asiablues's blog

While the markets are in a finicky mood from the China and Greek factors, the rising rig count and producer's capital budget suggests that oil service markets are probably in the process of bottoming this year. Current trend of Offshore & subsea bodes well for oil infrastructure services companies that even Warren Buffett will concur.

In a CNBC interview on Feb. 10, Marc Faber went out on a limb saying ALL governments will eventually default, including the United States. From all indications, this is a fairly plausible scenario.

A look at the relationship between sovereign risk, the price of oil and investment strategy in a possible Financial Crisis 2.0 scenario.

The financial crisis of 2007–2010 has been called the worst since the Great Depression of the 1930s. Many causes have been proposed, including one suggested by MIT economist Ricardo Caballero that foreign investment demand was a major contributor to America's monetary mess. So, are foreigners responsible for America's financial crisis?

The timing and haste of the newly proposed Volcker Rule by Obama has drawn criticism that this is simply a transparent attempt at populism in light of the Dems Massachusetts defeat. Moreover, it certainly does not address the more dire issue of the Middle America – jobs.

Summary and my thoughts on a trio of Dr. Marc Faber's latest interview where he discussed his 2010 outlook on China bubble, sovereign default risk, stocks and commodities.

What will happen when the 26-mile long tanker convoy carrying 127 million barrels starts offloading since the oil storage trade is no longer as profitable?

Société Générale (SocGen), France’s second-biggest bank, has told its clients to be bullish on commodities, stay with stocks and "anything but cash" in 2010.

While some China Bears are busy publicizing prediciton of an utter Dubai or Enron-like collapse in China, Beijing is actually in the process of rebalancing its economy and an overheated real estate market. And gold is poised to benefit the most from this shift.

BlackRock, Inc. (BLK) Vice Chairman Bob Doll has been putting out annual predictions for 15 years. Doll, who helps oversee about $3.2 trillion at BlackRock, the world’s biggest asset manager, just released his ten predictions for 2010 and for the next ten year. Eleven of the twelve predictions he made for 2009 were right.

Jordan Kotick at Barclays Capital shared technical charts tale of some possible market corrections in Q1 or Q2 of 2010.

Despite its red hot streak in 2009, copper's continuous rally in the face of swelling inventories, a sign of weak consumption, has perplexed many in the market. Some even say copper is behaving more like gold rather than strictly a base metal. Could copper be the new precious metal?

The top five shorts of the decade, the new champion and my take on the possible implications, partly supported by Dr. Marc Faber.

The frenzy to cover dollar shorts seen over the last three weeks sent the greenback onto its first monthly increase since June; meanwhile, gold has fallen about 8.1%. How will the gold, dollar and euro triangle likely play out in 2010?

Could a prolonged high unemployment rate, typified by the much touted "Jobless Recovery", cause a market crash in the not so distant future?