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Fast Money: Will Obama Spoil the Party?
What President Obama should do next for the economy, with Barry Ritholtz, FusionIQ. Wed. Sept. 1 2010 | :42:.../finances-opinions/fast-money-will-obama-spoil-the-party.html
Via: The Big Picture,
Posted: 2010-09-02
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Scientists: Dispersants May Delay Recovery of the Gulf By Years ... Or Decades
→ Washington’s BlogThe government and BP claim that the combination of Corexit and crude.../finances-opinions/scientists-dispersants-may-delay-recovery-of-the-gulf-by-years-...-or-decades.html
Via: zero hedge,
Posted: 2010-09-02
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Why Record Stock Correlations Are An Adverse Feedback Loop To Market Participation
The ongoing retail abandonment of stocks is well into record territory, which may occur for any of a variety o.../finances-opinions/why-record-stock-correlations-are-an-adverse-feedback-loop-to-market-participation.html
Via: zero hedge,
Posted: 2010-09-02
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One Swallow Doesn’t Make A Summer, But…
by Edward HughWell, as we all well know one swallow doesn’t make a summer, and one data point doesn’t swin.../finances-opinions/one-swallow-doesnt-make-a-summer-but….html
Via: Credit Writedowns,
Posted: 2010-09-02
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Guest Post: Oil’s Out -Find Out What’s In
Submitted by Marin Katusa of Casey ResearchOil’s Out -Find Out What’s InThe International Energy A.../finances-opinions/guest-post-oils-out-find-out-whats-in.html
Via: zero hedge,
Posted: 2010-09-02
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Personal Bankruptcy Filings: Down from July, Up from August 2009
Note: The number of filings is volatile month to month - and August is frequently a bit lower than July.From t.../finances-opinions/personal-bankruptcy-filings-down-from-july-up-from-august-2009.html
Via: Calculated Risk,
Posted: 2010-09-02
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Media Appearance: CNBC’s Fast Money (9/01/10)
> Tonite I will be on Fast Money on CNBC at 5:30pm discussing the next NFP, Tax Cuts, and big Infrastructur.../finances-opinions/media-appearance-cnbcs-fast-money-9/01/10.html
Via: The Big Picture,
Posted: 2010-09-01
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TCW Explains Why The Double Dip Has Arrived
A week ago TCW's chief economist announced he would hold a presentation for clients explaining why the Double.../finances-opinions/tcw-explains-why-the-double-dip-has-arrived.html
Via: zero hedge,
Posted: 2010-09-01
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Bloomberg’s Tom Keene: Radio guy, Raconteur, Blogger
In addition to everything else he does — Bloomberg Surveillance, Bloomberg on the Economy, etc — T.../finances-opinions/bloombergs-tom-keene-radio-guy-raconteur-blogger.html
Via: The Big Picture,
Posted: 2010-08-31
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Not Content With France, Now It’s Poland Too!
by Edward HughNot only is the French economy the grateful recipient and beneficiary of sustained German export.../finances-opinions/not-content-with-france-now-its-poland-too.html
Via: Credit Writedowns,
Posted: 2010-09-01
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RANsquawk Market Wrap Up - Stocks, Bonds, FX etc. – 01/09/10
.../finances-opinions/ransquawk-market-wrap-up-stocks-bonds-fx-etc.-–-01/09/10.html
Via: zero hedge,
Posted: 2010-09-01
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U.S. Light Vehicle Sales 11.5 Million SAAR in August
Based on an estimate from Autodata Corp, light vehicle sales were at a 11.47 million SAAR in August. That is d.../finances-opinions/u.s.-light-vehicle-sales-11.5-million-saar-in-august.html
Via: Calculated Risk,
Posted: 2010-09-01
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IMF Sees G7 Net Debt At 200% Of GDP By 2030; 441% By 2050
The IMF has issued a series of papers today whose sole purpose is to assuage fears that the world is headed fo.../finances-opinions/imf-sees-g7-net-debt-at-200-of-gdp-by-2030-441-by-2050.html
Via: zero hedge,
Posted: 2010-09-01
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Why The "World Is Down, But Far From Out" Even If It Is Worse Than You May Have Believed Originally
The man who back in May wrote "Why the world is better than you think", only for the world to turn out about a.../finances-opinions/why-the-quotworld-is-down-but-far-from-outquot-even-if-it-is-worse-than-you-may-have-believed-originally.html
Via: zero hedge,
Posted: 2010-09-01
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Wolfgang Munchau Has It (More or Less) Right
by Edward HughWell, having just posted a lengthy study of the German economy on this blog, I started to lazily.../finances-opinions/wolfgang-munchau-has-it-more-or-less-right.html
Via: Credit Writedowns,
Posted: 2010-09-01
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Ireland Seeks To Extend European Commission Bank Guarantees As Top Banks See €25 Billion In Maturities This Month
Even as the melt up continues with the US economy double dipping, things in Europe are just getting plain wors.../finances-opinions/ireland-seeks-to-extend-european-commission-bank-guarantees-as-top-banks-see-€25-billion-in-maturities-this-month.html
Via: zero hedge,
Posted: 2010-09-01
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Intraday Market Commentary From Stifel Nicolaus - September 1
From Stifel Nicolaus' Elliot SparBuyers got control from the get go today and the better than expected ISM dat.../finances-opinions/intraday-market-commentary-from-stifel-nicolaus-september-1.html
Via: zero hedge,
Posted: 2010-09-01
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The Odd Couple
by Edward HughThe modern world moves at a breathtaking pace, even when most of us find ourselves on holiday. N.../finances-opinions/the-odd-couple.html
Via: Credit Writedowns,
Posted: 2010-09-01
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Goldman Sachs Burnishes Its Tarnished Reputation
Goldman feels heat in suit vs. Dollar ThriftyNew York Post By JOSH KOSMAN.../finances-opinions/goldman-sachs-burnishes-its-tarnished-reputation.html
Via: Goldman Sachs Information,
Posted: 2010-09-01
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Lax Basel III Rules to Spur Further Bank Consolidation, Meaning More TBTF?
The “lax” is clearly a tad inflammatory, but tweaks in Basel III rules to allow dubious quality it.../finances-opinions/lax-basel-iii-rules-to-spur-further-bank-consolidation-meaning-more-tbtf.html
Via: naked capitalism,
Posted: 2010-09-01
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Guest Post: Flight to Mystery
Submitted by EconotwistFlight to MysteryAssets managed by European UCITS III funds have increased to $52.3 bi.../finances-opinions/guest-post-flight-to-mystery.html
Via: zero hedge,
Posted: 2010-09-01
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Lax Basel III Rules to Spur Further Bank Consolidation, Meaning More TBTF??
The “lax” is clearly a tad inflammatory, but tweaks in Basel III rules to allow dubious quality it.../finances-opinions/lax-basel-iii-rules-to-spur-further-bank-consolidation-meaning-more-tbtf.html
Via: naked capitalism,
Posted: 2010-09-01
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Spain’s Unemployment Continues To Rise
by Edward HughSpain’s EU harmonised seasonally-adjusted unemployment rate (which is the interesting number).../finances-opinions/spains-unemployment-continues-to-rise.html
Via: Credit Writedowns,
Posted: 2010-09-01
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Bank CDO Self-Dealing (And Modern Stock Trading) For Dummies
Miss out on ProPublica's must read piece on self dealing in CDOs (which is currently translating to comparable.../finances-opinions/bank-cdo-self-dealing-and-modern-stock-trading-for-dummies.html
Via: zero hedge,
Posted: 2010-09-01
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Intraday Divergence Hits Crazy Pills Level
The below chart shows all three key correlation metrics relevant to today's market: ES, AUDJPY (or FX carry),.../finances-opinions/intraday-divergence-hits-crazy-pills-level.html
Via: zero hedge,
Posted: 2010-09-01
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Rosenberg On The Visible Hand Of Central Planning
So you thought communist states go down without a fight? Wrong: here is Rosenberg who explains why both China.../finances-opinions/rosenberg-on-the-visible-hand-of-central-planning.html
Via: zero hedge,
Posted: 2010-09-01
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SSTF June Trading Report
The SSTF has (finally) released its June trading results. June is a big month for the Fund. Every June they a.../finances-opinions/sstf-june-trading-report.html
Via: zero hedge,
Posted: 2010-09-01
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Some comments on August ISM Manufacturing Index
The Institute for Supply Management reported this morning that the PMI increased to 56.3 from 55.5 in July. Ex.../finances-opinions/some-comments-on-august-ism-manufacturing-index.html
Via: Calculated Risk,
Posted: 2010-09-01
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Pop! Back Into the Trading Range
I have recently been complaining about the excessive bearish sentiment. Whether it was Tony Robbin’s eco.../finances-opinions/pop-back-into-the-trading-range.html
Via: The Big Picture,
Posted: 2010-09-01
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RANsquawk US Afternoon Briefing - Stocks, Bonds, FX etc. – 01/09/10
.../finances-opinions/ransquawk-us-afternoon-briefing-stocks-bonds-fx-etc.-–-01/09/10.html
Via: zero hedge,
Posted: 2010-09-01
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The Great Global Macro Experiment, BoomBust Cycles, and the Refusal to See the Truth: Bubble Economics in the Mainstream Media
Back in September of 2007 when I was preparing to launch a hedge fund, I came up with this interesting name f.../finances-opinions/the-great-global-macro-experiment-boombust-cycles-and-the-refusal-to-see-the-truth-bubble-economics-in-the-mainstream-media.html
Via: zero hedge,
Posted: 2010-09-01
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A Look At Micro PE Firm 3G Which Hopes To LBO Burger King
The fund expected to be LBOing $2.4 billion Burger King is heretofore completely unknown PE firm 3G (dyslexic.../finances-opinions/a-look-at-micro-pe-firm-3g-which-hopes-to-lbo-burger-king.html
Via: zero hedge,
Posted: 2010-09-01
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General Motors: Sales off sharply from August 2009
Note: Sales in August 2009 were boosted by "Cash-for-clunkers". From MarketWatch: GM August U.S. sales down 2.../finances-opinions/general-motors-sales-off-sharply-from-august-2009.html
Via: Calculated Risk,
Posted: 2010-09-01
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JPM Securities Converts From Corporation To LLC, As Chris Whalen Discusses Why Prop May Contribute Far More To JPM's Top Line
An interesting tidbit in today's FRBNY Primary Dealer announcement, which discloses a curious development: JPM.../finances-opinions/jpm-securities-converts-from-corporation-to-llc-as-chris-whalen-discusses-why-prop-may-contribute-far-more-to-jpm-s-top-line.html
Via: zero hedge,
Posted: 2010-09-01
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Goldman's Take On The ISM Number, Which Leapfrogged The Top Of The Economist Expectations Range
The ISM Number of 56.3 came higher than the top of the range of what every single economist had been predictin.../finances-opinions/goldman-s-take-on-the-ism-number-which-leapfrogged-the-top-of-the-economist-expectations-range.html
Via: zero hedge,
Posted: 2010-09-01
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GM Reports 21.9% Adjusted Decline In August Car Sales, Estimate At -19%, Just In Time For IPO
GM sold a total of 185,176 cars in August, a decline of 24.9% from the 246,479 from August of last year (altho.../finances-opinions/gm-reports-21.9-adjusted-decline-in-august-car-sales-estimate-at-19-just-in-time-for-ipo.html
Via: zero hedge,
Posted: 2010-09-01
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The Joy of a Salesman
NSFW Being a salesman is the ultimate career. Especially when you get to deal with bosses like this one. (If y.../finances-opinions/the-joy-of-a-salesman.html
Via: The Big Picture,
Posted: 2010-09-01
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ISM Manufacturing Surges At 56.3 On Expectations Of 52.8, 55.5 Prior
Since bad news are great news, great news should be bad news, as all talk of QE2 on September 21 can now be sh.../finances-opinions/ism-manufacturing-surges-at-56.3-on-expectations-of-52.8-55.5-prior.html
Via: zero hedge,
Posted: 2010-09-01
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Chris Whalen Comments On JPM Prop Trading As Firm Converts From Corporation To LLC
An interesting tidbit in today's FRBNY Primary Dealer announcement, which discloses a curious observation: JPM.../finances-opinions/chris-whalen-comments-on-jpm-prop-trading-as-firm-converts-from-corporation-to-llc.html
Via: zero hedge,
Posted: 2010-09-01
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Construction Spending declines in July
Note: the ISM PMI increased to 56.3 from 55.5 in July (I'll have more later).Overall construction spending dec.../finances-opinions/construction-spending-declines-in-july.html
Via: Calculated Risk,
Posted: 2010-09-01
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BofA Lowers Its GDP Forecast, As Goldman Stops Short Of Calling FOMC Bunch Of Liars, Sees QE2 In As Little As Three Weeks
A month ago, we took aim at Bank of America economist Neil Dutta, whose consistently bullish exhortations were.../finances-opinions/bofa-lowers-its-gdp-forecast-as-goldman-stops-short-of-calling-fomc-bunch-of-liars-sees-qe2-in-as-little-as-three-weeks.html
Via: zero hedge,
Posted: 2010-09-01
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On critiquing Obama’s economic policy and other links
Critiquing Obama’s economic policyHow Obama Got Rolled by Wall Street – NewsweekFT.com / Columnists /.../finances-opinions/on-critiquing-obamas-economic-policy-and-other-links.html
Via: Credit Writedowns,
Posted: 2010-09-01
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Watch Dick Fuld Lie Live And Commercial Free
The FCIC's daily mouthful-and-a-half matine titled "Too Big to Fail: Expectations and Impact of Extraordinary.../finances-opinions/watch-dick-fuld-lie-live-and-commercial-free.html
Via: zero hedge,
Posted: 2010-09-01
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USDCHF In Free Fall, Approaches Parity As Hungary Cries Uncle, The Global QE Monster Stirs, And LBMA Provisionally Nukes Gold
Another ridiculous market reaction following the ADP read today, when the AUDJPY initially dropped, only to se.../finances-opinions/usdchf-in-free-fall-approaches-parity-as-hungary-cries-uncle-the-global-qe-monster-stirs-and-lbma-provisionally-nukes-gold.html
Via: zero hedge,
Posted: 2010-09-01
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Attention RE Agents: NAR Spin is Counter-Productive !
We have had a god-awful run of Housing data. New and Existing Home Sales, Defaults and Foreclosure data, even.../finances-opinions/attention-re-agents-nar-spin-is-counter-productive.html
Via: The Big Picture,
Posted: 2010-09-01
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Daily Highlights: 9.1.2010
Asian stocks rise on China manufacturing, Australia's growth; Yen weakens.Australian economic growth accelerat.../finances-opinions/daily-highlights-9.1.2010.html
Via: zero hedge,
Posted: 2010-09-01
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