Bo Peng

Bo Peng
Contributor since: 2008
7/1/13
Bo Peng
Mkts to continue recovering from post-FOMC panic but policy uncertainty to remain. Bad news is again good http://bit.ly/14ISA59
6/25/13
Bo Peng
China cenbank bursting bubble in shadow banking & housing. Not a crisis, but managed adj. Long-term bullish. http://bit.ly/1aaLxYz
6/19/13
Bo Peng
Could Bernanke decide to do the right thing Wed, now that Obama has fired him very publicly?
6/17/13
Bo Peng
Taper on Taper off to continue even after FOMC 'cause Fed policy uncertainty is necessary http://bit.ly/18Rvrn8
6/6/13
Bo Peng
Abenomics anyone? LOL
6/3/13
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
5/29/13
Bo Peng
JGB yield spiking, heavy loss to banks, insurance, and pension, and more int cost. When will it collapse? http://bit.ly/1599BX8
5/23/13
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
Excellent article.
3/28/13
Bo Peng
Cyprus capital control: new template for leaving the Euro http://bit.ly/Yhw7vr Do expect more to come
3/28/13
Bo Peng
Cyprus capital control: new template for leaving the Euro http://bit.ly/Yhw7vr Do expect more to come
3/27/13
Bo Peng
Cyprus capital control may very well be the 1st step of leaving euro
3/26/13
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
Yes, the message is that your bank deposits aren't safe now.
3/26/13
There's never a guarantee beyond the insurance limit, nor should there be. Those who assume otherwise take the risk, knowingly or not
3/18/13
Bo Peng
Cyprus? What Cyprus? Stop the hypervent. As long as no bankrun, there's no problem http://bit.ly/WyGZUG
3/11/13
Bo Peng
China real estate mkt is a bubble, but not a disaster http://bit.ly/Yo4hZN
2/19/13
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
2/6/13
Bo Peng
The Bernanke Strangle -- along with the Bernanke Put we are sold the Bernanke Call, limiting recovery http://bit.ly/XoAT56
Bear Markets: dollar deflation to provide for stock flotation. Bull Markets: dollar and stock mutual inflation. When do we collar Ben?
1/14/13
Bo Peng
A convergence of cautionary contrarian signals http://bit.ly/13vuPhR
1/7/13
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
12/17/12
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
12/4/12
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
And they are also smart enough to grab Physical PM's while the west sells their silly paper. The game of make believe continues.
11/26/12
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
11/20/12
Bo Peng
Fiscal Slope http://bit.ly/TdVURG Worst case scenario has been mostly priced in. But the bottom is as deep as before
11/6/12
Bo Peng
Big changes are coming to China http://bit.ly/RduppN As power transition in Beijing finishes, expect a renewed push for reform
10/29/12
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!
10/22/12
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
9/28/12
Bo Peng
http://bit.ly/Q7NA3u Spain rescue-on/rescue-off swing will keep going for awhile until something breaks. Brace for the ride
9/17/12
Bo Peng
Time to Buy China http://bit.ly/V3PfJw Leadership transition is resuming, paralysis over. Best speculative play for now.
9/17/12
Bo Peng
Empire State manufacturing index -10. Obviously bullish. QE3 just turned into QE6. No, seriously
9/17/12
No recession.
9/14/12
Bo Peng
Fed has thrown itself into the election machine. But don't fight it. Buy everything and short USD http://bit.ly/PpP6Mz
9/14/12
Bo Peng
Eulogy to the Fed http://bit.ly/PpP6Mz The only reason for QE3 is political. End the Fed, buy gold, stocks, and guns
9/13/12
Bo Peng
GLD, TLT, SPY all on the move. Leaks or cold feet? If it's leak, it means no QE, not even more TWIST? Let's throw a big tantrum!
9/13/12
Bo Peng
China's next leader Xi Jinping surfaced yesterday in a low-profile event, after disappearing since 9/1, along with the current leader Hu.