fabien hug

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115 Comments

    • Mon May 19th 15:54 PM | Rating: 0 0
      Commented on:
      Reviewing Media Pundits: Two Views of the Fed
      I admit than another point of view is necessary to balance things out and also that the FED interventions helped to avoid a crisis that could (and I say could) have been dramatic.
      However, what I don't understand is that nobody, but nobody, the pro FED or the anti FED, asks then what?
      It is one drama after another. FED medicine just adds to what seems to be the problem (hello increase in home equity loans). They decide upon our life without representation (I know some who started a revolution for less than that) and without any leadership.
      It is not going to end well.
      In the meantime try to enjoy the market because there is nothing else to do.
      View article »
    • Fri May 16th 10:29 AM | Rating: 0 0
      Commented on:
      Learning From Bill Miller's Recent Underperformance
      This is from Plato: the people always have some champion whom they set over themselves and nurse into greatness. I tend to fly away from these champions (but not from WB because he doesn't behave like one).
      View article »
    • Fri May 16th 10:12 AM | Rating: 0 0
      Commented on:
      Isn't the Weak Dollar Supposed to Help Manufacturing?!
      I am not surprised by this. It is difficult to expect an avalanche of orders from your clients (foreign countries) when your own flow of orders is dropping. I am kind of glad that this Italian style devaluation doesn't produce the expected outcome (never did for Italy); it was too easy and borderline arrogant
      View article »
    • Fri May 16th 10:02 AM | Rating: 0 0
      Commented on:
      What's Behind the Market's Rise?
      Good article. Thank you.
      It seems that we are in a "don't fight the fed" type of mood/market.
      Let's ride the wave with an hedgy feeling. How long is it going to last is difficult to say, of course.
      I am looking for the following signs; great optimism of the masses and pundits and cautious articles like this one and "don't believe Paulson" by Reggie this day.
      View article »
    • Fri May 16th 09:07 AM | Rating: 0 0
      Commented on:
      Don't believe Paulson: S&L 2.0, the Bank Failure Redux
      Reggie, you are cool. Future will tell but I'll keep a close eye on your material this WE. Thanks.
      View article »
    • Thu May 15th 09:19 AM | Rating: 0 0
      Commented on:
      Is Concern for Inflation Inflated?
      Great, the FED can lower interest rates again and I'll able to bring my home equity line of credit back to life (I need a new SUV).
      View article »
    • Sat May 10th 18:39 PM | Rating: 0 0
      Commented on:
      Under The Radar News - Friday
      Re Google ads; I don't know how they make money out of it. I never, never click on one of them.
      View article »
    • Fri May 9th 10:19 AM | Rating: 0 0
      Commented on:
      Why You Should Short Companies Doing Share Buybacks
      I like this article and saved it for future reference. It is always good policy to look behind the headlines and analyze why things happen.
      Thanks
      View article »
    • Fri May 9th 09:13 AM | Rating: 0 0
      Commented on:
      Foreclosure Prevention Nonsense
      I concur too.
      View article »
    • Fri May 9th 09:10 AM | Rating: 0 0
      Commented on:
      Hardball in Vallejo, California
      Crazy and freaky.
      View article »
    • Tue Apr 29th 10:20 AM | Rating: 0 0
      Commented on:
      The Monetary Model of Exchange Rates, Money Demand Shocks, and Order Flow
      I am not an economist so this article is above my league but how do you cope with the inflation differential measure? I suppose that two different countries have different ways to measure inflation and obviously to manipulate this figure (core versus real, what is in the index, what is the ponderation of each component of the index, etc.).
      View article »
    • Fri Apr 18th 14:17 PM | Rating: 0 0
      Commented on:
      The Housing Problem: What Inning is It?
      With $ 90/k a year, a wife and a kid I still can't afford in a nice part of LA (at least 10% down and 30 years fixed). I'd have to put $ 6.5 k a year just for taxes for nothing fancy! That's ca. 34% of the rent I put for my 3 bd townhome and I don't have to pay for water (another $ 300/Mth). If it doesn't drop another 25% I don't buy, that's it.
      View article »
    • Wed Apr 16th 09:55 AM | Rating: 0 0
      Commented on:
      Dear Mr. Bernanke
      It is not Bernanke's fault. As far as I can judge, the seeds for this situation were planted way before his time. When the Supreme Vizir admits that economy is not his cup of tea, don't be surprised. It always starts with the leader. You can't lead with consultants only. The next one is not any better.
      View article »
    • Fri Apr 11th 17:09 PM | Rating: 0 0
      Commented on:
      Why the Dollar Hit a Record Low
      I wouldn't put too much hope on a week $ boosting exports. When your biggest clients get poorer they buy less. Furthermore, the weak $ makes exports more expensive due to the increase in transportation costs. If you ship a 40' container filled with $ 100,000 of goods it represents an increase of about 4% since last year! It is a lot.
      All this said, I think it is too late to bet against the $ unless you are a professional trader.
      View article »
    • Fri Apr 11th 17:00 PM | Rating: 0 0
      Commented on:
      The Euro Under Attack
      Fxtrader07 is right. I grew up in Switzerland, 300 yards away from the French border and I remember in the 60ties when 1 FF was 0.80 CHF and 100 ITL was 1 CHF. Thanks to their laziness, I saw the drop in their currency and the rise of the Swiss wealth and this exactly as valid for Germany. I tell you we had such a good time until the EUR arrived.
      All this for all those who think that the drop of the $ is a good thing; it is like a weak credit score.
      As for the social aspect of Europe, they spend less on healthcare, unemployment benefits and other social programs than the US spend in its war on anything but they have all the benefits.
      I am the first to admit that they can afford to do that thanks to the USAF umbrella. However, I think US should realign its priorities and its budgets because the actual trend doesn't bring a lot of good things for the people here.
      View article »
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