Monthly Archives: September 2011

Merkel Fading

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Robert Prechter: “Junk bond prices are going to go to zero.”

His predictions, advice and timing have always been tough to act and trade on and, like all of us, is wrong a lot.  But here’s the latest to feed your inner macro bear.  Roarrrrr!! (click here if video is not … Continue reading

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Charts of the Day: Asian-Americans Rising

Here’s a couple  interesting charts from the BLS, which are sure to raise some eyebrows.  We’d be careful about jumping to snap and simplistic conclusions about the data.  There are many complex factors that determine these outcomes, not the least … Continue reading

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The Real Oktoberfest – € 9 per liter

As the markets prepare for their Oktoberfest, which usually marks a seasonal low and the beginning of the traditional year-end rally, here is the real deal, folks!.   Oktoberfest opened in Munich with the city’s mayor tapping the first keg.   … Continue reading

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Apple Closes Over $400

Apple closed over $400 for only the second time in history.   The current market rally seems to be getting narrower and narrower with the large cap techs, such as Apple,  leading the way.  The stock, in our opinion, has the … Continue reading

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Angry Birds in China

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EcoFin Meets in Poland

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Posted in Black Swan Watch, PIIGS, Policy, Politics, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment

Apple Breaks Out, Gold Breaks Support

A quick update to our recent posts on Apple and gold.   Apple has broken out of its bullish pennant formation and looks poised to take out the July 26th all time high of $404.50.  This is a chip shot from … Continue reading

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Picture of the Day: Today’s Market Action

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Assessing the Risks of French Banks

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Posted in Black Swan Watch, Equities, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , | Leave a comment