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Bo Peng

 
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  • Questions on the FinReg Bill
    Jun. 25, 2010 XLF, KBE, GS 7 Comments
  • The Lost Decade, U.S. Edition
    Jun. 23, 2010 18 Comments
  • Why the Market Is Never Right
    Jun. 22, 2010 13 Comments
  • A Two-Tier Euro?
    Jun. 22, 2010 EWP, ERO, FXE 4 Comments
  • Perpetual Bubble-Bust Cycles and the Implications of Capital Saturation
    Jun. 21, 2010 3 Comments
  • Unpegging the Yuan Should Be a Nonevent in the Immediate Term
    Jun. 21, 2010 FXI, CYB, CNY 5 Comments
  • Questioning Spain's Data Quality
    Jun. 18, 2010 EWP, SAN 7 Comments
  • Is Deflation Really That Scary?
    Editors' Pick • Jun. 18, 2010 84 Comments
  • A Peek Into the Future: HFT and Financial News
    Jun. 17, 2010 Comment!
  • When Cramer Calls a Rally Bad, It's Rotten
    Jun. 16, 2010 SPY 24 Comments
  • Why Another (Imminent) Financial Crisis Is a Good Thing
    Jun. 15, 2010 XLF, KBE, KRE 28 Comments
  • Wealth of a Nation, Plunging
    Jun. 14, 2010 18 Comments
  • The Irony of the GSE Bailout
    Jun. 14, 2010 IYR, FMCC, FNMA 5 Comments
  • The Bailout We Should Have
    Jun. 13, 2010 FMCC, FNMA 26 Comments
  • Financials' Troubles: No End in Sight
    Jun. 8, 2010 XLF, KBE, FAS 10 Comments
  • A Modest Proposal to Solve TBTF: Reversible Convertible Bonds
    Jun. 7, 2010 KBE, XLF 15 Comments
  • Friday's Controlled Descent in Equities: A Perfect Storm Is Brewing
    Jun. 6, 2010 SPY, FAS, BP 133 Comments
  • The Furry Approach: It's Time for Investors to Learn How to Be Bears
    Jun. 4, 2010 SPY 8 Comments
  • Is Physical Gold a Good Investment Idea?
    Jun. 3, 2010 GLD 49 Comments
  • Gold's Bull Run Explained by Morgan Stanley Economist
    Jun. 3, 2010 MS, GS, GLD 8 Comments
  • Housing Bubble Bust Could Be a Good Thing for China
    Jun. 2, 2010 FXI, PGJ 12 Comments
  • Bear Fatigue?
    May. 27, 2010 SPY, DIA, QQQ 16 Comments
  • Gold Is Still Long, For a Long While
    May. 25, 2010 GLD 19 Comments
  • A Testing Stone for Central Banks on Euro
    May. 25, 2010 FXE, EUO Comment!
  • Euro Is Still Short, By a Long Shot
    May. 24, 2010 FXY, ERO, EU 10 Comments
  • Next Up in Sovereign Risk: Japan
    May. 17, 2010 EWJ, FXY, FXE 22 Comments
  • Uncertainty in BP Is Only Increasing
    May. 14, 2010 BP, RIG, HAL 20 Comments
  • A Weaker Euro Is Eurozone's Best Hope
    May. 12, 2010 EUO, FXE, FXA 3 Comments
  • We Are All Currency Manipulators
    May. 10, 2010 EUO, FXE, GLD 1 Comment
  • The Real Drama Is in Fixed Income and Currencies
    Editors' Pick • May. 7, 2010 EUO, FXE, ERO 7 Comments
  • The Euro Is Finished
    May. 6, 2010 EUO, FXE 7 Comments
  • The Case for an Imminent Correction
    Editors' Pick • May. 4, 2010 GS, FAS, BP 46 Comments