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 , , , , | 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 , , , , | 4 Comments

Euro Trashed

As we posted last week,  Enter French Politics (and Dutch). (click here if video is not observable)

Posted in Black Swan Watch, Euro, Global Stock Performance, Global Trend Indicators | Tagged , , , , | Leave a comment

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 , , | 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)

Posted in General Interest, Video | Tagged , | 3 Comments