SubscribeVideo: Is this Rally for Real
April 26, 2009
Barron’s Big Money poll of money managers. I would say that I am hearing the same thing all over the place. I am not arguing these points…. yet..
Canceling Oil Speculation
April 25, 2009
Here is a shot in the back to all of these that traded and profited from the speculative run up in oil. I know what you are thinking…. “What speculative run-up? I thought they said it was supply driven!”
Just posted on Bloomberg: — OPEC and 13 Asian countries may call for measures to curb speculation in crude oil to prevent a surge in prices once the global economy recovers from the worst recession since World War II.
Ministers participating in an energy roundtable in Tokyo may seek increased oversight of over-the-counter Read more
Report: S&P Sector Performance
April 25, 2009
Here is a detailed look at the performance for the S&P 500 and the underlying sectors. It is amazing to see so many green in only 6 or 7 weeks. An amazing change of direction….
Click to download (pdf)
Foreign Holders of U.S. Treasury Debt
April 24, 2009
We have all heard that there is a great deal of U.S. debt owned by China and other Asian countries, but here is the breakdown of over $3 trillion that is on loan to the world. Obviously Ben and the team need to keep a lot of people happy and are continually juggling the needs of America with the concerns of the world. Read more
Video: Only a small light at the end….
April 24, 2009
Here is a depressing discussion regarding the depth of the problems in Europe.
Is it me or is the Wall Street Journal turning decidedly negative?
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