Stock Market, Economics, Equity Analysis
Monthly Archives: February 2012
Feb09
I was originally going to write China "proposes" to hike the annual minimum wage 13% per year through 2015, but then I remembered this is China. Hence there is no Chinese GOP equivalent push back claiming raising the minimum hike…
Feb09
Back in late October we posted a story outlining who this Mario Draghi character was (p.s. another Goldman alum) [Oct 30, 2011: Who is Mario Draghi?] Many expected him to try to act "German like" to showcase he was not…
Feb08
While the market has advanced in very minute fashion this week, each day has been a grind. We've seen morning selloffs all three days, followed by afternoon rallies. Each morning the selloffs have become more pronounced in intensity. For those…
Feb07
It finally looked like some sort of selloff may occur this morning but ONCE AGAIN the "buy the dip" crowd was rewarded. At these levels of overbought I am now officially falling into the shocked camp that the same ploy…
Feb07
PIMCO's Mohamed El-Erian visited with CNBC this morning, and offered his usually interesting thoughts on the macro economy and investment themes. Interestingly, he touted precious metals in this interview (relative to equities) which is the first time I've really heard him…
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