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Monday, October 26, 2009

Currency and stock market gyrations

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For those of you who happen to follow the markets every day, the last few sessions have been extremely odd.  I have some non equity concurre...
Friday, October 23, 2009

Fuel Substitution between energy types

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I was reading this article from Sober Look blog a few weeks ago and thought I'd investigate further into the ability to switch fuels fr...
Monday, October 19, 2009

Who is buying all the Treasury debt? a.k.a how bankers are bad traders

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Like a worldwide version of Where's Waldo,  a lot of people want to know who is buying all the US Treasury debt being produced by a yaw...
Friday, October 16, 2009

Hugh Hendry on Chinese Yuan, gold, stocks, potash, and agriculture

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It's a busy Hugh Hendry day.  Here's some video interviews from this morning. Hugh Hendry on Chinese Yuan (CNBC, 2009 October 16) ...
Thursday, October 15, 2009

Inflation update

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A little inflation update for you.  The CPI inflation numbers and its various components were released today.  Click on the picture at right...

Harley Davidson (HOG) strangeness

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I have a small short position in Harley Davidson (HOG) and their 3rd quarter earnings were released today.  The headline numbers were pred...
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Wednesday, October 14, 2009

Subprime housing mess 2.6

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As I have previously posted , the FHA (Federal Housing Administration)  is making loans that are rapidly going bad.  Here are some more d...