Have You Seen U.S.A. CDS Risk Lately?
For some time we have been tracking the CDS of the PIIG nations. Of...
ARCHIVES
HOLY Claims Data!: What Happened To The Obama Jobs Agenda?
There is bad news and then there is this week’s Initial Claims...
Bond Bubble? Perhaps – Initiating Position in (TBT)
A speculative short of 5% or 10% synthetic position of the 2x...
3 Reasons We Are Staying Away From Most Banks
1. Do we need to say more about the housing market? It is in a...
China Cuts U.S. Treasury Holdings – Big Time !
While U.S. Treasuries are in hot demand, it appears that some of the...
Rosenberg – Video: Economic Cycle of Uncertainty
Uncertainty, Confusion and HUH! Here we go again… While they...
Links and Reading for August 17th
Some of the more interesting and important items for August 17th :...
Japan Cannot Allow Yen to Appreciate – Policy Action Awaits
For Japan, there are billions of reasons that the rise in the Yen...
Which Way is The “Smart Money” Going?
The Commitment of Traders or “COT” is often called the...
DH UNplugged #76 – A Wild and Crazy FED
Here is our latest conversation . new insights for anyone who...
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