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  • She - [Life]

    2009-12-12

    [本日志已设置加密]
    Tag:She
    Another 发表于16:00:00 | 阅读全文 | 评论 0 | 编辑 | 分享 0
  • Sunday AI: Unusual situations beget more unusual situations, be careful - [Business]

    2009-06-08

    Employment Report: 345K Jobs Lost, 9.4% Unemployment Rate by Calculated Risk, but better than expected

    Jobs and the Unemployment Rate by Calculated Risk, which job losses pattern will be for this recession? more like the 1990 and 2001's

    The Economist's house-price indicators by Economist, lower prices tempt buyers back into the most depressed markets, is it time to bargain hunting?

    Weekly Scoreboard by Between the Hedges

    Weekend Update by Tony Caldaro

    Monetary Policy is Loose — The Yield Curve is Steep by Apleph Blog, unusual situations beget more unusual situations, be careful

    石评大财经2009年06月04日 by YouTube, talks about the relationship between China and US

    Some before:

    Julian Robertson's Steepener Swap Play (Shorting US Treasuries)

    Is Your Portfolio Ready for Hyperinflation?

    Paul Tudor Jones II

    Michael Panzner doesn't think the hard times are over

    The Fall of the Mall

    Eight Notes on the Actions of the US Government on the Economy

    Supply, demand, and the price of oil

    The Economist food-price index: Creeping up

    Some Cautionary Thoughts about Wind

    How I'm Investing Now

    Tag:Sunday AI
    Another 发表于10:47:06 | 阅读全文 | 评论 0 | 编辑 | 分享 0
  • Monday AI: Reflation Trade Portfolio - [Business]

    2009-05-26

    GM Bondholders watching Chrysler Bankruptcy by Calculated Risk, GM will likely file for bankruptcy by next Monday?

    Eddie Lampert Heads Into Memorial Day A Happy Man by Bespoke, super star - Sears

    Weekly Scoreboard* by Between the Hedges

    Weekend update by Tony Caldaro

    The Reflation Trade Portfolio by IndexUniverse, an interesting portfolio to keep in your radar

    Yale’s Swensen Recommends TIPS to Hedge ‘Substantial Inflation’  by Bloomberg, David Swensen again, so listen to him

    The ‘38th Parallel by The Big Picture

    Five Questions to Ask Yourself Before Any Trade by Minyanville, which is one of my favorite site, talks about the art of money management

    Number-crunchers needed by The Economist, check where accountants are most in demand, leave US, and go to Asia and LatAm

    Surviving Uncertainty: A Few Tips by Lane Wallace, the only thing we have to fear is fear itself

    Vitamin D 'key to healthy brain' by BBC, enjoy the sun

    Tag:Monday AI
    Another 发表于10:54:08 | 阅读全文 | 评论 0 | 编辑 | 分享 0
  • Monday AI: SENSEX surged 17% - [Business]

    2009-05-18

    Indian markets surge on Congress victory by FT, India’s benchmark stock index surged 17 per cent on Monday

    Fed: Delinquency Rates Surged in Q1 2009 by Calculated Risk, more evidence of severe credit problems at the commercial banks

    Report: Goldman, Morgan Stanley, JPMorgan to Repay TARP by Calculated Risk, this news will boost the financial stocks

    Three Month Dollar LIBOR Falls to 79 basis points by Calculated Risk, big improvement from the credit market these days

    Blinder worried about a repeat of 1936 by Calculated Risk, concerns of a double dip recession

    Oil Seasonality by Bespoke, the price of crude oil has typically peaked in mid to late September

    Warren Buffett's Stock Holdings Outperform by Bespoke, Buffett's stock holdings have outperformed the S&P 500 this quarter by nearly 1,000 basis points

    Now vs. 1938 by Bespoke, if the S&P 500 were to have a similar rally off of its lows today, it would top out at 1,018.

    Dollar: Cautiously Bearish by Kathy Lien, the COT report is usually a good leading indicator of extremes or tops and bottoms in the currency market

    Weekly Scoreboard by Between the Hedges

    Weekend Update by Tony Caldaro

    When Did Your County's Jobs Disappear? by Chris Wilson, an interactive map of vanishing employment across the country

    Tag:Monday AI
    Another 发表于05:48:21 | 阅读全文 | 评论 0 | 编辑 | 分享 0
  • Friday AI: "New Channel" - [Business]

    2009-05-16

    Record Credit Card Defaults in April by Calculated Risk 

    Credit Default Index Breaks Support As Market Fails At Resistance by Bespoke, will the S&P follow the CDS Index to break out the resistance

    S&P 500 Financial Sector At Key Inflection Point by Bespoke 

    Yet Another Housing Headwind by ValuePlays, another wave of inventories set to hit the market from people wanting to sell their home

    Seven Things Consumers Are (Still) Doing by Real Time Economics

    10 Things You Need to Know About Coffee by LiveScience, interesting about coffee, both good and bad

    石评大财经2009年05月14日 by YouTube, great talks on the "New Channel"

    Tag:Friday AI
    Another 发表于08:35:58 | 阅读全文 | 评论 0 | 编辑 | 分享 0
  • Thursday AI: Yuan: the new reserve currency in the future? - [Business]

    2009-05-15

    Relative Strength: Sector Rotation in Motion by Bespoke, see how the sectors rotates in this rally

    Health Care Sector Long Term Cumulative A/D Line by Bespoke, an opportunity to buy health care stocks?

    The Almighty Renminbi? by Nouriel Roubini, Yuan: the new reserve currency in the future?

    An Interview with Charlie Munger by Calculated Risk, Mr. Munger's comments on the accounting and derivatives

    Berkshire Hathaway's Holdings by Value Expectations, take a look at what companies Buffect holds

    Tag:Thursday AI
    Another 发表于09:26:50 | 阅读全文 | 评论 0 | 编辑 | 分享 0
  • Monday AI: Wait, for the greater reward! - [Business]

    2009-05-12

    The Impact of Changes in the Saving Rate on PCE by Calculated Risk, with a rising saving rate suppressing PCE, the recovery should be sluggish

    To Be A Ford Dealer by Bespoke, about odds for the Big 3 US automakers bankrucptcy

    Oil and Stocks Trading Together by Bespoke, notice the correlation between the daily percent change of oil and the S&P 500 on a 50-day rolling basis increased

    Breaking Out Recent Commodities Moves by VIX and More

    Commodity ETF investors move significantly into natural gas by FT Alphaville, people are buying the natty

    Don't by The New Yorker, intelligence is really important, but it’s still not as important as self-control, wait, for the greater reward!

    Tag:Monday AI
    Another 发表于13:16:54 | 阅读全文 | 评论 0 | 编辑 | 分享 0
  • Sunday AI: Amazed by the bipolar outlooks of forecasters - [Business]

    2009-05-11

    A Return to Trend Growth in 2010? by Calculated Risk, just a few months ago, people were talking about a second Great Depression, and now some of them are talking about an immaculate recovery...

    Three Pictures from the April Employment Situation by Econbrowser, very good charts about the April Employment numbers

    Weekly Outlook by Between the Hedges, guide for the following week's event risks

    Weekend Update by Tony Caldaro, talk about the market from an elliott wave perspective and very interesting introduction about Bilderberg meeting

    Predict a milder sunspot cycle by Caveman Forecaster, hope not to start another "Maunder Minimum"

    Tag:Sunday AI
    Another 发表于12:51:59 | 阅读全文 | 评论 0 | 编辑 | 分享 0
  • Friday AI: Another Strong Week Overall - [Business]

    2009-05-09

    Employment Report: 539K Jobs Lost, 8.9% Unemployment Rate by Calculated Risk, another weak employment report and the decine pace slows again

    WSJ Report: Banks Negotiated Concessions on Stress Tests by Calculated Risk, so the problem could be severer

    Weekly Scoreboard by Between the Hedges, another strong week overall, value outperforms growth, watch Natural Gas and Banks, and Nasdaq looks not good

    The Coppock Guide is poised to give a bullish signal for the S&P 500 by Trader’s Narrative

    Jeremy Grantham on the sustainability of this rally by Clusterstock 

    A dozen rules for economists from David Rosenberg (Merrill Lynch) by Zero Hedge 

    Which countries have most elderly people? by The Economist, of course, Japan, by 2010, the old-age dependency ratio will be 73.8%, wow

    石评大财经2009年05月07日A:奥巴马外交政策与美国参数 by YouTube, excellent analysis on the success of America

    Tag:Friday AI
    Another 发表于12:50:05 | 阅读全文 | 评论 0 | 编辑 | 分享 0
  • Thursday AI: 十年磨一剑 - [Business]

    2009-05-08

    More Stress Test by Calculated Risk

    What would happen if we stress-tested the rest of the banks?  by DealBook

    What Sets ECB Apart from Fed and BoE? by Kathy Lien

    Today's Stock Performance by Bespoke

    Stocks Sharply Lower into Final Hour on Profit Taking, Higher Energy Prices, Rising Long-Term Rates by Between the Hedge

    大规模信贷资金进入股市将导致灾难 by 尹中立, it's a good reminder

    鲁豫有约20090506: 米勒: 十年磨一剑  by YouTube, an interview with "Michael Socfield"

    Tag:Thursday AI
    Another 发表于11:31:43 | 阅读全文 | 评论 0 | 编辑 | 分享 0
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最新日志

  • She
  • Sunday AI: Unusual situations beget more unusual situations, be careful
  • Monday AI: Reflation Trade Portfolio
  • Monday AI: SENSEX surged 17%
  • Friday AI: "New Channel"
  • Thursday AI: Yuan: the new reserve currency in the future?
  • Monday AI: Wait, for the greater reward!
  • Sunday AI: Amazed by the bipolar outlooks of forecasters
  • Friday AI: Another Strong Week Overall
  • Thursday AI: 十年磨一剑
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