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