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Category Archives: Uncategorized
Commodities close at eight-month high
The CRB index is now just 3.5 percent below the Jan. ’10 post-bubble high and, this, with crude down over 10 percent. Crude, heating oil, and natural gas make up about 18 percent of the index. Look for commodity … Continue reading
Stephen Colbert Testifies in Congress on Immigration
Stephen Colbert testified this morning to the House Judiciary Committee’s Subcommittee on Immigration . Checkout the video and note the different reactions from the Members versus their aides seated behind them. They were not amused. “…this is America! I don’t … Continue reading
Posted in Uncategorized
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Ding-Dong in Hong Kong! Is that a bell ringing?
We don’t really hang with the deflation crowd much, but a hard landing in China is the one scenario that keeps us up at night. China is the locomotive of the global economy and we monitor events there very closely. … Continue reading
Posted in Black Swan Watch, Uncategorized
2 Comments
QE2 leaves dry dock
By Boston Globe | September 2, 1992 BOSTON — With a thumbs-up from its captain and three cheers from its crew, the patched Queen Elizabeth 2 floated out of a South Boston dry dock yesterday and returned to sea, leaving … Continue reading
Posted in Uncategorized
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Medtronic sees deflation in device pricing…Is this so bad?
Beaker’s blog observes, The medical device industry is shifting and entering a period of deflation after years of rising prices. This according to Bill Hawkins, the CEO of Medtronic, who predicts the market prices for medical devices to decline 2 … Continue reading
Posted in Uncategorized
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QE2 to remain in the FED drydock
We expect nada from the Federal Reserve today. Very little has changed since the August 10 FOMC meeting other than the spike in commodity prices and the level of noise. Members will be hard pressed to find reasons to move, … Continue reading
Posted in Monetary Policy, Uncategorized
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Apple’s breakout lifts U.S. equities. Can the Shanghai follow?
Apple pierced its June 21 high of 279.01 closing up almost 3 percent to a new all-time high. The stock is up 18 percent in 19 trading days and the 14-day RSI is now above 77. History dictates AAPL should … Continue reading
Posted in Uncategorized
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“Yield Panic” in Pensions?
The global pension crisis will be one of the major economic/political issues of the next 10 years. We have seen the politics of pensions manifested on the streets of Greece and France this year. Bloomberg reports that Japan’s Government Pension … Continue reading
Posted in Uncategorized
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S&P500 and Shanghai Composite about to recouple?
The short-term divergence of the Shanghai Composite and S&P500 is creeping onto our radar as Chinese stocks experienced the largest weekly loss in more than two months. Fears of credit tightening have pushed the index to the lower end of … Continue reading
Posted in Uncategorized
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Corn Closes at $5.1325 bu, Up 58% Since Late June
The last leg of the market’s recent climb to 23-month highs has been fueled largely by the U.S. crop. On Sept. 10, the Department of Agriculture projected a yield of 162.5 bushels per acre, versus the 165 bushels estimated a … Continue reading
Posted in Commodities, Uncategorized
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