Mar 16th, 2010 |
By Rob
As the ill-effects of a global financial crisis became evident to world leaders in late fall 2008, export driven economies with surplussed coffers of U.S. dollars did the obvious. They used the cash to stimulate their economies. In one specific nation, the Premier’s words fell like heavy boots on an ant hill, as decrees began to waterfall down from superiors to
[continue reading...]
Posted in Asia, Global Slice, Macro Analysis, Market Synopsis |
3 comments
Tags: cdo, cds, china, China asset bubble, China bubble, China decline, china demise, china fail, china failure, China GDP, China home prices 2009, china house price 2009, china overheating, china per capita gdp, China real estate, China real estate 2009, china stock market, china's debt, Chinese stocks, debt crisis, failing china, global economy, government debt, mbs, mortgage default, off balance sheet, profit
Jan 15th, 2010 |
By Rob
Crude Oil The oil issue has been speculative to this point. It's hard to argue against 90 dollar oil when we saw 145 in July 2008, but the fundamentals aren't congruent with the price growth we've seen and this trader finds it easier to argue FOR $60/ barrel oil. Crude supply in the U.S. remains
[continue reading...]
Posted in Banking, Commodities, Energy, Industry Analysis, Market Synopsis, Soap Box, Trade Strategy, U.S. |
No Comments »
Tags: BAC, cdo, consumer, crude oil, crude supply, DTO, fibonacci retracement, financials, GS, jpm, mbs, oil, Oil Price, SCC, SDS, SPX, SPY, USO
