Blogs
The Healthcare Game
Submitted by Vitaliy Katsenelson on 08/18/2009 14:41 -0500Given my usual warning, I don't want to discuss politics in my writings for two reasons: it bores me to death and I'll upset 55% of my readers. But an investor cannot ignore politics especially today. What happens in Washington doesn't stay in Washington.
Geithner: "Leave Banks Alone!!"
Submitted by PragmaticIdealist on 08/18/2009 11:03 -0500Geithner points out record Wall Street payouts and profits. Ergo, economic recovery imminent.
The China Bubble’s Coming — But Not the One You Think
Submitted by Vitaliy Katsenelson on 08/18/2009 10:15 -0500Financial commentators are obsessively debating whether the recent rise in the Chinese stock market means there’s a bubble — and if so, when it’s going to burst. My take? Who cares! What happens to the broader Chinese economy is what we should really be watching. It will have a far-reaching impact on the rest of the world — much more far-reaching than a decline in stocks.
Short the CHF - Banking Secrecy Dead
Submitted by Bruce Krasting on 08/17/2009 19:25 -0500The rest of the Swiss Banking industry is closing/disclosing US account names. And they are acting fast. Where's that money going?
More "Permanent" OMO Buys - Where's the Exit?
Submitted by Bruce Krasting on 08/17/2009 13:19 -0500Fed chases the market with today's POMO buy. Another good day for the dealers. How long will this Treasury paper stay on the Fed balance sheet? Forever.
Flight to Quality Correlations
Submitted by scriabinop23 on 08/17/2009 11:01 -0500Graphs of rolling correlations between a pick of a few instruments.
Daily UK and Europe Highlights - 17 August 2009
Submitted by Raymond Shaw on 08/17/2009 05:15 -0500UK and Europe highlights for 17th Aug 2009. Lots of things to cover this Monday morning especially the house price report out of Rightmove UK and other noteworthy news and articles. The negativity continues...
Distractions
Submitted by Nemo on 08/17/2009 03:22 -0500More Aussie M&A and signs that China has a long way to go before sustainable growth is in sight
Investor Sentiment: The Perfect Trifecta
Submitted by thetechnicaltake on 08/16/2009 11:00 -0500Whether the perfect trifecta becomes the perfect storm (again) for investors is yet to be determined.
NOAA - Record Hot Water
Submitted by Bruce Krasting on 08/16/2009 10:31 -0500The economy is in hot water. The oceans are too. Record global water temperatures will mean bigger, more frequent storms this year. There is record hot water in the Gulf of Mexico. The pro forecasters are calling for a lite storm season. The next 45 days will prove them right or wrong.
Let's Play Ping Pong!!
Submitted by thetechnicaltake on 08/14/2009 10:50 -0500The hot and cold market lives on as prices ping pong from one extreme to another. Are investors being taken for another ride?
Daily UK and Europe Highlights - 14 August 2009
Submitted by Raymond Shaw on 08/14/2009 03:43 -0500UK and Europe highlights for Friday 14th August 2009. More discussion on the topic of Eastern Europe, Ireland. Fully posted now...
FHFA Report on Restructurings – Everything is Going Fine
Submitted by Bruce Krasting on 08/13/2009 23:18 -0500FHFA is patting it's self on the back again. They have been very busy in D.C. The question is are they doing the right thing?
On Fed Intervention and the Blogs
Submitted by Bruce Krasting on 08/13/2009 15:06 -0500Another successful auction brought you by FRB NY. This topic has been in the blogs for a week. Does this answer the question, "Is the Fed intervening in the bond market?"
