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Recent Posts
Meta
Monthly Archives: August 2011
Global Trend Indicators
(click here if tables are not observable)
Posted in Global Trend Indicators
Tagged bonds, CAC, Commodities, Crude Oil, DAX, Gold, Stocks
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‘Toon of the Day: Europe’s Imperial Couple
Only when the tide goes out do you discover who’s been swimming naked. – Warren Buffet (click here if cartoon is not observable)
Seriously? Swissie a Safe Haven During a Banking Crisis?
Here’s in an interesting chart, originally posted over at Zero Hedge, that makes us wonder do we really want to be long the Swiss franc during a European banking crisis? Note the chart may be a little dated, but we … Continue reading
Posted in Black Swan Watch, Currency, Sovereign Debt, Sovereign Risk
Tagged Bank Assets to GDP, European Banking Crisis, Swiss Franc
3 Comments
This Market Sucks – Going Fishin’
Fug this market. Nothing is working. You get long and lose money. You get short and lose money. You get flat and you lose purchasing power as the dollar melts and commodity staples rise. These are the kind of markets … Continue reading
Posted in Black Swan Watch, Commodities, Crude Oil, Economics, Gold, Sovereign Debt, Sovereign Risk
Tagged bonds, Equities, Gold, Macro Risks, Macro Swans
2 Comments
Gorbachev on the End of the Soviet Union – Der Spiegel
Great interview by Der Spiegel with Mikhail Sergeyevich on the final days of the Soviet Union. Click here for full interview. Here are a few nuggets: SPIEGEL: Perhaps you could fill us in on a detail from the decisive … Continue reading
Posted in BRICs, General Interest, Geopolitical, Politics
Tagged Der Spiegel, Gorbachev
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Apple cancels supply schedule of iPad 3 for 2H11 – Digitimes
Digitimes is reporting, US-based tablet PC players Apple has recently canceled its iPad 3 supply schedule for the second half of 2011, forcing other tablet PC brand vendors that are set to launch same-level product to compete, to follow suit … Continue reading
John Stewart on Ron Paul
Just in case you missed this. (click here if video is not observable)
The Book of (Steve) Job(s)
The front and back cover of Walter Isaacson’s new book on Steve Jobs due to be released on November 21st. The date was moved up from March 2011, our guess, to coincide with the iPhone 5 buying frenzy, though some … Continue reading
Great Escape: 63 M Spend 15 min per Day as Pretend Farmers
Cool infographic from the Atlantic on The American Identity According to Social Media. Americans are followers: Nearly half of all Americans are now members of at least one social network, double the proportion of just two years ago. Americans have … Continue reading
Posted in Charts, Demographics, Economics, General Interest
Tagged Farmville, Infographic, Social Media
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Dangerous Merkel-Sarkozy Spin
Interesting read by some traders on the Merkel/Sarkozy nonevent. Their take away is both leaders sent a message to the PIIGS to either get on board with fiscal adjustment or leave the Euro. Hmmmm. Now what would that do to … Continue reading
Posted in Black Swan Watch, Monetary Policy, PIIGS
Tagged ECB, Merkel, PIIGS, Sarkozy, Trichet
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