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Recent Posts
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Tag Archives: Merkozy
Issues in the French presidential run-off
(click here if video is not observable)
Posted in Black Swan Watch, Euro, Politics
Tagged France, Hollande, Merkozy, Presidential Election, Sarkozy
Leave a comment
Sell in May?
We don’t know. What we do know: 1) May has bad seasonals as illustrated in the chart by our good friends at the Chart Store; 2) Apple, the leader of 2012, is trading like dog dirt after the huge pop … Continue reading
Posted in Apple, Charts, Equities
Tagged Apple, Market Seasonals, Merkozy, PMIs, Sell in May
4 Comments
Euro Trashed
As we posted last week, Enter French Politics (and Dutch). (click here if video is not observable)
Spread Compression in Europe
Not enough, surely some of it engineered, but moving in the right direction. Some of the move has been the rise in the German 10-year yield. Look at the big move in France-Germany, now below 100 bps. The big … Continue reading
Posted in Black Swan Watch, Bonds, Euro, Sovereign Debt, Sovereign Risk
Tagged European Debt Crisis, Merkozy, Sovereign bond spreads
1 Comment
Margin Call in Theatres Tomorrow
And maybe to a market near you if Merkozy can’t get it together……… (click here if video is not observable)