Financial Markets

Random musings on global financial markets, technology, physics and geopolitics

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Entries from November 2008

US Equity Markets – Week of Nov 24-28 2008

November 30th, 2008 · No Comments · Markets

The market has risen from the low of 739 . . .  suggesting a pullback in the next two weeks.

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Martin Eakes testimony on the real estate issues

November 25th, 2008 · No Comments · Markets

Martin Eakes’ testimony before the US Senate Committee on Banking, Housing and Urban Affairs in Washington is worth reading. Read full testimony here. Numerous legal and structural obstacles stand in the way of modifications. A recent Federal Reserve Staff Working Paper identifies a number of obstacles that limit the scale of modifications.14 These obstacles help […]

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Iraq – success ?

November 23rd, 2008 · 1 Comment · Geopolitics

An update, not tobe found with the “ole media”.  The report is here. 3. THE BOTTOM LINE: a. The United States is now clearly in the end game in Iraq to successfully achieve what should be our principle objectives: The withdrawal of the majority of our US ground combat forces in Iraq in the coming […]

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Peter Bernstein on stock and bond yields

November 23rd, 2008 · No Comments · Markets

 For long term investors, suggesting possibly a bottom in the equity market and a top in the US bond market ? With the US real economy being the uncertainty, being selective and making incremental/partial equity investments maybe a strategy at this time. Two Little-Noted Features Of The Markets And The Economy By Peter Bernstein   […]

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Nikkei 225

November 23rd, 2008 · No Comments · Markets

Nikkei 225 (Nikkei heikin kabuka 225) is a stock market index for the Tokyo Stock Exchange (TSE). It has been calculated daily by the Nihon Keizai Shimbun (Nikkei) newspaper since 1971. It is a price-weighted average (the unit is Yen), and the components are reviewed once a year. Currently, the Nikkei is used as the […]

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China and US Treasury Bonds

November 23rd, 2008 · No Comments · Markets

China and Japan continue to be the largest investors in US assets.  US treasury bonds ‘still the best option’ By Xin Zhiming (China Daily) Updated: 2008-11-20 09:46  China is likely to continue increasing holdings of US treasury bonds even after becoming the No 1 holder because it is the best way to deploy its $1.9 […]

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NYTimes

November 23rd, 2008 · No Comments · Technology

 Ole media struggling to re-invent itself – largely failing except Newscorp(Rupert Murdoch).  Seth Goldin, lives in upper Westchester, NY and writes the peice below; not new, well known to the technorati for almost 5 years. Watching the Times struggle (and what you can learn) – Seth Goldin Page by page, section by section, the influence of […]

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Nassim Nicholas Taleb

November 22nd, 2008 · No Comments · Markets

An interview with Taleb . . . see also his book in the Reading Section of this blog: From The Sunday Times June 1, 2008 Nassim Nicholas Taleb: the prophet of boom and doom When this man said the world’s economy was heading for disaster, he was scorned. Now traders, economists, even Nasa, are clamouring to […]

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US Equity Market – comparison of prior S&P500 crashes

November 20th, 2008 · 3 Comments · Markets

Courtesy of calculatedrisk : 

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Bloomberg

November 17th, 2008 · No Comments · Markets

THE MEDIA Bloomberg Without Bloomberg The industry may be retrenching, but Bloomberg News is expanding, bringing in big shots such as former Time Inc. chief Norman Pearlstine. As it looks to become the 21st century’s top news provider, its bizarrely scrappy culture-instilled by Michael Bloomberg and editor Matthew Winkler-may be written out of the story. […]

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