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- From Cautious Optimist To Skeptical Pessimist
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slump itself and the pace of deterioration these past few months is both unmatched in a quarter of a ... have been flat to lower in 2012 , having only recouped around a quarter of the losses suffered in the ... time is different we are sure...?] Turning to trade , the annual growth of container ...
Story - Tyler Durden - 12/02/2012 - 13:29 - 21 comments - 0 attachments
- Guest Post: Let's Stop Fooling Ourselves: Americans Can't Afford the Future
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quarter of all Americans have more credit card debt than money in the bank. Considering the fact that ... college diploma isn't a smart trade-off. A number of today's graduates will be finally paying off their ... If you can trade labor for learning, you may be able to avoid some or all of the excessive time and $ ...
Story - Tyler Durden - 03/12/2013 - 16:00 - 219 comments - 0 attachments
- Norfolk Southern, Adobe Cut Outlook
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actual trade are important. Print on, and BTFD! From the release : Norfolk Southern Corporation (NSC) announced that third quarter 2012 earnings are expected to be in the ... compared with third quarter 2011. Fuel surcharge revenues are anticipated to be approximately ...
Story - Tyler Durden - 09/19/2012 - 15:19 - 54 comments - 0 attachments
- So Much For "Restoring" Confidence: Benchmark 3 Month Euribor Wider Post Stress Test
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their US equivalents, which trade on nothing but machine language momentum, European stocks, on a day ... Looks like even an perfectly inefficient market wont fall for the same Geithneresque ruse twice in a ...
Story - Tyler Durden - 07/26/2010 - 04:33 - 17 comments - 0 attachments
- David Rosenberg - "Let's Get Real - Risks Are Looming Big Time"
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the ledge. On the other hand, they don't call it the pain trade for nothing. From Gluskin Sheff ... trend in core capex orders on a quarterly basis ... the pace has slowed now for six quarters in a row . The peak was 20.8% in the second quarter of 2010, but then again, that comparison ...
Story - Tyler Durden - 02/14/2012 - 20:29 - 76 comments - 0 attachments
- CAPE, Tobin q, Imply Market Is 48% Overvalued
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overvalued based on CAPE and 50% overvalued based on q. Incidentally, this makes perfect sense: when the FNM ... It is not a stretch to see how the computerized trading brigade has made a comparable valuation ...
Story - Tyler Durden - 06/16/2010 - 16:56 - 24 comments - 0 attachments
- Banks Warn Bernanke Of The First Two Bubbles: Student Loans And Farmland
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things. It's a trade-off. You give up a little nutrition to get food year round. Sure, I'd love ... industry) was consequently taken over by the drug trade. THe process isn't that far from the first American ... oxymoron. There is no market for student debt. It isn't freely traded. Its a little like gold and Mr. ...
Story - Tyler Durden - 05/08/2013 - 08:49 - 118 comments - 0 attachments
- As If A Million HFT Frontrunning Voices Cried Out And Were Suddenly Silenced: Fannie And Freddie To Delist From The NYSE
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levels, curing deficiency." How about the decision is based on the requirement to not trade ... reported previously, the FRBNY is perfectly ok with even taking bankrupt stocks as collateral in the ...
Story - Tyler Durden - 06/16/2010 - 07:21 - 46 comments - 0 attachments
- Lacy Hunt: Cyclical Hurdles For A Highly Over-Leveraged Economy
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first quarter and then gradually strengthen through the rest of the year. This is absolutely wrong. ... therefore, an increase in taxes in first quarter will show up as a hit to economic growth in later quarters ... operative since private debt to GDP in the U.S. was 260% of GDP as of the fourth quarter of 2012. ...
Story - Tyler Durden - 05/07/2013 - 17:14 - 26 comments - 0 attachments
- Sell In May, Go Away - There Is Still Time
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it. I am sure all the market making equity desks had another perfect week trading! The funding story ...
Story - Tyler Durden - 05/28/2010 - 08:01 - 26 comments - 0 attachments
- Guest Post: GDP - The Warning Signs From Exports
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look at the recent release of the first estimate of third quarter GDP for 2012. The headline release ... quarter growth rate of 1.3%. For the third quarter the contributions to the percentage change in ... international trading partners - primarily in the Eurozone and China. Not surprisingly we saw a decrease of ...
Story - Tyler Durden - 10/27/2012 - 20:19 - 78 comments - 0 attachments
- Days After Freezing Prices, Argentina Bans All Advertising
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24pc and tightening trade barriers, than remain in crisis-hit Spain. ... Europeans invented everything, while we Asians perfected what you invented!" Oh, how the mighty have ... friend said it best like this: 'You Europeans invented everything, while we Asians perfected what you ...
Story - Tyler Durden - 02/09/2013 - 11:17 - 246 comments - 0 attachments
- Confused By The Market? Here Is What The Smart Money Is Doing
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Fund Trend Monitor quarterly for the past six years and analyzed constituent-level portfolio holdings ... (smallest positions) turned over 41%. Since 2001, quarterly turnover of fund positions averaged 35%, peaking ... VIP basket since inception in 2007 (18 quarters). AAPL, GOOG, MSFT, QCOM, and CVS have ranked among ...
Story - Tyler Durden - 02/26/2012 - 13:31 - 92 comments - 0 attachments
- Guest Post: You Know You're Not Living In A Free Country When...
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of their own society . They understand their role perfectly, and they enjoy what they do. ... treatment and no quarter from us. As America faces down wave after wave of fiscal difficulties, a ...
Story - Tyler Durden - 01/29/2013 - 19:43 - 247 comments - 0 attachments
- Frontrunning: Tax Day
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prosecutors examine trades by Galleon in bank's shares as investigation widens (WSJ) The rumors were spot on: ... restrictions blasted by banks who thing 100x leverage is perfectly acceptable, anything less and the ...
Story - Tyler Durden - 04/15/2010 - 07:39 - 19 comments - 0 attachments
- "Mutual Fund Monday" Update: 16 Out Of 17 Winning Mondays; Two Standard Deviation Event
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Statistically, this is even nuttier than Goldman's Q2/Q3 2009 profitable trading days. At 94%, we are two ... perfectly reasonable market performance? It is time for Nassim Taleb to denounce the statistical wackyness ...
Story - Tyler Durden - 04/05/2010 - 17:24 - 24 comments - 0 attachments
- The Unbearable 'Factual' Lightness Of The Chinese Economy
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priced in." Given a picture paints a thousand words, Asian trade volumes have ended their rebound and ... its shares hit their lowest ever level when it indicated it was actually trading at a loss. On ... from ‘at least 50 vessels per day’ to ‘only one?quarter of that capacity’ so far this month. ...
Story - Tyler Durden - 07/30/2012 - 11:02 - 41 comments - 0 attachments
- Stephen Roach Says It's Time To "Take Out The Baseball Bat On Paul Krugman"
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perfectly solvent and that unless somebody bails him out (ignore the lack of logic for a second), he will ... deficits to import surplus savings from abroad and run massive trade deficits to attract the capital... ...
Story - Tyler Durden - 03/18/2010 - 22:11 - 46 comments - 0 attachments
- On The Stupidity Of Sell-Side Analysts
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digging into the numbers, (hint - if Einhorn did it, it can be done] every single analyst was perfectly ... exceptions) and spin it in to some sort of positive case, just so the firm's sales and trading operation could ...
Story - Tyler Durden - 03/12/2010 - 15:45 - 17 comments - 0 attachments
- Guest Post: The Myth Of U.S. Energy Independence
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tied to a very profitable trading / hedging operation. They should have cut their losses on the ... Houston's best is W&T Offshore ( WTI ) -- and it's a heartbreaker. Currently trading at a $14 handle, ... currency, which is at death's door as the BRICS and half the world join bi-lateral trade agreements ...
Story - Tyler Durden - 04/02/2013 - 20:52 - 109 comments - 0 attachments
