-
[本日志已设置加密]
-
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?
Michael Panzner doesn't think the hard times are over
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
-
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
-
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 pointsNow 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
-
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"
-
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
-
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!
-
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"
-
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
-
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 LienToday'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"







