Monthly Archives: December 2010

Sometimes being really boring pays off. Sifting the data, reading the reports, spending hours getting the right information from sources you never knew existed. Things like that. Sometimes being boring pays off with a little bit of free entertainment. I … Continue reading

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Just … Wow.

Found a link on the Marginal Revolution blog to Economics of Contempt blog: http://economicsofcontempt.blogspot.com/2010/12/in-defense-of-dodd-frank-resolution.html (Here is the Marginal Revolution link: http://www.marginalrevolution.com/marginalrevolution/2010/12/one-paragraph-on-the-lehman-bankruptcy.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+marginalrevolution%2FhCQh+%28Marginal+Revolution%29 ) This is the money quote: To take one example: Lehman‚Äôs holding company (LBHI) filed for bankruptcy, but at … Continue reading

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Christmas holidays

Well, I’m on holiday for a week or so, as are many others. But the world doesn’t stop, and some of the better blogs/news/sources are not on holiday … thank goodness. Exchanges are mostly open (day off here and there, … Continue reading

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Speaking of magazine covers …. yikes!

Check out this post at The View From Blue Ridge blog: http://www.viewfromtheblueridge.com/2010/12/21/does-this-make-you-nervous/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+viewfromtheblueridge/JkgK+%28The+View+from+the+Blue+Ridge%29 The article refers also to a similar cover story in Barrons over the weekend. Are these two articles indicative of sentiment, and do they meet the magazine cover … Continue reading

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Where’s ya head at?*

Been reading through the blogs and found a lot of interesting articles in the last couple of days. Some are directly related to the markets, some indirectly. So, this is where my head’s at. Strategy & Tactics … from the … Continue reading

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Been a while

Good article on Califia Beach Pundit with his take on movements in the US government bond markets. http://scottgrannis.blogspot.com/2010/12/how-bond-market-vigilantes-work.html As part of the article he gives a quick overview of the various memes that are & were prominent in the markets … Continue reading

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Zombie Bears

Wednesday 01DEC2010 Barry Ritholtz wrote an amusing, but spot-on, article recently about the bears that will not die, the bears that cannot be killed, the Zombie Bears: Zombie Bears: Time to Admit the Recession is Over http://www.ritholtz.com/blog/2010/11/zombie-bears-time-to-admit-the-recession-is-over/ This is the … Continue reading

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