Imagine if there is no build this Q, this market might go into a free fall
Alan Greenspan is suggesting inflation goes to 10% if the fed fails to raise rates and unwind its balance sheet in time. It goes to 3% for a while...
It seems that a ton of people are betting on this. I heard that funds like pimco have tons of corporate contacts so they can check how things are...
heh, I'm heavly long the mid 2010 expirations, now if they only cut those interest on reserves to zero... I'm hoping Obama appoints Janet Yellen,...
Credit standards are being tightened even more http://www.federalreserve.gov/boarddocs/snloansurvey/200908/charts.pdf Once those charts reach...
Banks dont want to lend and people dont want to borrow http://www.federalreserve.gov/boarddocs/snloansurvey/200908/charts.pdf
Looks like Cuomo governor campaign is running quite well
I totally can see this market turning around and posting new highs, however after doing my homework here and coming up with all the arguments, if...
Fed just extended the TALF "To promote the flow of credit to businesses and households and to facilitate the financing of commercial properties,...
A suppose another argument is -"Government stimulus will keep coming, unemployment benefits, tax cuts, government spending,etc. This will boost...
Whats the bullish argument for US equities here?Here are a few ones -"Trendfollowing, this market has been going up and up, this wont stop now"...
Add one more reason to the avalanche of arguments on why the fed wont move rates soon(6-12 months) CPI inflation highly tied to housing through...
Interesting data from John Hussman "Similarly, the price-to-revenue ratio on the S&P 500 at the end of recessions has been about 40% lower than...
This might be a good guide for whats coming for US equities. Shangai Comp Index:...
S&P is fairly valued in a forward operating V shaped recovery earnings scenario otherwise we are going down hard
CIT had $75b in liabilities and it seems its failure would not be a big deal. $500m in liquidity needs is nothing
Here's why I dont beat myself too much over my put buying in late Mar/Apr which resulted in large losses(But that never threated my networth...
CPI negative, Core CPI yoy 1.5% and the trend is down. Just got to laugh of all the folks talking about exit strategies
Back in the black for the year. My fed futures position is making my PnL quite swingy. Yet I'm still considering more adds(you are supposed to add...
If this happens it will be probably in the 'beginning in 2012' sort of BS
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