Contributing Editors' Blog Entries

Vitaliy Katsenelson's picture

The Healthcare Game

Given 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.


PragmaticIdealist's picture

Geithner: "Leave Banks Alone!!"

Geithner points out record Wall Street payouts and profits. Ergo, economic recovery imminent.


Vitaliy Katsenelson's picture

The China Bubble’s Coming — But Not the One You Think

China Financial 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.


Bruce Krasting's picture

Short the CHF - Banking Secrecy Dead

The rest of the Swiss Banking industry is closing/disclosing US account names. And they are acting fast. Where's that money going?


Bruce Krasting's picture

More "Permanent" OMO Buys - Where's the Exit?

Fed 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.


scriabinop23's picture

Flight to Quality Correlations

Graphs of rolling correlations between a pick of a few instruments.


Raymond Shaw's picture

Daily UK and Europe Highlights - 17 August 2009

UK 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...


Nemo's picture

Distractions

More Aussie M&A and signs that China has a long way to go before sustainable growth is in sight


Nemo's picture

Margin Call in Shanghai

China, this is your margin call


thetechnicaltake's picture

Investor Sentiment: The Perfect Trifecta

Investor Sentiment Whether the perfect trifecta becomes the perfect storm (again) for investors is yet to be determined.


Bruce Krasting's picture

NOAA - Record Hot Water

NOAA The 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.


thetechnicaltake's picture

Let's Play Ping Pong!!

The hot and cold market lives on as prices ping pong from one extreme to another. Are investors being taken for another ride?


Raymond Shaw's picture

Daily UK and Europe Highlights - 14 August 2009

UK and Europe highlights for Friday 14th August 2009. More discussion on the topic of Eastern Europe, Ireland. Fully posted now...


Bruce Krasting's picture

FHFA Report on Restructurings – Everything is Going Fine

FHFA 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?


Bruce Krasting's picture

On Fed Intervention and the Blogs

Another 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?"


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