I just had a quick meeting with a colleague of mine who is a meat broker. In particular he focuses on pork products and he’s been having a very slow summer. The prices for pork products are such that there is limited opportunity and the supply is also constrained.
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Amazing how the cost has spiked even higher than the worst we saw at the pinnacle of disaster in late 2008. CDS pricing to insure against default on the sovereign debt of the PIGS are skyrocketing.
The chart below provides a good view of just how bad it really is. Not...
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 ...
– Egotistical Narcissists as as the the Stupidity Police are not doing their job.
Chinese living in ROTTING properties
Some amazing technicals – historic in fact. WOW!
The lowdown on Pumpkin Spice latte.. Big Business!
PLUS we are now on Spotify and Amazon Music/Podcasts!
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DHUnplugged is now...
Interesting development with rates – first time in a very long time this happened.
YUAN moving – big change of trend
Big news from GM – or is it?
Stocks slump, bonds up – correlations normalize for once.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and Links
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