South of Wall Street's blog
Richard Koo - Europe in a Balance Sheet Recession - Time for QE
Submitted by South of Wall Street on 11/25/2011 09:56 -0500Richard Koo thinks Europe needs to announce QE
Bull Market in Food : Rosenberg and Hendry on Ag
Submitted by South of Wall Street on 11/22/2011 21:43 -0500Rosenberg's note today mentioned the global bull market in agriculture. Which,as I recall, was becoming an issue pre-lehman. Inflation is just about the only thing stopping food prices from levitating once again. Trade balances, supply constraints, changing weather patterns, and emerging market demand continue to support a structural bull market.
Has Google made Wintel and Satellite Cable Terminal Shorts?
Submitted by South of Wall Street on 11/21/2011 23:17 -0500The mosaic that is Google is coming together, and it appears the company
is on the verge of major disruption to a few notable cash cows. As I
scan thru the Technology news over the last few days, it is hard to
ignore that Google is everywhere you look. Between the Chromebook,
Android, and Google TV the outlook for Windows/Intel and satellite
cable industry looks cloudy.
Vix to 40+
Submitted by South of Wall Street on 11/20/2011 22:11 -0500SocGen’s news flow index suggests the VIX is headed between 40 and 50. They arrive at this by counting “the number of newspaper articles highlighting themes related to economic strength... Historically they have proven highly sensitive to financial assets pricing, and often lead trends by a few months.”
