Archive - 2012 - Blog entry
November 26th
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
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...
