A couple of minor technical problems called “business” and “life” have now intruded on my increasingly bogged down publication schedule that, in the interest...
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Posts Tagged ‘ Observation ’
Hey, Germany: You Got a Bailout, Too – Bloomberg
Prudent Germany, the narrative goes, is loath to bail out freeloading Greece, which borrowed more than it could afford and now must suffer the consequences. Would it surprise you to know that Europe’s taxpayers have provided as much financial support to Germany as they have to Greece? An examination of European money flows and...
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A Wipeout in REO Recoveries on Horizon
Reuters is out with a story about the pipeline of 1.25 million neglected homes that are headed for auction this year. The inference of the article is that these homes will further depress the housing market. I have no quarrel with that observation, but the larger question is the large recovery losses on these properties....
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In Praise of Hedging
Hedging against catastrophic loss is common-sense, and becomes more so as risk rises.
As a general observation, those with less wealth tend to be unhedged and those with more wealth tend to be hedged. In other words, hedging matters. Hedgin...
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On Sentiment
It has been my observation over (sadly) a long period of time that when all of the “stars” line up and point in one direction, it’s often time to go in another direction. The commentary on the TV shows and newspapers is usually the last place one...
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The CERN experiments
As I had preciously suggested here and especially to one or two members privately, the CERN experimenters are now confirming publicly that they are proceeding to open out observations of tests they have been conducting that show some particles are trav...
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Market Last Hour Observation
Funny, isn't it? Several times over the last few weeks the market has fallen sharply during the final hour of trading. Whenever the market rallies in like manner before the close, the conspiracy theorists are all over it claiming M A N I P U L A T I O ...
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Will the "Real" GDP Please Stand Up?
June 2, 2011
Following the second update of Q1 GDP, which came in unchanged at 1.8, Rick Davis, the founder of Consumer Metrics Institute, posted an analysis of the update that included an interesting observation on the BEA technique for calculati...
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The American Prison State
It is time to take prisons seriously. The United States incarcerates more people than any country in the world today and throughout history. The financial costs are tremendous and rising. One in every one hundred Americans is jailed within this so-c...
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What’s Hated Most May Be a Contrarian Buy (U.S. Dollar)
What's the obvious contrarian trade? Long the U.S. dollar.
I've been discussing the U.S. dollar since January (Could the U.S. Dollar Rise 50%? January 12, 2011), based on a simple trading observation: it's the most despised investment on the pla...
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Eisen on natural gas and inflation…
Link
Let me take this opportunity to make an observation. When you watch a Bloomberg video that you like you look over to the right and find "Related Videos". They are not joking. Whatever algorithm they use to find them, it is exceptional.
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Russ Winter’s Actionable- The Nature Of One Trick Ponies
Christopher Thornberg has a chart presentation out and I have picked over some items for observation. One talking point of the bullish story is increasing exports. However, when one looks under the hood, and asks to whom, the answer is another one trick pony, China (second chart, YoY) . China, in turn has imported...
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David Frum: Repubs Should Admit that Krugman is Right
Krugman thinks we should tackle the debt and deficit problem later, when the economy is on more solid footing. He points to record-low interest rates as a sign that the world is still willing to lend us as much money as we want, practically for noth...
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