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Bo Peng

 
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AAPL, BND, C, CNY, EWJ, FXF, GLD, GM, GS, SPY, XLF
  • Why QE3 Is Still Not Coming
    Jun. 15, 2012 TIP, TLT, UDN 54 Comments
  • With U.S. Dollar As Carry Currency, Fed Can't Tighten
    Apr. 10, 2012 CNY, GLD, UUP 20 Comments
  • The Market's Bipolar Tantrum Will End Soon
    Dec. 14, 2011 SPY, FXE 13 Comments
  • The Dawn Of The Franco-German Empire
    Dec. 2, 2011 FXE, EWG, EWQ 98 Comments
  • The Zombie Euro Marches On
    Nov. 11, 2011 UUP, FXE 5 Comments
  • How The 'United States Of Europe' Could Come Unglued
    Nov. 10, 2011 SPY, GLD, UUP 12 Comments
  • China's Intermediate And Long-Term Outlook
    Editors' Pick • Oct. 17, 2011 FXI, EWH 43 Comments
  • More On Apple's 'Steve Jobs Premium'
    Oct. 16, 2011 AAPL 32 Comments
  • Short Apple's Jobs Premium
    Oct. 9, 2011 AAPL 94 Comments
  • Waiting for This False Bear to Pass
    Aug. 3, 2011 11 Comments
  • Eyeing Short Potential as Titanium Faces a Multi-Pronged Assault
    Jul. 17, 2011 ATI, RTI, PCP 8 Comments
  • Debt Ceiling Talk Collapse Would Be a Great Thing
    Jul. 15, 2011 41 Comments
  • Third Time's a Curse: QE3 and Lehman
    Jun. 16, 2011 GLD, SPY, FNMA 21 Comments
  • Is the Bull Market Running Out of Breath?
    Apr. 7, 2011 AAPL, NFLX, ATI 27 Comments
  • Japan: Time to Reevaluate 'Disasters Are Bullish' Argument
    Mar. 30, 2011 EWJ, FXY, UUP 5 Comments
  • No QE3: Here's Your Chance to Frontrun the Fed, Again
    Mar. 29, 2011 SPY, GLD, SLV 40 Comments
  • The Great Japanese Unwind and How It Will Play Out Globally
    Mar. 16, 2011 GLD, PHYS, SLV 21 Comments
  • 6 Market Aftershocks of the Japan Disaster
    Mar. 14, 2011 FXY, YCS, EWJ 25 Comments
  • Fed Action: Bad for World Economy, Good for Gold
    Mar. 8, 2011 GLD, PHYS, SLV 25 Comments
  • Commodity Inflation Deja Vu
    Feb. 24, 2011 GLD, PHYS, SLV 11 Comments
  • How to Create Your Own Protection From Inflation
    Feb. 22, 2011 TIP, IEI, GLD 3 Comments
  • TIPS: Half Deflation Protection and Half Inflation Protection (Part 2)
    Feb. 22, 2011 STIP, TIP, TIPZ 6 Comments
  • TIPS: Half Deflation Protection and Half Inflation Protection (Part 1)
    Editors' Pick • Feb. 22, 2011 TIP, TIPZ, STIP 5 Comments
  • The Fed, Emerging Markets and the Money Bubble
    Feb. 8, 2011 SPY 18 Comments
  • What to Do in the Face of 'The Mother of All Black Swans'
    Feb. 7, 2011 GLD, PHYS, DGP 45 Comments
  • A Turning Point in Gold
    Jan. 28, 2011 GLD 34 Comments
  • A Turning Point in Gold?
    Jan. 27, 2011 GLD, DGP, PHYS 35 Comments
  • Is the Fed Sustaining Bubbles? How I'm Planning Ahead
    Jan. 16, 2011 GLD, DBA 20 Comments
  • Gold: The Improbable Answer to Life, The Universe, And Everything
    Jan. 11, 2011 GLD, DGP, IAU 19 Comments
  • Dissecting the Chinese Foreign Reserve - Be Careful What You Wish For
    Dec. 20, 2010 FXI, GXC, CNY 29 Comments
  • 2 More Reasons Housing Prices Are Going Down 63%+ This Year
    Dec. 20, 2010 27 Comments
  • For How Much Longer Can China Resist Raising Rates?
    Dec. 20, 2010 CYB, CNY 12 Comments