Here is the thing, if the bond market sold off due the green shoot theory and risk taking returning to the extend that the stock market is correct...
buzzy, Krugman and Ferguson are on the SAME PAGE. They both say "the government can raise money till they can't", its just that they spend to much...
Man, the US government is raising money at 2-4% long-term rates, china only bought a fraction of the 2008 government issuance. The vast majority...
This guy is funny http://www.bloomberg.com/apps/news?pid=20601110&sid=aB_uQ8CODc9g
3 month growth of M1 at annual rates 4.1% 3 month growth of M2 at annual rates 2.6% Oh the horror
Here's some other elephants in the room that the stock market is ignoring. World trade seems to have stopped free falling...
Sometimes I wonder if I should short the GBP or buy the 10y US note or short the hungary fronit or do other exotic trades, in the end I dont think...
So if bonds were to put a big rally does that mean that Krugman is right and Ferguson wrong?I bet you would not allow yourself to have that...
Its not hard to find tech stocks that were up huge this year, not hard to find tech stocks that are down huge either
'Stock returns'(which is what matters for 99% of investors) recovered much earlier than 1954, deflation and dividends increased the purchasing...
Well I started to dig myself out of the hole today, I switched my 09 fed futures and pilled in 2010 ones, they had a nice gain today. If I'm right...
Coming to a bloomberg terminal near you "US stocks rally from steep losses after Sotomayor calls US stocks 'cheap' "
I didnt watch the market today but bloomberg reports it was Krugman's comment about the recession that created the late rally. You can't get a...
Now they are listening to paul's krugman economic forecast, but just the good stuff of course, the bad stuff gets ignored
I dont think market signals are particularly reliable right now, everyone is being affected by the green shoot virus, bad news are ignored(such as...
I covered C last week sickned by the borrow rates and the fact that this POS transaction wouldn't frigging close. Look for C to break the buck...
2008 showed that the fed cares about the core CPI and the economy first. Oil is likely to be ignored/faded by the fomc. The last two recessions...
Smells like total BS. The fed has never raised rates with rising unemployment, well except for Paul Volcker, and what will be the core CPI by year...
Caribbean sources are mostly hedge funds investing/trading US securities
And what does that say about anything going forward?Look at the VIX tumble and this rally, every investor, their mothers and their wifes dont...
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