• Tim Knight from...
    02/06/2016 - 00:25
    What we must remember is this: we are in a bear market, and the risk of a countertrend rally is present, but confined. The opportunity on the downside movement dwarfs the risk of a push higher, as...

Contributing Editors' Blog Entries

Phoenix Capital Research's picture

Eating Humble Pie

Germany None   I gain nothing from pretending that I’m right when I’m not. And while I hate being wrong, I’m not going to ignore this fact and try to simply move on as though none of this has happened.  


Phoenix Capital Research's picture

If You Have Any Interest In Preserving Your Wealth, You Need to Use This Rally To Prepare

Capital Markets Central Banks CRAP Federal Reserve Greece Italy Reality The Big Lie   The reality is that we’re now facing a Crisis that will make 2008 look like a picnic. That Crisis will come when sovereign nations begin defaulting. The most likely candidate is Spain who refuses to ask for a bailout because it doesn’t want anyone looking too closely at its books because the entire Spanish baking system is insolvent beyond belief.  


AVFMS's picture

13 Sep 2012 – “ Sing, Sing, Sing " (Benny Goodman, 1937)

Across the Curve Apple Baltic Dry Belgium Borrowing Costs China Copper CPI CRB Fail Finland France Germany Greece Ireland Italy Netherlands Sing Sing Too Big To Fail Unemployment   OMT? Tick. Karlsruhe? Tick. ESM / EFSF com OMT up and running. Soon. Tick. QE3? Ok, maybe tonight. Half tick. What’s next? Banking Union? Pfff… Months away. Fundamental good macro news? Probably not tick. Spain situation? Waiting.  


williambanzai7's picture

IT'S ALMoST TiMe FoR QE PSYCHo!

Norman Bernanke: "I think I must have one of those faces you can't help believing."


rcwhalen's picture

Capital Bank Financial IPO: Where's the Alpha?

default Default Rate Institutional Risk Analytics Stress Test Rolling up community banks with mid-single digit ROEs and flat to up small revenue growth does not strike this analyst as a very compelling opportunity 


dottjt's picture

The Zero Hedge Daily Round Up #125 - 12/09/2012

Bill Gross China Today's ZeroHedge articles in audio summary! Video link now working! I apologise for the trouble!


williambanzai7's picture

CeNTRaL PLaNNiNG ToDaY (QE SPeCiaL)

Pumpin' iPhones...


Phoenix Capital Research's picture

The Central Banks Are Fast Running Out of Bullets

Agency MBS Bond Central Banks Federal Reserve Federal Reserve Bank Germany Global Economy Italy Reality St Louis Fed St. Louis Fed   So where does this leave us? Well, it’s highly unlikely the Fed will actually implement anything major this week. What we could see is a large, but hollow promise for action, much like the ECB’s promise of “unlimited” bond purchases based on certain “conditions” being met (an empty promise if ever there was one).


AVFMS's picture

12 Sep 2012 – “ Yes Sir, I Can Boogie " (Baccara, 1977)

B+ Baltic Dry Belgium Copper CPI CRB default Finland France Germany Greece Italy Japan Netherlands Whatever... Final sign off by Germany and an ESM start-up session for 08 Oct. Yes, Sir, I Can Boogie. Spanish aid “not urgent, given actual market levels”… No Boogie?


Burkhardt's picture

U.S. Markets Hang in the Balance

Ben Bernanke Ben Bernanke Initial Jobless Claims Quantitative Easing Reuters Federal Chairman Ben Bernanke made a strong case for more easing in his Jackson Hole speech last month so the outlook is positive. IF the Fed declines additional easing then it could send the markets into a tailspin especially due to the fact that the EU just got the “green-light” on the European Stability Mechanism (ESM) from the German courts.


testosteronepit's picture

The Pauperization Of America

China European Central Bank None Reality The unmentionable class, the class that doesn’t exist in America, is ballooning


williambanzai7's picture

SHoCK AND DRoNe...

Mission Accomplished...


dottjt's picture

The Zero Hedge Daily Round Up #124 - 09/11/2012

Crude Housing Prices Reality Trade Deficit Today's ZH articles in audio summary! "I remember 9/11 quite clearly. I was only a small tower at the time..." 8pm Everyday @ New York Time.


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