Monthly Archives: July 2011
HUSSMAN: THE MARKET IS IN A TOPPING PROCESS
Hussman is a bearshitter and will not give up his stance on the markets falling. His topping thesis could last for months. He expects volatility of 5-6% for 6-8 months.
Full article
Comments »GOLDMAN: LOWER INFLATION RISK CREATES HIGHER ODDS OF QE3
Moody’s Suggest The U.S. Eliminate a Debt Ceiling in its Entirety
This would help to lessen the worries over ceilings and potential defaults. In other words put on your drunken sailor hats folks.
Comments »Hasbro Reports a Blah Q, But Expects 2011 to Be a Good Year Overall
Phillips Experiences a Unexpected Loss on Weak Consumer Demand
Haliburton Sees a 54% Jump in Profits
HAL earned $0.81 per share vs consensus of $0.74 on revenues of $5.91 bn vs consensus of $5.74 bn. Profits and revs were had over higher oil prices and no real slowdown in U.S. drilling…..
Comments »Oil and U.S. Futures Fall on Debt Concerns
Credit Suisse Expects M&A Activity to Rev Up
Stock returns are outperforming borrowing costs and Credit Suisse feels this is a recipe for M&A activity. ROE compared to capital expenditure and hiring rose 24%. Should we celebrate ?
Comments »European Markets Fall to the Tune of 1-1.5%
European markets fall on debt woes, but Trichet says the woes will be cured ith “determination”…
Comments »Aussie Bonds Fly High on Safety
Apparently bond yields blew out for retail stocks and mall owners following a horrible consumer data point. Aussie government bonds did the opposite and climbed on safety.
Comments »EU Bank Stress Tests Show Banks Need to Raise $113 Billion +
and that’s what they are admitting too right now. Some how i feel it will be more given the accuracy of any governments math.
Comments »Gold Becomes The Spotlight Amid U.S. Debt Ceiling and EU Bailout Folly
A Bright Future
If true, and i believe it to be so since Tesla had plans like this 100 years ago, it will change energy consumption for ever.
Can’t wait for the independent report….
[youtube:http://www.youtube.com/watch?feature=player_embedded&v=ckNHr74C_9c 450 300] Comments »Another Facet to Default in Europe
The recent round of stress teats reveal massive exposure to normal garden variety loans that may or may not pan out depending on the fate of the economy. It is not the style of loans, but rather the exposure if perilous times.
Comments »Fitch: Expect Chinese Burrito Fraud to Continue
Fitch notes that investor confidence will affect funding no matter the true quality of the company and no matter the ratings put on them by agencies. Also they expect to see a call to higher international accounting standards.
Comments »Global Investor Confidence Falls to 2009 Levels
EU AKA Germany Still Scrambling for a Greek Debt Solution on a Sunday Afternoon
Germany pressed on Sunday for private investors to step up to the plate and shoulder the burden.
Bank stress tests further complicate the Greek situation
Comments »
