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Finance

The T-Bill Mystery Solved?

Jul 02, 2010 at 10:02 | Dave Forest

I mentioned a couple of weeks ago about some odd happenings in the T-Bill market. Between June 1 and 14, yields on the four-week Treasury fell off a cliff. Diving…

The Multiples Myth

Jul 02, 2010 at 08:12 | Mad Hedge Fund Trader

I am getting tired of the endless procession of permabulls who keep insisting that at a 13 times multiple, the S&P 500 is cheap. The last time I heard this…

Financial Reform has More Holes than Swiss Cheese

Jul 02, 2010 at 08:09 | Mad Hedge Fund Trader

Whew! That was close! After 18 months of threats, saber rattling, and posturing about the demise of the competitiveness of the American banking system, we finally have a financial reform…

What is the Bond Market Really Telling Us?

Jul 01, 2010 at 09:17 | Mad Hedge Fund Trader

Everywhere I turn these days, I hear a rising clamor and rancor to cut the spending that is creating deficits that will lead to the death of us all and…

The Tea Leaves for China Look Ominous

Jun 29, 2010 at 22:52 | Mad Hedge Fund Trader

The truly significant move in the capital markets last night was the atrocious performance of the Shanghai market (FXI), which plunged 3.4%. The index is now off more than 30%…

The Informational Advantage - What do you Know that Other People Don’t

Jun 29, 2010 at 11:35 | Dave Forest

Bank of Japan Deputy Governor Kiyohiko Nishimura discusses "informational advantage" this week at the Lujiazui Forum on economics and finance in Shanghai: "In my understanding, the Volcker Rule [proposed legislation…

A Grim Week for the "V" Crowd

Jun 28, 2010 at 11:25 | Mad Hedge Fund Trader

Even the most optimistic permabulls have to be rethinking their scenario after looking at writing on the wall that is so obvious, they can see it with their own blinkered,…

Why 12 is a Scary Number

Jun 25, 2010 at 12:27 | Dave Forest

$12 billion is 1.1% of $1.127 trillion. These are important numbers. And the gap between them is even more critical. According to testimony by U.S. Treasury Secretary Tim Geithner before…

Where's the Great Treasuries Collapse?

Jun 24, 2010 at 15:05 | Dave Forest

Despite all the talk that foreigners (China, Japan, et al.) will flee U.S. government bonds, the market remains stubbornly buoyant. Last week we got the latest numbers on foreign buying…

The Value Player's Take on BP

Jun 22, 2010 at 23:39 | Mad Hedge Fund Trader

OK, I promise I won't talk about BP again until the stock breaks one way or another. But no sooner do I put out the call to buy the pariah…

Here Comes the Double Dip in Housing

Jun 21, 2010 at 11:24 | Mad Hedge Fund Trader

The great thing about the residential real estate market is that it floods us with tons of hard data. The bad news is that all of these tea leaves have…

How US Job Losses Will End

Jun 18, 2010 at 09:20 | Mad Hedge Fund Trader

I am not in the habit of regularly lifting data out of the Wall Street Journal, but even a blind squirrel occasionally finds an acorn. I was tempted by the…

Here Comes the Bathtub Economy

Jun 17, 2010 at 11:05 | Mad Hedge Fund Trader

Goldman Sachs' chief US economist, Jan Hatzius, can articulate my own view of the economy better than I can, so I will just repeat what he said yesterday. The boost…

What's the T-Bill Market Saying?

Jun 17, 2010 at 08:57 | Dave Forest

There have been some odd happenings in the T-Bill space recently.Security yields can tell you a lot about what's happening in a market. And sometimes, what's about to happen.…

Is it Time to Buy British Petroleum?

Jun 16, 2010 at 16:54 | Mad Hedge Fund Trader

The daily spill estimate has been ratcheted up from 1,000 barrels a day to 35,000, and now 60,000! Fitch downgraded its debt a stunning six notches from AA to BBB.…

India’s Booming Economy Showing No Signs of Slowing

Jun 14, 2010 at 08:28 | David Caploe PhD

India's economy grew at its fastest pace in six months in the quarter through March 2010, fuelled mainly by government and consumer spending, which is expected to allow policymakers to…

China’s exports Jump in May - But it’s Not All Good News

Jun 11, 2010 at 08:18 | Dave Forest

The good news, apparently, is that Chinese exports are up. Bloomberg reported this week that a rally in oil and metals prices was triggered by news of an export jump…

Hedge Funds Crash in May

Jun 10, 2010 at 14:18 | Mad Hedge Fund Trader

Hedge funds suffered a disastrous month in May, showing an average 3% decline in net asset values, and some funds like Eddie Lampert's ESL Investments got clocked for a 15%…

Where to Play the Dead Cat Bounce in Europe

Jun 10, 2010 at 08:28 | Mad Hedge Fund Trader

The currency is in free fall, and the continent is about to enter a new dark age, as enforced deleveraging brings economic collapse and widespread civil unrest. To me, this…

Goodbye BRIC, Hello N-11

Jun 09, 2010 at 12:37 | Mad Hedge Fund Trader

Jim O'Neill, the clever Goldman Sachs analyst who came up with the term "BRIC" a decade ago, has cooked up a new, catchy investment theme. Get ready for the "N-11",…

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