Posts Tagged ‘ mbs ’

Public Finance in China: The Lurking Costs of Growth

Mar 16th, 2010 | By Rob
Public Finance in China: The Lurking Costs of Growth

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
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Trading Notes: Crude Oil, Consumer, Financials

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
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Standing On The Pivot: The Past and Future U.S. Economy From A Housing Perspective

Nov 10th, 2009 | By Rob

Inevitably even the grizzlies have been watching economic indicators gaging the housing market “recovery”, as talk of a 2009 rebound in the United States has now been confirmed by 3.5% growth in the third quarter. Existing home sales bottoming, construction spending pulsing and extreme incentives for new buyers have sweetened the potential for a repeat of the 2004 housing recovery we all loved so well. Yet there remains the issue of magnitude, regarding a potential housing recovery, which may contrast that of 2004 a great deal, and could kill the lasting effects of a bottomed housing market on the broader economy. We will attempt to review and assess the American economy by result of the Housing Market from a historical and quantitative standpoint.