Month: April 2009

Video: Is this Rally for Real

Barron’s Big Money poll of money managers. I would say that I am hearing the same thing all over the place. I am not arguing these points…. yet..

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Canceling Oil Speculation

Here is a shot in the back to all of these that traded and profited from the speculative run up in oil. I know what you are thinking…. “What speculative run-up? I thought they said it was supply driven!”

Just posted on Bloomberg: — OPEC and 13 Asian countries may call...

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Report: S&P Sector Performance

Here is a detailed look at the performance for   the S&P 500 and the underlying sectors. It is amazing to see so many green in only 6 or 7 weeks. An amazing change of direction….

Click to download (pdf)

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Foreign Holders of U.S. Treasury Debt

We have all heard that there is a great deal of U.S. debt owned by China and other Asian countries, but here is the breakdown of over $3 trillion that is on loan to the world. Obviously Ben and the team need to keep a lot of people happy and...

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