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Bo Peng

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  • Bo Peng
    Cyprus capital control: new template for leaving the Euro http://bit.ly/Yhw7vr Do expect more to come
    Mar 28, 9:58 AM
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      • Bo Peng
        Cyprus capital control: new template for leaving the Euro http://bit.ly/Yhw7vr Do expect more to come
        Mar 28, 9:58 AM
        Reply
          • Bo Peng
            Cyprus capital control may very well be the 1st step of leaving euro
            Mar 27, 5:51 PM
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              • Bo Peng
                Dijsselbloem is an idiot. He's also absolutely correct http://bit.ly/XE85XV Expect the Dijsselbloem Template to be used again
                Mar 26, 11:33 AM
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                • losbronces: Yes, the message is that your bank deposits aren't safe now.
                  Mar 26, 12:19 PM
                • Bo Peng: There's never a guarantee beyond the insurance limit, nor should there be. Those who assume otherwise take the risk, knowingly or not
                  Mar 26, 2:34 PM
                  • Bo Peng
                    Cyprus? What Cyprus? Stop the hypervent. As long as no bankrun, there's no problem http://bit.ly/WyGZUG
                    Mar 18, 9:34 AM
                    Reply (1)
                    • USisCorrupt: Really? http://bit.ly/146Phrw Really?
                      Mar 18, 9:45 AM
                      • Bo Peng
                        China real estate mkt is a bubble, but not a disaster http://bit.ly/Yo4hZN
                        Mar 11, 4:56 PM
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                          • Bo Peng
                            Could the Big Yen Short turn on a dime (and get even shorter)? http://bit.ly/W1Dms2 Japan Jan trade deficit increasing. Bad sign
                            Feb 19, 11:28 AM
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                              • Bo Peng
                                The Bernanke Strangle -- along with the Bernanke Put we are sold the Bernanke Call, limiting recovery http://bit.ly/XoAT56
                                Feb 6, 2:40 PM
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                                • Michael Clark: Bear Markets: dollar deflation to provide for stock flotation. Bull Markets: dollar and stock mutual inflation. When do we collar Ben?
                                  Feb 7, 2:56 AM
                                  • Bo Peng
                                    A convergence of cautionary contrarian signals http://bit.ly/13vuPhR
                                    Jan 14, 11:47 AM
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                                      • Bo Peng
                                        http://bit.ly/UvVAMs We didn't fall off the cliff, but will get stuck on the ceiling. This US downgrade will be a joke on us
                                        Jan 7, 11:07 AM
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                                          • Bo Peng
                                            The bigger the Fed balance sheet, the more dangerous the exit. Mkt is pricing in this, thus 0 effect of QE4 http://bit.ly/T3W8LQ
                                            12/17/12
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                                              • Bo Peng
                                                A Tale of Two Chinas http://bit.ly/Rz2pkd China's market not as gloomy as broad index appears. RMB likely stay strong. FXI
                                                12/4/12
                                                Reply (1)
                                                • USisCorrupt: And they are also smart enough to grab Physical PM's while the west sells their silly paper. The game of make believe continues.
                                                  12/4/12
                                                  • Bo Peng
                                                    Global risk on, baby http://bit.ly/QGq2qU A rare convergence of bullish sentiment in US/Europe/China. Gold even better than stocks
                                                    11/26/12
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                                                      • Bo Peng
                                                        Fiscal Slope http://bit.ly/TdVURG Worst case scenario has been mostly priced in. But the bottom is as deep as before
                                                        11/20/12
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                                                          • Bo Peng
                                                            Big changes are coming to China http://bit.ly/RduppN As power transition in Beijing finishes, expect a renewed push for reform
                                                            11/6/12
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                                                              • Bo Peng
                                                                Why Sandy is bullish http://bit.ly/Tk7sPo No, really. SPY, GLD up, even KIE may go up if it turns out to be a whimper. Stay safe!
                                                                10/29/12
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                                                                  • Bo Peng
                                                                    What is central bank credit risk or ccy credit risk? Inflation. New risk-free benchmark and new gold standard http://bit.ly/VjNE0B
                                                                    10/22/12
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                                                                      • Bo Peng
                                                                        http://bit.ly/Q7NA3u Spain rescue-on/rescue-off swing will keep going for awhile until something breaks. Brace for the ride
                                                                        9/28/12
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                                                                          • Bo Peng
                                                                            Time to Buy China http://bit.ly/V3PfJw Leadership transition is resuming, paralysis over. Best speculative play for now.
                                                                            9/17/12
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                                                                              • Bo Peng
                                                                                Empire State manufacturing index -10. Obviously bullish. QE3 just turned into QE6. No, seriously
                                                                                9/17/12
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                                                                                • jdub2788: No recession.
                                                                                  9/17/12