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Wednesday, January 19, 2011

China's reserve ratio raising is finally starting to bite

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China recently raised the bank reserve ratio requirement again and it looks like this time it's really starting to bite. 7 day repo ra...
Friday, January 14, 2011

Reading list

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Some stuff I've been reading / watching David Einhorn video http://wealthtrack-appletv.blip.tv/file/4406653/    ht:  http://www.euro...
Tuesday, January 11, 2011

Portuguese recycling & Iceland recovery -- Why the Chinese and Japanese are buying EU debt

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The recent news of both China and Japan buying EU debt  provides a very interesting window into the various motivations of investors.  While...
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Thursday, December 30, 2010

Housing -- Been down so long, it looks like up to me

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The home market appears to be taking another leg down after the tax rebate induced spike earlier this year. More details on home prices ca...
6 comments:
Wednesday, December 29, 2010

Ahead of schedule PIIGS bond yields make new highs

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Ahead of schedule bond yields in the PIIGS of Europe have reached new highs.   'Risk Free' interest rates have risen as well since ...
Monday, December 27, 2010

Taking away the punchbowl one way or another, Chinese version

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The Chinese sense of humor was evident as they raised short term interest rates on Christmas Day by 25 basis points. ( Bloomberg ) What is i...
Thursday, December 23, 2010

Something to watch in the new year

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The year is wrapping up and the US stock market continues to grind higher in a Christmas rally. While the US is in a much calmer state as c...