga is drawing to a close. While markets set expectations, we now move towards the true impact of what this final deal will do for both Greece and the EU as a whole. Moral hazard is set to be released again, and we get a chance to glimpse the true impact…
It Ain’t Money-Good No More
Submitted by Bruce Krasting on 11/27/2012 14:34 -0500Elisse Walter looks mean enough to be the "Top Dog" at the SEC, but she has one big flaw.
