The Credit Crisis Financial Stocks Short Journal

Discussion in 'Journals' started by Daal, Aug 14, 2008.

  1. I didn't see anything important in any of that, but then it's still being digested. To be honest, I can't imagine anything significant coming out of that.
     
    #2921     Dec 1, 2010
  2. Daal

    Daal

    Just finished the audio version of No One Would Listen by Harry Markopolos about Bernie Madoff, this is the sample chapter
    http://www.youtube.com/watch?v=LEHmnLxCroc&feature=related

    Very interesting book, no great trading lessons, but I couldn't stop listening to the story. Its amazing how Madoff survived for so long
     
    #2922     Dec 1, 2010
  3. Daal

    Daal

    The empire of WikiLeaks is crumbling, the .org domain is down(site is not opening), Assange seems to be days from being arrested
     
    #2923     Dec 3, 2010
  4. Daal

    Daal

    Interesting article on the EU
    http://baselinescenario.com/2010/12/02/imminent-eurozone-default-how-likely/

    Its an uncertain situation because they behave as if they wanted to bailout the nations no matter what(even making fiscal transfers) but at the same thing hint there might be restructuring. At this point its hard to say which one will win out, specially because if this 'veto' is used essentially it forced the person vetoing to most likely have to bailout their own banks and deal with a financial crisis
     
    #2924     Dec 3, 2010
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    #2925     Dec 3, 2010
  6. Daal

    Daal

    Growth of money aggregates in the euro area has been very weak
    https://stats.ecb.europa.eu/stats/download/bsi_m3contrib/bsi_m3contrib/bsi_m3contrib.pdf

    M2 grew 2.2% in 2009 and so far is 1.8% in 2010. Its amazing how Trichet brags about how his bond buying is not QE due sterilization. Their core inflation is at 1.1% yoy, they seem to be taking comfort on the fact that the headline figure is at target, not realizing that its mostly a oil move not good policy that made that happen
     
    #2926     Dec 3, 2010
  7. #2927     Dec 3, 2010
  8. #2928     Dec 3, 2010
  9. Shows why things start to get real serious if this thing move to Spain and/or Italy.
     
    #2929     Dec 3, 2010
  10. Daal

    Daal

    Wikileaks dropped by paypal pretty soon they might lose their bank account as well.
     
    #2930     Dec 4, 2010