Monthly Archives: January 2013

Positive vs Normative Trading

Love this…. Hat tip JFinDallas at StockTwits! (click here if video is not observable)

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Weekend Lecture: Demystifying the Chinese Economy

London School of Economics Speaker: Professor Justin Lin Chair: Professor Danny Quah Recorded on 18 December 2012 in Old Theatre, Old Building. Justin Yifu Lin is the former World Bank Chief Economist and Senior Vice President, Development Economics. In his … Continue reading

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Daily Interest Rate Monitor – January 11

(click here if table is not observable)

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U.S. Equity Sector ETF Weekly Performance – January 11

(click here if charts and table are not observable)

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Weekly Eurozone Watch – “Positive Contagion”

Key Data Points German 10-year Bund 5 bps higher; France 1 bp wider to the Bund; Belgium 9 bps tighter; Ireland 9 bps tighter; Italy 13 bps tighter; Spain 17 bps tighter; Portugal 12 bps tighter; Greece 50 bps wider; … Continue reading

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CES 2013: Highlights of the Day – WSJ

Today at CES showed us Samsung’s new flexible phone (which is also a tablet), Whirlpool’s new high-tech fire pit, and more. Take a look at some of Thursday’s highlights from the show in Las Vegas. (click here if video is … Continue reading

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Would A Trader Buy This Chart?

Note the bottoming of the M1 money multiplier after its long secular decline.  The multiplier is effectively the ratio of money created by the banking system (deposits) vs. money created by the central bank (reserves). It collapsed and fell to … Continue reading

Posted in Monetary Policy | Tagged , | 4 Comments

Ireland Eyes Bailout Exit

Thank goodness Ireland didn’t cave into German and French pressure to raise their corporate tax rate.  We were emphatic back then they not give in to the Eurocrats (see here). Last week’s Economist gave a nice overview of the “fitter … Continue reading

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Daily Interest Rate Monitor – January 10

Note the big move down in Italy and Spain’s bond yields. LONDON, Jan 10 (Reuters) – Spain’s benchmark bond yields fell to 10-month lows on Thursday after Madrid kicked off its challenging 2013 funding programme with a strongly bid auction … Continue reading

Posted in Italian Yields, Italy, Spain | 1 Comment

CES 2013: Highlights of the Day – WSJ

Today at CES showed us an iPad-controlled air drone camera, a paper computer, the Pebble smart watch, Motorhead-branded headphones, and more. Take a look at some of Wednesday’s highlights from the show in Las Vegas. (click here if video is … Continue reading

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