Contributing Editors' Blog Entries
Of Course Clean Up Workers Can't Find the Oil ... BP Used Dispersants to Temporarily Hide It, So Now It Will Plague the Gulf For Years
Submitted by George Washington on 07/27/2010 - 19:32 headlines Mexico University of California Everything's been solved!!!! (Oh, wait ...)- Comments: 56
- Reads: 3,431
Admiral Allen Says Gas Seep is from the Rigel Gas Field ... Did BP Accidentally Tap Into the Rigel Gas Field?
Submitted by George Washington on 07/27/2010 - 14:22 Crude Crude Oil Florida Mexico Natural Gas NOAA Transocean White House It is better to raise the hypothesis that the BP oil well is interacting with the Rigel field and have it debunked - or confirmed - than not to discuss it at all ... especially since Thad Allen has raised the issue himself. Better yet, BP should answer Congressman Markey's questions, so that we don't have to speculate. (I know that it's a tough concept: actually responding to the demands of a U.S. congressman, but - hey - it would be good pr ...)- Comments: 68
- Reads: 10,592
Here’s More Proof of the Sheer Lunacy of the European Bank Stress Tests: Passed Banks are Already Trying to Collect on Defaulted Claims of European...
Submitted by Reggie Middleton on 07/27/2010 - 13:32 Bank Run Barclays Bond China Credit Suisse Creditors default Deutsche Bank ETC European Central Bank Fail goldman sachs Goldman Sachs Greece Gross Domestic Product Hungary Iceland International Monetary Fund Ireland Japan Kuwait Middle East NPAs Portugal Quantitative Easing Sovereign Debt Sovereign Default Sovereign Risk Sovereign Risk Sovereigns Transparency Unemployment United Kingdom European banks are already struggling to collect from fellow defaulted, sovereign (allegedly) backed banks yet we are hearing that there is no need to model in default or restructuring in the European bank stress tests. Of Iceland, Greece, Portugal, Ireland and soon Hungary are all just one-off occurrences.- Comments: 34
- Reads: 4,482
Gold Technicals
Submitted by thetechnicaltake on 07/27/2010 - 12:29 This will be a comprehensive review of gold technicals utilizing the SPDR Gold Trust (symbol: GLD).- Comments: 57
- Reads: 6,980
Aussie Housing Bubble Blues
Submitted by Chris Pavese on 07/27/2010 - 09:09 Aussie Australia Gross Domestic Product Housing Bubble United Kingdom- Comments: 36
- Reads: 4,241
Confirmed: U.S. Fiscal Woe Is Worse Than Greece
Submitted by asiablues on 07/27/2010 - 08:06 Bond China Congressional Budget Office Greece Gross Domestic Product New York Times Rating Agency Recession recovery The U.S. is in worse fiscal shape than Greece measured by the fiscal gap--the present value difference between all future expenditures and receipts. Will America have a Greek style debt crisis?- Comments: 25
- Reads: 6,705
Pivotfarm Daily News Harvest 27th July 2010
Submitted by Pivotfarm on 07/27/2010 - 08:02 British Pound Case-Shiller Conference Board Consumer Confidence Equity Markets Housing Market Mexico Nikkei recovery Stress Test Asian equity markets were mixed last night, no real direction shone through. The Hang Seng was up +0.64%, while the Nikkei 225 was down -0.07%. · European equity markets are up today. The Stoxx Europe 50 was up +1.2% at 0730ET. The FTSE 100 is up +0.83% at the same time. · Commodities are mainly up this morning. Brazilian export problems push sugar to a 4 month high. Oil is trading slightly above $79 while Gold is struggling below $1200 as the risk appetite rises.- Comments: 2
- Reads: 912
The New Deflation
Submitted by madhedgefundtrader on 07/27/2010 - 06:19 Bond China CPI Saudi Arabia University of California In the new deflation, the value of our income falls, while the prices of things we need to buy are going through the roof. Burning our candles at both ends. Rampant wage deflation means that recent graduates have a grim choice between taking a poorly paid job, or no job at all.- Comments: 76
- Reads: 5,932
On the Cusp of a Global Bond Hiccup?
Submitted by Leo Kolivakis on 07/26/2010 - 22:33 Bond Equity Markets Global Economy Institutional Investors Japan Middle East Netherlands Recession recovery World Trade With global economic activity picking up steam, and global equity markets humming along, the only question I have is how long before we see a significant backup in global bond yields? More importantly, are pensions and other institutional investors prepared for a big bond hiccup? We'll find out soon enough.- Comments: 10
- Reads: 3,460
Two Reports from CBO
Submitted by Bruce Krasting on 07/26/2010 - 21:06 Congressional Budget Office fixed Gross Domestic Product Japan Mexico Not much in the markets to write about. I need a crisis. Waiting for that to happen I focus on the CBO.- Comments: 7
- Reads: 2,596
Plausible Oil Spill Scenario: Underground Blowout and Mudflow
Submitted by asiablues on 07/26/2010 - 19:30 Mexico My discussion with an oil industry veteran engineer to shed some light on an apocalypse scenario at BP's Mcondo well- Comments: 11
- Reads: 3,999
All Throughout Last Year and During the Inflation/Deflation Camp Debates, I Warned of the Risks of Stagflation. Did I Have a Point?
Submitted by Reggie Middleton on 07/26/2010 - 13:42 Bureau of Labor Statistics China CPI Fail Financial Management Service Housing Market Reality recovery Reggie Middleton Sovereign Debt Stagflation Unemployment Unemployment Benefits Unemployment Insurance Well, let's take a not so anecdotal peek at the numbers behind the numbers...- Comments: 25
- Reads: 4,707
Is China Entering “Buy” Territory?
Submitted by madhedgefundtrader on 07/26/2010 - 10:28 China Equity Markets Exchange Traded Fund Exxon GAAP Gross Domestic Product Hong Kong Japan Jim Chanos Real estate Renminbi Volatility Yuan Don’t missing the biggest economic opportunity of our lifetime. Quality growth Chinese stocks can be bought for price earnings multiples at 4-5 times, compared to an average 13 multiple for the S&P 500. You are already investing indirectly in the Middle Kingdom whether you realize it or not. Rising share prices fueled by the steroids of an appreciating Yuan can create a “J” curve effect for profits . An exclusive Interview with Jim Trippon of the China Stock Digest on Hedge Fund Radio.- Comments: 26
- Reads: 4,000
Pivotfarm Daily News Harvest 26th July 2010
Submitted by Pivotfarm on 07/26/2010 - 09:06 British Pound China Equity Markets Mexico Natural Gas New Home Sales Nikkei Stress Test Markets in a Flash · Asian equity markets made gains over night. The Nikkei 225 closed up 0.77% while the Hang Seng closed up 0.12%. · European equity markets are flat today and are fluctuating between gains and losses. The Stress test results of Friday do not seem to have brought much direction to the markets. · Commodities are mixed and Oil has fallen 0.84% today. Natural gas is also down on news of gas production in China.- Reads: 1,401
Matthew Simmons: Lightning Rod for Gulf Oil Controversy
Submitted by George Washington on 07/25/2010 - 21:32 Fail Kaufman KIM Lehman Mexico Natural Gas Newspaper NOAA SONAR Too Big To Fail University of California Wall Street Journal Let's refocus the discussion away from Simmons and towards the Gulf itself...- Comments: 112
- Reads: 11,826
