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Bo Peng's  Instablog

Bo Peng
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I run a fund based on automated trading and technical analysis. But my favorite pastime is thinking and talking about political economy. I guess I'm George Soros. Writing helps clarifying my thinking. All opinion expressed here is mine, wholly mine, nobody's but mine. And all trading/investment... More
My blog:
DeriveThis

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StockTalks

  • Mkts to continue recovering from post-FOMC panic but policy uncertainty to remain. Bad news is again good http://bit.ly/14ISA59
    Jul 1, 2013
  • China cenbank bursting bubble in shadow banking & housing. Not a crisis, but managed adj. Long-term bullish. http://bit.ly/1aaLxYz
    Jun 25, 2013
  • Could Bernanke decide to do the right thing Wed, now that Obama has fired him very publicly?
    Jun 19, 2013
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