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David White » StockTalks

  • Barclays and HSBC have big exposure to UAE loans.
    about 4 hours ago
  • Black Friday may tell the tale for Monday. If comparisons to 1987 hold, next week will be a bad week. Equities too high for fundamentals.
    about 4 hours ago
  • Basic Materials have been in a long rally recently. Many may reverse course now. If there's a strong pullback, some may crash.
    about 4 hours ago
  • El-Erian says market participants will now look more strongly at fundamentals. If so, X seems likely to go down. FY2010 PE is approx. 44.
    about 4 hours ago
  • X also near its top Bollinger Band at the end of the day Wednesday (after a rally from its bottom Bollinger Band). Likely to go down.
    about 6 hours ago
  • X slated to lose over $10/share in 2009. Current predictions for FY2010 are $.96. That puts FY2010 PE at about 45. Much too high.
    about 6 hours ago
  • Materials stocks that soared on optimism, without strong fundamentals such as X, may get hit hard by Dubai. X technically ready for pullback
    about 6 hours ago
  • Much recovery today. Some may trend down on a sentiment change due to bad loans. Barclays and others reported worsening loans for Q3.
    about 6 hours ago
  • If the USD rallies, it will spell a near term end to the USD carry trade. This will pop a buble forming in China. Materials, etc. hit hard.
    about 6 hours ago
  • USD now only +.32% on the day. However, there may be a lag to an up push in the USD. It was ready to rally before the Dubai news.
    about 6 hours ago
  • Europe up slightly. Asian markets down big. A USD carry trade collpase might burst the bubble in Asia.
    about 9 hours ago
  • USD +.81% on the day. If USD carry trade collapses on Dubai news (flight to quality), look for a prolonged retracement in equities.
    about 9 hours ago
  • The quality of JGB's has come into question lately. Cost of insuring Dubai skyrocketing. JGB's may fall. Yen may move down.
    about 10 hours ago
  • Hang Seng -4.51% at this time on Friday. It could be an ugly day!!!
    about 17 hours ago
  • TM was likely already going to be under pressure due to faulty gas pedals in millions of cars. Dubai news should worsen this.
    about 17 hours ago
  • futures are down big. Gold -1.9%, Silver -3.75%, Crude -3.76%. USD =.52%. These are the makings of a down day Friday. Plus morning news.
    about 17 hours ago
  • It looks like the futures are off big on concern about the Dubai debt problems. People worry the financial crisis may not be over.
    about 17 hours ago
  • IMF head says USD should probably be a little higher relative to the Euro, especially due to the bank balance sheet situation.
    2 days ago
  • IMF head says 50% of banks' losses may still be hidden in their balance sheets. More so in Europe than in the US.
    2 days ago
  • EIA: Crude +1M barrels, Gasoline +1M barrels, Distillates -.5M barrels. Net +1.5M barrels.
    2 days ago
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