Tuesday, July 27, 2010

Daily Markets - Forex Trading: Eurozone M3 Money Supply Y/y

Daily Markets - Forex Trading: Eurozone M3 Money Supply Y/y

Forex Trading: Eurozone M3 Money Supply Y/y

Posted: 27 Jul 2010 01:02 AM PDT

Eurozone June M3 money supply came in at 0.2%; slightly better than the survey of -0.1% and prior showing of -0.2%. 
Private loans (y/y) were 0.3% versus the 0.2% estimate and 0.2% prior … [visit site to read more]

The “surprise” Reflation Trade?

Posted: 27 Jul 2010 12:26 AM PDT

A couple of weeks ago I wrote that war might be the surprise way for the US to dig itself out of a debt hole. After all, investors tend to care less about mundane things like debt service ratios when the shooting starts – and who knows what kinds of assets the winner may gain in a war?

The hawks circle
Avner Mandelman, who has been warning about the possibility of war, wrote on the weekend about the beat of war drums:

[L]ast month the U.S., British and French navies held an … [visit site to read more]

Forex Trading: Risk Appetite Rises Boosting Riskier Currencies

Posted: 26 Jul 2010 10:43 PM PDT

Risk Appetite Rises Boosting Riskier Currencies
The EUR once again reached above $1.30 on Monday after better than expected economic data from the US, and an advance in global equities, boosted demand for riskier assets. Gold continues to decline as market concerns ease and people turn away from safe-haven assets.
Economic News
USD - Dollar Declines on Renewed Risk Appetite
The US dollar declined against all of its major counterparts Monday following the release of better than expected US New … [visit site to read more]

Seth Klarman’s Book Recomendations

Posted: 26 Jul 2010 10:30 PM PDT

Seth Klarman

First off a big hat tip to Market Folly for giving me the idea, and the content for this article (this post will also be a permanent page of Value Walk on the top menu bar under books).
I cannot begin any article about Seth Klarman without stating he is one of the best investors ever. In addition, since he speaks so rarely every word he says is precious. That is why when Seth Klarman recently gave his book recommendations I took notice.
Klarman himself has written one of the … [visit site to read more]

Crude Oil Takes A Breath, Gold Probing Recent Lows

Posted: 26 Jul 2010 10:10 PM PDT

Crude oil is slightly lower ahead of tomorrow’s U.S. Consumer Confidence figures. The bias remains higher, but a bit of consolidation is possible before prices attempt to breach the psychological $80 level.
Commodities - Energy
Crude Oil Takes a Breath
Crude Oil (WTI)        $78.93       -$0.05        -0.06%

Commentary: Monday was a day of pause for crude oil, as the commodity finished literally flat. Equity markets, on the … [visit site to read more]

Put Your Rally Caps Back On: FIve Reasons The Long-Term Bull Market Rally Will Resume

Posted: 26 Jul 2010 08:46 PM PDT

“Many are wondering whether the bull market is back on or this is just a bear market rally. I believe we could be at another quality buying opportunity, not nearly the extreme of 2009, but a great chance to pick up stocks on a 10% discount. Below are my five reasons for being bullish,” continue … [visit site to read more]

Women Dominate Men In 7 Of 10 Graduate Fields, And Women Are Gaining On Men In All 10 Fields

Posted: 26 Jul 2010 08:06 PM PDT

The table above displays data from The Council of Graduate Schools for the average annual growth in graduate school enrollment by gender over the ten year period from 1998-2008 for the ten main fields of graduate study.  The bottom table above displays data for graduate school enrollment by gender in 2008.  

Not only do women outnumber men in graduate school overall by a ratio 143 females enrolled for every 100 males, but women outnumber … [visit site to read more]

Forex Trading: AUD/USD Continuing Higher

Posted: 26 Jul 2010 07:18 PM PDT

The AUD/USD pair broke the 61.8% retracement last week and the 200 day moving average the last session and is showing no signs of slowing in the near-term. The pair is approaching some resistance below the 91 handle, while it grinds higher against the resistance trendline, where a break of both could push the pair to retrace the April … [visit site to read more]

Stock Trading Strategy For Tuesday

Posted: 26 Jul 2010 07:01 PM PDT

You readers don’t need to tell me that stocks had another great run up today (Monday) with a strong finish. So, let’s go straight to where we ended, so we can try and come up with a strategy for tomorrow.

First, the S&P. I have been going on emphasizing the importance of 1115 on the S&P for the last two weeks now. In fact, I recently wrote a post titled - The importance of 1115. I won’t go into the importance of this level again so as not to bore the regular readers of this … [visit site to read more]

Confirmed: U.S. Fiscal Woe Is Worse Than Greece

Posted: 26 Jul 2010 06:44 PM PDT

Reading the annual Long Term Budget Outlook by the Congressional Budget Office (CBO) has become an increasingly depressing experience in recent years. This year seems even more so than ever.

The latest projection puts the federal debt rising to 62% of the nation's Gross Domestic Product (GDP) by the end of the year (from 40% pre-crisis), the highest percentage since just after World War. (See Graph)

Despite the gloomy projections, many economists seem to agree that a Greek style debt … [visit site to read more]

Continuing Consumer Contraction Points To Accelerating Double Dip

Posted: 26 Jul 2010 03:22 AM PDT

2nd quarter earnings are certainly coming in stronger than expected and our equity markets are having a strong rebound this month. Are these earnings reflective of real underlying strength in the economy or corporations that are now operating more efficiently?
Has our economy hit a soft patch? Is it declining? Are we rebounding from a recent downturn? Might we experience a real double dip?
The initial reading of 2nd quarter GDP is due this Friday. To say that it is highly anticipated would be a … [visit site to read more]
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