Profiting from long term trends I
In the first part of a new series we will focus on two related long-term trends, economic growth and the expansion of the middle class.
The numbers do not always add up
The US, the place of origin of the housing and credit market that now haunt other economies and markets, turns out to be surprisingly resilient. There are a number of […]
Where is the money going?
That was the end of a previous entry on Thursday. Now, this actually turns out to be an important question in more than one aspect. The US economy might depend […]
And suddenly, it’s a good news show, how curious..
It almost seems as being orchestrated. A chatarsis of market mayhem and scary news, followed by.. a bright new shiny day. It seems too good to be true, or is […]
Naked shorting comes under pressure
The SEC is closing in on a profitable loophole for many a hedgefund..
Some contrarian news. Optimism is still alive..
Not everybody is swayed by the extraordinarily difficult economic circumstances in the US, apparently. Some contrarian views..
$500 Oil?
Yes, you read that right, some are predicting it, and one very smart economics professor argues it wouldn’t be the chatastrophe one might be inclined to think it is in […]
Credit crisis mark II, re capitalizing the banking system has a long way to go
The credit crisis, which seemed to have been halted by the Fed’s rather spectacular rescue operation of Bear Sterns, is far from over. Many banks, and investment banks need money, […]
A nice rebound. Will it last?
t might for a while. But have we seen the bottom? Probably not, there will come some retesting pretty sure, although this offers a little bit of a trading opportunity
Are we close to the bottom?
Well, some people seem to think so, and we think that we’re at least due for a little bear-market rally. It would be the other side of the coin of […]