Thoughts from the Frontline Weekly Newsletter What? Me Worry? by John Mauldin April 20, 2007 In this issue: What? Me Worry? Past...
If so, what do you think?
The annual "What People Make". HOLY SHIT!!!! How does the average American make it on the salary paid??? Yes, I am a bear but WTF?? This...
in the equities. http://www.futuresource.com/charts/charts.jsp?s=%25JY&o=&a=D&z=610x300&d=medium&b=bar&st= Nice pennant and now looks to be...
Can someone that has the data handy please post a chart or two of the "average" American household over the last 10 years or so, including...
is tonight a japanese holiday?
Contact John Mauldin Print Version Volume 3 - Issue 23 March 12, 2007 The Plankton Theory Meets Minsky By Paul McCulley...
Clearly, the explosion of exotic mortgages - sub-prime; interest only; pay-option, with negative amortization, et al - in recent years, as shown...
Citigroup has cited in a filing with the SEC that they have underestimated their exposure to the subprime lending market. Liabilities incurred by...
now tomorrow after retail sales disappoints it is round 2 of shellacking. The business cycle is complete and all rallies are to be sold. I will...
I am looking for the correct ratio to use to spread a 30 yr against a 2 year in bond futures. I like short term rates lower against long term...
February 12, 2007 Weâre Not Running Out of Gas, So Why Be Bullish? Ever since the December 27th low of $5.740, the market has had a nice...
In futures markets, capital gains are treated as 60% long tern/40%short term regardless of howw long held. My question to you equities guys is...
I Trade Commodities for a living and loosley follow individual stocks. I am itching like poison ivy to go short google via ATM put options....
Hard to argue this data. Enjoy.
Technically, the Dow looks similiar to the start of 2005. We had an impressive run of aprox. 12% from October of 2004 to the last day of December...
I know that bottom pickers usually wind up with stinky fingers but I have been patiently waiting to enter into this trade. I am talking about the...
Interesting Article on the retail sales data, I especially like the data on state tax receipts. Read the "Retail Sales Conundrum"...
Hearing a rumor from several sources that another large hedge fund made the wrong bet in natty. These guys piled on length from a much higher...
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