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  • Quick Chat 282 July 28 2015 [View instapost]
    WOW… ANR is going Bk. That's metallurgical coal…

    Things are looking really bad in Greece as their PMI dropped to 30.2, and new orders to …. drum roll …. 17.9 in July. Anyone ever seen a lower new orders number?
    Aug 3, 2015. 08:18 AM | 4 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    August 3, 2015
    The Greek monthly PMI data from Markit confirms that the Greek economy collapsed in July. Last month marked the 11th consecutive month of contraction, but it was the depth of the downturn that was truly shocking.

    The index plummeted to 30.2 from 46.9 in June, the lowest print on record, but it was new orders that shocked plunging to 17.9 from 43.2. Anything below 50 signals contraction.

    It should rebound to some degree, but these are really terrible numbers that signal the path taken is NOT going to work. Raising taxes in these conditions is crazy.

    PMI leads GDP. These numbers suggest that the Greek GDP is going into strong negative numbers. So there will be NO primary surplus.

    The Greek market opened today and crashed… banks are limit down (-30%). Horrible …
    Aug 3, 2015. 08:07 AM | 3 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    I remember a Disney show when I was a kid. I loved the guy that sang blue bird on shoulder and thought how neat it was to integrate animation with the real people.
    Jul 28, 2015. 09:17 PM | 4 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    LOL… have not heard that one since I read the book as a kid.
    Jul 28, 2015. 05:52 PM | 4 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    Thank you very much Trip. I hope you and your family are doing ok. Best.
    Jul 28, 2015. 11:59 AM | 5 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    Me Too…. thanks Maya.
    Jul 28, 2015. 10:52 AM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    I saw that… its dangerous because if anyone of them takes a torpedo the whole ship starts listing.
    Jul 27, 2015. 05:48 PM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    Did we bounce off the S&P 200 day moving average today?
    Jul 27, 2015. 05:10 PM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    This looks like a decent article on the coming El Nino. http://tinyurl.com/q5a...
    Jul 27, 2015. 05:05 PM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    RATS!
    Jul 27, 2015. 04:49 PM | 5 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    Thanks WT, but I think the credit is mostly due to the great work of Silicon and Mark.
    Jul 26, 2015. 12:09 PM | 6 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    Me too Silcon… I found a source after Mark identified the name of the mechanism (Target2) you described.

    The Greek CB is apparently behind by about 8 months on its pay outs… I had no idea about that…

    Thanks to both you and Mark for pointing that out.
    Jul 25, 2015. 03:49 PM | 4 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    That sounds reasonable to me Mark. Thank you.
    Jul 25, 2015. 12:55 PM | 5 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    Mark, if you take target2 imbalances into account, do you think the Greeks held the upper hand or at least significant leverage at the bargaining table?
    Jul 25, 2015. 11:58 AM | 4 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    100 Billion… that's quite a bit… what does the source say was bought?
    Jul 24, 2015. 07:58 PM | 4 Likes Like |Link to Comment
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