Contributing Editors' Blog Entries
Rumors of Deals - Freddie POOPS
Submitted by Bruce Krasting on 08/20/2009 - 19:44 Wall Street and FRE come up with another bright idea. A nothing for nothing swap. The folks at FHFA should be congratulated.
Are We There Yet? Is the Range-Bound Market Over?
Submitted by Vitaliy Katsenelson on 08/19/2009 - 23:15 For 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 Baidu goldman sachs Goldman Sachs Much 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 Here 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.
Far-fetched scenario: a stronger, post-apocalypse Russia?
Submitted by jester on 08/19/2009 - 03:09 Inflation or deflation, the Chinese will lose most of the value of their USD-denominated holdings, and the USD will lose the confidence of the rest of the world. What then? A scenario, probably far-fetched, that points to a stronger Russia over the next half century.The Healthcare Game
Submitted by Vitaliy Katsenelson on 08/18/2009 - 14:41 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.
Geithner: "Leave Banks Alone!!"
Submitted by PragmaticIdealist on 08/18/2009 - 11:03 Geithner 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 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.Short the CHF - Banking Secrecy Dead
Submitted by Bruce Krasting on 08/17/2009 - 19:25 The 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 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.
Flight to Quality Correlations
Submitted by scriabinop23 on 08/17/2009 - 11:01 Graphs 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 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...Distractions
Submitted by Nemo on 08/17/2009 - 03:22 More Aussie M&A and signs that China has a long way to go before sustainable growth is in sight
