Debt Delusion
Tuesday, 10 November 2009
1930s Vs Today: Lots To Worry About
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I have written an article about the similarities between now and the great depression, which I will post at a later date. However, for now, ...
1 comment:
Tuesday, 3 November 2009
Dow 3,000 On Its Way
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Everything I look at tells me the bear-market rally in global and emerging market equities is over. Any rallies should be used as an opportu...
Wednesday, 21 October 2009
Debt-Deflation Still In Play
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What will be the main trend in US equity markets and the dollar over the next 6 months? 1) Dollar Strength & Equity Strength. Probabili...
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Monday, 19 October 2009
PBOC Backing Itself Into A Corner
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While the Chinese Composite may be lagging in this global equity market frenzy, Chinese economic data is certainly fuelling it. Last week’s ...
Sunday, 11 October 2009
What's Behind The Stock Market Rally?
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The above is a chart I found over at Jesse's Cafe Americain, a good blog. It shows how the current equity rally is been dirven by moneta...
1 comment:
Saturday, 10 October 2009
Australia: Hiking Rates… But For What Reason?
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The Reserve Bank of Australia (RBA) hiked interest rates on Tuesday, from 3.00% to 3.25%, in what appears to have marked the first act of mo...
Saturday, 3 October 2009
Nikkei: Structural Bear Beats Cyclical Bull
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After breaking through support the Japanese Nikkei index looks under serious pressure, with 9,700 the next level to watch. Fundamentally, th...
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