Archive - Nov 2012 - Blog entry
November 27th
Behind the Scenes, Germany is Already Preparing For a Grexit
Submitted by Phoenix Capital Research on 11/27/2012 13:23 -0500
Germany now has a formal working group assessing the cost of a Grexit. Even large US-based multinationals are implementing contingency plans for a Grexit. The list includes JP Morgan, Bank of America Merrill Lynch, Visa, PricewaterhoursCoopers, Boston Consulting Group, Juniper Networks, and others.
27 Nov 2012 – “ You Ain’t Seen Nothin' Yet ” (Bachman-Turner Overdrive, 1974)
Submitted by AVFMS on 11/27/2012 12:17 -0500Ok. It’s not that the Greek deal is nothing. But then again, third strike. Eventually expected, or at least hoped for. Hence, lack of concrete follow-through. So, now it’s there. And now what? You Ain’t Seen Nothing Yet? What is there to see??? Pitch the markets some input, something concrete, something to feed off, something to see!
"You Ain't Seen Nothing Yet" (Bunds 1,43% +2; Spain 5,51% -9; Stoxx 2538 -0,2%; EUR 1,293 -30)
UST Market Profile Review - There Is A Battle In The Belly And The Shorts Are In The Lead
Submitted by govttrader on 11/27/2012 08:15 -0500The short term direction of the UST market over the next couple days will be a battle. Reading the market profile should help us know when to be range traders, and when to go with the momentum.
November 26th
“The Euro Will Blow Up Europe Instead Of Bringing It Together”
Submitted by testosteronepit on 11/26/2012 20:29 -0500The price of the euro as a “romantic icon”
Cyber Monday – Record Retail Sales Trump Cliff Concerns, for Now
Submitted by ilene on 11/26/2012 19:22 -0500Reasons to be bullish.
Last Week S&P 500 and Gold Rallied; News was Negative
Submitted by ilene on 11/26/2012 19:17 -0500Bullish on metals. Here's why.
These Guys Are Miles Apart
Submitted by Bruce Krasting on 11/26/2012 14:23 -0500Entitlement reform? By the end of of the year? Simply not possible.
FaReWell MaRY "Dingbat" SCHaPIRO...
Submitted by williambanzai7 on 11/26/2012 13:10 -0500"Ahhh, coordination in action."--Mary "Dingbat" Schapiro
26 Nov 2012 – “ Sailing ” (Rod Stewart, 1975)
Submitted by AVFMS on 11/26/2012 12:01 -0500Hard 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)
This Week Is 30yr UST Buying Heavy - 10/30 Curve Should Flatten
Submitted by govttrader on 11/26/2012 11:54 -0500In a world where flow is the new QE, this week is an alignment of the stars for long-end US treasury traders.
Germany Cannot and Will Not Write the Check For Europe
Submitted by Phoenix Capital Research on 11/26/2012 11:41 -0500All 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.
Economic Re-Recession Short Candidate Search , Or The Search For Bernanke Policy Victims
Submitted by Reggie Middleton on 11/26/2012 11:24 -0500Pretending 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.
Investor Sentiment: A Gift
Submitted by thetechnicaltake on 11/26/2012 00:27 -0500Why 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.
November 25th
PRoPA-GaNGNaM STYLe EXPLaiNeD...
Submitted by williambanzai7 on 11/25/2012 12:37 -0500Visual Combat BAN-PSY 7
November 24th
Japan's Population Now So Old That Sales Of Adult Diapers Exceed Those For Babies
Submitted by George Washington on 11/24/2012 13:59 -0500Old Drag Down the Young ... and The Economy
