Archive - 2012 - Blog entry
November 28th
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.
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.
