SubscribeDebt Bomb – The “Enormous” Exposure to PIGS
February 23, 2010
So, just how much exposure are we talking about here and who is at most risk? Clearly it is concentrated in the EuroZone and a major amount is slanted toward Germany and France.
The chart below helps to explain why both German and French leaders have been working so hard at calming investor fears as they are heavily loaded with the toxic sovereign debt. And now that we have moved Read more
Bond Bull Bubble is Ending…
February 23, 2010
The WSJ Video put this out. I am not quite sure that it provides enough data to help us understand that there may be a bursting-bubble in our near future. Interesting though..
Bond investors enjoyed stellar gains for several years but that’s about to end, says Kurt Brouwer, chairman of Brouwer & Janachowski and editor of MarketWatch’s Fundmastery blog. He talks with Money & Investing Editor Jonathan Burton.
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
The Week’s Hottest Reads on TDI
February 22, 2010
For the Week of February 15 – 21st, 2010. The week’s most read stories on The Disciplined Investor.com – in order of popularity. Want it faster? You can get instant updates via Twitter. Follow @andrewhorowitz. 
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
Links and Reading for February 22nd
February 22, 2010
Some of the more interesting and important items for February 22nd :
- New credit card law kicks in — with many of the old problems – Sweeping regulations taking effect today were supposed to prevent banks from exploiting borrowers. But an array of fees and loopholes remain
- Schlumberger to buy Smith Int’l for $11 billion – More consolidation
- Rate hike furor shows delicate task ahead for Fed –
- Treasuries Fall as Fed Lifts Discount Rate, Debates Asset Sales –
- Low inflation gives Fed room to keep rates down (AP) – Interesting…
1Q 2010 GDP Forecast: Get Ready for … 1%
February 22, 2010
Modeling GDP from the various information that is available shows that we are on track for a disappointment. Much of last quarter’s was due to a rise in inventories. Now we are seeing just the opposite and the calculation of GDP is going down accordingly.
It is becoming more likely that we will see a much lower print for the first quarter than the Read more
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