Archive - Nov 2012 - Blog entry
November 24th
Shuffle Rewind 19-23 Nov " The Only Way Is Up " (Yazz, 1988)
Submitted by AVFMS on 11/24/2012 08:38 -0500If we lacked Direction last week, this week was a strong case for “The Only Way is Up!” with Risk assets soaring. Quite a cleansing process over the last weeks: weak longs stopped out, weak shorts stopped out. Volatility crushed nevertheless.
"The Only Way Is Up" (Bunds 1,44% +12; Spain 5,60% -26; Stoxx 2552 +4,8%; EUR 1,296 +260)
November 23rd
Lehman Brothers Rears Its Ugly Head In Germany
Submitted by testosteronepit on 11/23/2012 23:11 -0500Hedge funds, allegations, and arm-twisting. But it beats the alternative....
Preventing Armageddon Would Cost Only $100 Million … But Congress Is Too Thick to Approve the Fix
Submitted by George Washington on 11/23/2012 13:09 -0500Government Spends Tens of Trillions On Unnecessary, Harmful Projects … But Won’t Spend $100 Million to Prevent the Greatest Threat
23 Nov 2012 – “ Fly Like an Eagle ” (Steve Miller Band, 1976)
Submitted by AVFMS on 11/23/2012 12:03 -0500Yet another light ROn close of the day, crowning a ROn of a week. Worries put aside on Greece (and Cyprus) and the Periphery (and the Fiscal Cliff). Sentiment data all for the better. Last week’s nightmare obviously obliterated. It’s not like things have really changed, though.
Fly like an Eagle – for those “Free Bird” of yesterday that made it through the night…
"Fly Like An Eagle" (Bunds 1,44% +1; Spain 5,6% -4; Stoxx 2552 +0,7%; EUR 1,296 +80)
THe FRaCTioNAL ReSeRVe UNiVeRSe...
Submitted by williambanzai7 on 11/23/2012 10:37 -0500And how to defeat Black Friday...
November 22nd
Evergreen
Submitted by Bruce Krasting on 11/22/2012 15:15 -0500Stopping or scaling back would be "counterproductive" for the economy.
22 Nov 2012 – “ Free Bird ” (Lynyrd Skynyrd, 1974)
Submitted by AVFMS on 11/22/2012 12:04 -0500US closing fine, Asia closing fine. PMIs a tick better than expected. Fine. Spanish auction fine. Greek bonds fine. All fine. Slight Risk On. Fine. Fine, fine, fine… All is good. Free that Bird – or Eat it!
"Free Bird" (Bunds 1,43% +0; Spain 5,64% -6; Stoxx 2534 +0,6%; EUR 1,288 +60)
Union Rules were Harder to Digest than Twinkies
Submitted by ilene on 11/22/2012 05:53 -0500Don't fry my twinkie. Might be dangerous, like turkey.
November 21st
HaPPY BaNZaI7 THanKSGiViNG ZeRO HeDGe!
Submitted by williambanzai7 on 11/21/2012 23:07 -0500Happy Thanksgiving all, from Banzai7 Labs!
The Worldwide Spectacle Of Banning San Francisco’s Naked Soul
Submitted by testosteronepit on 11/21/2012 21:06 -0500“Ban” in the San Francisco sense....
The World's First Social Media War: Israel v. Hamas
Submitted by George Washington on 11/21/2012 15:47 -0500Massive Social Media War
21 Nov 2012 – “ Rise To The Occasion” (Climie Fisher, 1987)
Submitted by AVFMS on 11/21/2012 11:56 -0500Greece? Sorry, what’s with Greece? French downgrade. Unexpected, but then again not that much. So what? Fiscal Cliff? As no one speaks about it, it can be ignored. Risk? If it doesn’t fall, it has to rise.
"Rise To The Occasion" (Bunds 1,43% +2; Spain 5,7% -9; Stoxx 2518 +0,4%; EUR 1,282 +10)
The Real Reason the Fed Won't Touch Treasuries Again... and Is Tapped Out
Submitted by Phoenix Capital Research on 11/21/2012 11:50 -0500What does the Fed's QE 3, a Spanish default, the systemic crisis in the EU and Lehman all have in common?
What Happens When The Markets Call The Collective Bluffs Of The IMF, EC & ALL Major Rating Agencies' Spanish LIES?
Submitted by Reggie Middleton on 11/21/2012 09:15 -050010.7% bank NPAs, youth unemployment over 50%, Banks stuffed with levered devalued bonds carried as RISK FREE & RE going for half off during a recession: What could go wrong?
