Month: August 2010

Links and Reading for August 20th

Some of the more interesting and important items for August 20th :

500 Internal Server Error – 500 Internal Server Error
China Threatened By Export Dependence After Surpassing Japan – Big country, big problems
Facebook Partnership Is Proven by $3,000 Check, Lawyer Says – The saga continues
U.S. Makers Top Car...

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Have You Seen U.S.A. CDS Risk Lately?

For some time we have been tracking the CDS of the PIIG nations. Of course as we all know, Greece is the straw that broke the Euro’s back.

Last month, we saw traders and investors relax a bit and now CDS rates/spreads are starting to climb. To be honest, we don’t...

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HOLY Claims Data!: What Happened To The Obama Jobs Agenda?

There is bad news and then there is this week’s Initial Claims report.

FIVE HUNDRED THOUSAND – 500,000?

Notice that the Labor Department explicitly said that there are no special factors playing a part in the data this week. So, again I ask is 500,000 the last of the big jumps or...

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DH Unplugged #77- Grim Prognostications Means Good News!

Here is our latest conversation . new insights for anyone who invests in anything. This week all sorts of people come out of the woodwork to predict gloom and doom. Why?

NEW! NEW! We are now tracking the idea stock that Andrew and John highlight in each episode. Here...

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Bond Bubble? Perhaps – Initiating Position in (TBT)

A speculative short of 5% or 10% synthetic position of the 2x Inverse of the Barclays Aggregate 20+ Year Bonds with ticker symbol (TBT) has been included in the portfolio.   We are currently seeing some of the highest bond prices and lowest yields since March of 2009 which is...

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