Archive - Nov 2012 - Blog entry
November 19th
Monday Market Momentum – Changing for the Better?
Submitted by ilene on 11/19/2012 15:25 -0500Spoiled little investors feeling good today.
Buy and Hold Is Dead … Did It EVER Work?
Submitted by George Washington on 11/19/2012 14:56 -0500Is There a Better Way to Allocate Stocks?
THe FiSCaL CLiFF...con't
Submitted by williambanzai7 on 11/19/2012 12:26 -0500Plus, news from the Choomba Triangle...
19 Nov 2012 – “ Rip And Tear” (L.A. Guns, 1989)
Submitted by AVFMS on 11/19/2012 12:02 -0500European equities ripping and squeezed after Friday’s dismal close. Credit the same and, as more often than not lately, overdoing the equity move. EGBs rather muted with the Core pretty much where it stood throughout last week – with exception of Friday afternoon. Spain back on the radar. Europe still under US influence. Huge relief. From what and why exactly still needs to be seen. In the meantime: Rip & Tear!
"Rip And Tear" (Bunds 1,35% +3; Spain 5,88% +2; Stoxx 2495 +2,7%; EUR 1,281 +110)
The Powers That Be Don’t Want Sovereign Bonds… They Want Gold
Submitted by Phoenix Capital Research on 11/19/2012 11:09 -0500If you want further evidence that the financial elites are already preparing for a default from Spain and a collateral crunch, you should consider that the large clearing houses (ICE, CEM and LCH which oversee the trading of the $700+ trillion derivatives market) have ALL begun accepting Gold as collateral.
November 18th
Investor Sentiment: Be on Alert for the Same Old Same Old
Submitted by thetechnicaltake on 11/18/2012 18:07 -0500After all in this singular issue world of ours, the only thing holding the market back is the fiscal cliff and Washington's inability to deal with it.
The REAL Reason for the Assault In Gaza?
Submitted by George Washington on 11/18/2012 12:24 -0500Why Israel Is Escalating the Assault on Gaza In November
Top Economic Advisers Forecast World War
Submitted by George Washington on 11/18/2012 11:40 -0500Kyle Bass, Larry Edelson, Charles Nenner, Jim Rogers and Marc Faber Predict Widespread War
Bad Calls
Submitted by Bruce Krasting on 11/18/2012 10:12 -0500The good news is that we can't foretell the future; if we could, it wouldn't be interesting at all.
November 17th
Putin and Merkel Tango in Moscow, Gazprom Stirs Up Old Ghosts, But Deals Are Signed
Submitted by testosteronepit on 11/17/2012 15:10 -0500Re-cementing their “strategic partnership” despite a resurgence of repressive, antidemocratic tendencies
Shuffle Rewind 12-16 Nov " No Direction " (Simply Red, 1985)
Submitted by AVFMS on 11/17/2012 09:00 -0500While the prior week was marked by some kind of awakening, this week was more about finding a direction. Eventually mostly downwards, but always in jumps, marked by tentative rebounds. Europe mostly lost, so unused not to be the focal point anymore, waiting for US input. If it wasn’t for the Fiscal Cliff, and in absence of further news out of the Periphery, we seem to have
"No Direction" (Bunds 1,32% -2; Spain 5,86% +5; Stoxx 2429% -2,1%; EUR 1,27 -10)
November 16th
Intended and Unintended Consequences: The ‘Darden Approach’ to Obamacare
Submitted by ilene on 11/16/2012 19:24 -0500Actions speak louder than words.
War In Gaza: Why Now?
Submitted by George Washington on 11/16/2012 14:23 -0500Election Politics ... Or Precursor to Iran War?
Following the herd of foreign money into US real estate markets
Submitted by drhousingbubble on 11/16/2012 13:55 -0500Foreign money is flowing heavily into US real estate markets. Now some think that foreign money is going to prop up the entire market but this is simply not the case. The money flowing in from abroad is going specifically into targeted markets. This isn’t necessarily a US trend only. Canada is experiencing a massive housing bubble from money flowing in from China in particular. Here in Southern California many cities are seeing solid money flowing in from Asian countries. You have this occurring while big fund domestic investors are buying up low priced real estate cross the country as investments. What occurs then is the crowding out of your typical home buyer. I get e-mails from local families looking to buy saying they were outbid by $50,000 or $100,000 for properties that had nothing special. Even after the crash, why does it seem hard for domestic buyers to purchase a home?
16 Nov 2012 – “That's the Way (I Like It) ” (KC and the Sunshine Band, 1975)
Submitted by AVFMS on 11/16/2012 12:06 -0500Europe mostly boring. Several inconclusive downside tests in European equities. Static bonds, unwilling to tighten further. More US equity weakness, more downside. Way is shown by US equity dump. Periphery? What Periphery? What problem? Credit, EGBs, most commodities just watching. Dismal close.
"That's the Way (I Like It)" (Bunds 1,32% -2; Spain 5,86% -3; Stoxx 2429 -1,2%; EUR 1,27 -90)
