Contributing Editors' Blog Entries
Ontario Teachers' Bets on Gulf Spill Driller
Submitted by Leo Kolivakis on 08/04/2010 - 23:22 Brazil Mexico Paul Tudor Jones Transocean Volatility Ontario Teachers’ Pension Fund has shown it is not squeamish when it comes to risky investing. The pension fund has purchased a significant chunk of Transocean Ltd. the oil rig contractor involved in the explosion that led to the massive oil spill in the Gulf of Mexico. Is Teachers making the right call? I think so...- Comments: 15
- Reads: 2,834
IMF: U.S. Real Estate Sectors Could Bring Banking Crisis 2.0
Submitted by asiablues on 08/04/2010 - 22:05 Bank Failures Baseline Scenario Commercial Real Estate CRE CRE Federal Deposit Insurance Corporation Foreclosures Gross Domestic Product Housing Prices International Monetary Fund Output Gap Real estate RealPoint Recession recovery Regional Banks Sovereign Risk Sovereign Risk TALF TARP TREPP Unemployment The International Monetary Fund (IMF) stress tested 53 large banking holding companies, and concluded that despite restoration of some stability, there remain certain important risks to the U.S. financial system and economy mainly coming from the real estate sectors.- Comments: 2
- Reads: 4,444
Government Subsidies For Bloggers?
Submitted by Econophile on 08/04/2010 - 19:06 China Federal Reserve Federal Reserve Bank First Amendment Fourth Estate Fox News recovery The Fourth Estate Wall Street Journal I almost choked when I read Lee Bollinger's op-ed piece in the Wall Street Journal advocating public financial support of the mainstream media. This is the Lee Bollinger who is the president of Columbia University and was recently named Deputy Chair of the New York Federal Reserve Bank. It is unbelievable and irresponsible that anyone in his position could seriously advocate subsidies for the press.- Comments: 65
- Reads: 3,900
SSTF Annual Report to Congress – Advance Read
Submitted by Bruce Krasting on 08/04/2010 - 18:23 Gross Domestic Product Reality Recession Unemployment The report due out from the SSTF will get a lot of press. SS is up for cuts and this report lays it out. But we will get a "sunny" picture. What to expect:- Comments: 16
- Reads: 2,361
RIM.... Hmmm... Maybe RIP: Crackberries in the Smart Phone Wars...
Submitted by Reggie Middleton on 08/04/2010 - 10:20 Apple ETC Google Market Share Yeah, I said RIM was looking more and more like a short right before they released their new flagship product! So, after the release, should I change my mind?- Comments: 31
- Reads: 4,569
BP – Good News?
Submitted by Bruce Krasting on 08/04/2010 - 09:41 One to watch today.- Comments: 77
- Reads: 5,673
Pivotfarm Daily News Harvest 4th August 2010
Submitted by Pivotfarm on 08/04/2010 - 08:47 China Equity Markets Hong Kong Housing Market Mexico Nikkei Time Warner Markets in a Flash · Overnight Japanese markets closed lower. This may be as the JPY appreciated investors see exporters getting hurt. The Nikkei 225 was down -2.11%. · Equity markets in China and Hong Kong finished higher overnight. The Hang Seng index was up +0.43%, while the Shanghai index was up +0.44%. · European equity markets are down today but as trading continues they are starting to regain their losses. The Stoxx 50 is down less than -0.50%- Reads: 643
What Will the World Look Like in 100 Years?
Submitted by madhedgefundtrader on 08/04/2010 - 01:09 Afghanistan China Eastern Europe Fail Germany Global Economy Gross Domestic Product Hungary Iran Israel Japan Mexico New York Times Poland Recession recovery Sovereign Debt Turkey A geopolitical analyst’s view of the future. The Islamic assault on the West is failing. Chronic resource shortages could cause the Middle Kingdom to break up. Japan may invade China as early as 2030. The next Pearl Harbor could come from the moon. The militarization of space. The big challenge towards the end of the 21st century will be the emergence of a Hispanic nation in the US Southwest. An exclusive Interview with Dr. George Friedman of Stratfor on Hedge Fund Radio. (FXI), (RSX), (EWJ), (TUR), (EPOL)- Comments: 82
- Reads: 9,021
The Ideological Subversion of the Retail Investor Towards Monetary Enslavement
Submitted by smartknowledgeu on 08/03/2010 - 23:07 KIM Kool-Aid Purchasing Power recovery SmartKnowledgeU Below is a 3-part video series in which I discuss how bankers have used the concept of ideological subversion to brainwash hundreds of millions of retail investors into accepting harmful propaganda that allows them to build their bottom line at the expense of the investors while simultaneously convincing investors to ignore alternate behavior that would be beneficial to their financial welfare.- Comments: 35
- Reads: 5,836
Seven Faces of “The Peril”?
Submitted by Leo Kolivakis on 08/03/2010 - 22:29 Ben Bernanke Bond Copper ETC Federal Reserve Japan Lloyds Money Supply Purchasing Power Quantitative Easing Real estate recovery Reuters United Kingdom A discussion on the seven faces of "The Peril" and what more QE means for pensions.- Comments: 11
- Reads: 3,532
All 96 Cent Currencies go to a Dollar
Submitted by Bruce Krasting on 08/03/2010 - 17:49 Ben Bernanke Bond CDS Central Banks Crude European Central Bank fixed Gross Domestic Product Krugman QE-2 Reality Swiss Franc Unemployment Yen The EURDLR closed at 1.3225. Some blood on that price.- Comments: 44
- Reads: 6,137
Have we entered into a double-dip recession? I’ll answer my own question here, No!
Submitted by Reggie Middleton on 08/03/2010 - 11:31 Green Shoots Gross Domestic Product headlines Housing Market Recession recovery Stagflation Unemployment I query, have we entered into a double-dip recession? I’ll answer my own question here, No! The positive GDP prints and “green shoots” were the direct result of government bubble (re)blowing through fiscal and monetary stimulus, culminating in QE v1.5. As the effects wear off, we start to see were the economy really stands - and which economically and consumer sensitive sectors are flying on borrowed time.- Comments: 22
- Reads: 7,207
Apple at the Margin
Submitted by Reggie Middleton on 08/03/2010 - 11:16 Apple Google Market Share Reality If One Product Which Was Responsible for 70% of Your Earnings Was Under Assault by the Biggest Tech Companies In the World Through Potentially Better Products Entering Into an Economic Downturn, Would You Bet the Farm on That Stock at a rich PE?- Comments: 21
- Reads: 2,452
Raising the Red Flags on Commodity ETF’s.
Submitted by madhedgefundtrader on 08/03/2010 - 10:18 Bear Market Contango Copper Crude Exchange Traded Fund headlines Morgan Stanley Retail investors are getting fleeced when playing the agricultural and commodities ETF’s. A harsh lesson about contangos. An entire sub industry of hedge funds has arisen to take advantage of this spread, at the expense of the ETF investor. Morgan Stanley is now chartering more tankers to take delivery of crude than Chevron. Gaming the published “roll dates.”- Comments: 10
- Reads: 3,176
Macro Blues Overshadow Crude Oil
Submitted by asiablues on 08/03/2010 - 09:44 China Consumer lending Crude Crude Oil Foreclosures Free Money Gross Domestic Product OPEC Real estate Recession recovery Reuters Savings Rate TARP Unemployment Crude closes above $80 yesterday for the first time since May. However, a look at some fundamental and macroeconomic signals showed crude oil could be under increasing pressure, thus range-bound, through the rest of this year.- Comments: 1
- Reads: 1,576
