Month: February 2010

Debt Bomb – The “Enormous” Exposure to PIGS

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  ...

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Bond Bull Bubble is Ending…

The WSJ Video put this out. I am not quite sure that it provides enough data to help us understand that there may be a bursting-bubble in our near future. Interesting though..
Bond investors enjoyed stellar gains for several years but that’s about to end, says Kurt Brouwer, chairman of...

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The Week’s Hottest Reads on TDI

For the Week of February 15 – 21st, 2010. The week’s most read stories on The Disciplined Investor.com – in order of popularity. Want it faster? You can get instant updates via Twitter. Follow @andrewhorowitz.

1. Indicators We Are Watching Bullish Signals for Metals? (GLD) (SLV)

2. TDI...

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Links and Reading for February 22nd

Some of the more interesting and important items for February 22nd :

New credit card law kicks in — with many of the old problems – Sweeping regulations taking effect today were supposed to prevent banks from exploiting borrowers. But an array of fees and loopholes remain
Schlumberger to buy Smith...

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1Q 2010 GDP Forecast: Get Ready for … 1%

Modeling GDP from the various information that is available shows that we are on track for a disappointment. Much of last quarter’s was due to a rise in inventories. Now we are seeing just the opposite and the calculation of GDP is going down accordingly.

It is becoming more likely that...

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