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Bo Peng

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  • Bo Peng
    Mkts to continue recovering from post-FOMC panic but policy uncertainty to remain. Bad news is again good http://bit.ly/14ISA59
    7/1/13
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      • Bo Peng
        China cenbank bursting bubble in shadow banking & housing. Not a crisis, but managed adj. Long-term bullish. http://bit.ly/1aaLxYz
        6/25/13
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          • Bo Peng
            Could Bernanke decide to do the right thing Wed, now that Obama has fired him very publicly?
            6/19/13
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              • Bo Peng
                Taper on Taper off to continue even after FOMC 'cause Fed policy uncertainty is necessary http://bit.ly/18Rvrn8
                6/17/13
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                  • Bo Peng
                    Abenomics anyone? LOL
                    6/6/13
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                      • Bo Peng
                        No tapering, buy the dip in $IEF $TLT $TIP $GLD. http://bit.ly/11RkL44 Stocks more risky as Fed action may not = stock surge
                        6/3/13
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                          • Bo Peng
                            JGB yield spiking, heavy loss to banks, insurance, and pension, and more int cost. When will it collapse? http://bit.ly/1599BX8
                            5/29/13
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                              • Bo Peng
                                Fed Tapering to what? http://bit.ly/18kZVtS Taper talk really about policy uncertainty. Fed losing control. Must keep QE
                                5/23/13
                                Reply (1)
                                • XTigerX: Excellent article.
                                  5/23/13
                                  • Bo Peng
                                    Cyprus capital control: new template for leaving the Euro http://bit.ly/Yhw7vr Do expect more to come
                                    3/28/13
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                                      • Bo Peng
                                        Cyprus capital control: new template for leaving the Euro http://bit.ly/Yhw7vr Do expect more to come
                                        3/28/13
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                                          • Bo Peng
                                            Cyprus capital control may very well be the 1st step of leaving euro
                                            3/27/13
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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
                                                3/26/13
                                                Reply (2)
                                                • losbronces: Yes, the message is that your bank deposits aren't safe now.
                                                  3/26/13
                                                • 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
                                                  3/26/13
                                                  • Bo Peng
                                                    Cyprus? What Cyprus? Stop the hypervent. As long as no bankrun, there's no problem http://bit.ly/WyGZUG
                                                    3/18/13
                                                    Reply (1)
                                                    • USisCorrupt: Really? http://bit.ly/146Phrw Really?
                                                      3/18/13
                                                      • Bo Peng
                                                        China real estate mkt is a bubble, but not a disaster http://bit.ly/Yo4hZN
                                                        3/11/13
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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
                                                            2/19/13
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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
                                                                2/6/13
                                                                Reply (1)
                                                                • Michael Clark: Bear Markets: dollar deflation to provide for stock flotation. Bull Markets: dollar and stock mutual inflation. When do we collar Ben?
                                                                  2/7/13
                                                                  • Bo Peng
                                                                    A convergence of cautionary contrarian signals http://bit.ly/13vuPhR
                                                                    1/14/13
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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
                                                                        1/7/13
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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