What we’re reading and looking at to inform our opinion and strategy..
- The US mortgage mess
- An interesting hedged long position
- Cotton, another soft commodity hitting new highs
- Bank’s bonus policies fail to curb risk
- One way to profit from rally in Chinese shares
- Mother of all rallies in rare earth elements (REE)
- And China’s strategic position in these
- Another take on this
- VIX/VXV ratio at an all time low
- Trader Mark back into Trina Solar (TSL)
