Archive - Blog entry
August 25th, 2009
The Conclusion: Beating a Dead Horse (to Death)
Submitted by Vitaliy Katsenelson on 08/25/2009 09:49 -0500The Chinese ascent over last decade has lowered the degree of separation between China and the global economy: what happens in China doesn’t stay in China (not anymore), it spills over to the rest of the world.
August 24th
Will Pensions Follow Harvard's Mea Culpa?
Submitted by Leo Kolivakis on 08/24/2009 22:39 -0500While Harvard regroups and tacitly admits its mea culpa, most pension parrots will keep repeating the same mistakes, losing billions in the process. They will all learn the hard way.
Building A Sustainable Financial System
Submitted by PragmaticIdealist on 08/24/2009 22:21 -0500My ramblings on how the banking system is broken and what to do about it.
Good morning, worker drones: This Week in Mayhem
Submitted by Project Mayhem on 08/24/2009 07:58 -0500After some interesting disclosures over the past week -- including the fact that a large percentage of the U.S. market volume is comprised of just five financial stocks -- let us review new information and take a look at the week ahead, in order to make some sense of the train wreck already in progress.
What do you do?
Submitted by jester on 08/24/2009 03:47 -0500!---This is an attempt to harness the ZH brain trust, an invitation to discuss---!
August 23rd
On Blogging Brawls and Bragging Rights
Submitted by Leo Kolivakis on 08/23/2009 12:20 -0500A couple of days ago Yves Smith of Naked Capitalism posted a comment, Who Is Tyler Durden? The post generated over 187 comments (and still counting), most of which were infantile swipes from morons claiming that one blog is better than the other one.
I got carried away too and used language that I shouldn't have, but after sleeping on it, I want to offer you some of my thoughts on these blogging brawls and bragging rights.
Investor Sentiment: I Have Said It All!
Submitted by thetechnicaltake on 08/23/2009 09:06 -0500To spare you the trouble of having to waste your time reading and to spare me the embarrassment, there will be no comments this week. Just graphs.
Beating a Dead Horse
Submitted by Vitaliy Katsenelson on 08/23/2009 08:38 -0500China projects to the world a similar image as Japan did in the 1980s. Yet we know how that (Japanese) story played out: a bust of a major banking/real estate bubble, a contracting economy for almost two decades, accompanied by deflation, ballooning debt, etc.
August 22nd
The GoldManchurian Candidate
Submitted by Benjamin N. Dover III on 08/22/2009 12:54 -0500I break the first two rules of ZeroHedge and reveal Tyler Durden's hidden agenda.
ZH Vs. All Comers
Submitted by Bruce Krasting on 08/22/2009 09:47 -0500ZH under assault again. This fight is getting interesting. My thoughts.
August 21st
This Time Is Different (In Reverse)
Submitted by thetechnicaltake on 08/21/2009 21:27 -0500The Dollar Index continues to trend lower, and it is at real risk of seeing accelerating losses.
August 20th
Rumors of Deals - Freddie POOPS
Submitted by Bruce Krasting on 08/20/2009 19:44 -0500Wall Street and FRE come up with another bright idea. A nothing for nothing swap. The folks at FHFA should be congratulated.
August 19th
Are We There Yet? Is the Range-Bound Market Over?
Submitted by Vitaliy Katsenelson on 08/19/2009 23:15 -0500For the next dozen years or so, the U.S. stock market will be a wild roller-coaster ride—setting all-time highs and multi-year lows in the process. While the twists and turns of this ride are still to be written by history, the long-term, sideways “range-bound” trajectory has already been set by the eighteen-year bull market that ended in 2000.
Goldman Sachs & Baidu - The Untold Story
Submitted by Static Chaos on 08/19/2009 18:31 -0500Much has been said about Goldman Sachs by articles like the one Mr. Matt Taibbi wrote and published by Rolling Stone on July 2, 2009 - “Inside the Great American Bubble Machine”. But most have not heard about Goldman Sachs involvement in the initial public offering (IPO) of Baidu (BIDU) and the subsequent BIDU share price movements back in 2005 and 2006.
You Kiddin' Me?
Submitted by Vitaliy Katsenelson on 08/19/2009 08:33 -0500Here is my latest article explaining why the Chinese economy should not make us feel inadequate and explaining the consequences of what is taking place in China on the U.S. stocks.










