TM

http://fiateconomics.blogspot.com/
Total Rating:
0 / 0

23 Comments

    • Fri Mar 21st 05:50 AM | Rating: 0 0
      Commented on:
      iShares Taiwan ETF: A Bet on Improved China Relations
      The recent parliamentary elections in Taiwan provided the China 'friendly' party with a landslide victory; a result which is likely to follow in the March 22nd Presidential elections. Once the new administration takes power they will likely attempt to strengthen ties with China, and Taiwan could begin sharing in China's economic success, from which it has remained mostly isolated. We have bought into EWT a month or two ago and are pleased with the return thus far and think there is a lot of upside. I did a trip to Taiwan recently and the sentiment I got seems to be in general people want whatever it takes to have a stronger economy and more jobs. Bettering ties with China will do this. Right now all trade has to go through a third party between the countries (usually HK). I think if and when direct investment is allowed in Taiwan we will see a strong rally. However, it is important to keep in mind that the 'China Friendly' party isn't running on a platform of reunification, but just on bettering the relationship. Which is a lot better in terms of economic potential than we have seen in the past. Bottom line is I am bullish on the country.

      Read more here: fiateconomics.blogspot.../
      View article »
    • Fri Mar 21st 02:14 AM | Rating: 0 0
      Commented on:
      Burst Bubble? Commodities' Long-Term Story Remains Intact
      I think we are just seeing a bit of the speculative buyers selling for some profit taking and to move back into EQ (hard to resist the past couple up days). The supply of commodities are pretty sticky, and demand is still growing rapidly, which means prices should continue going up.
      Read more here: fiateconomics.blogspot.../
      View article »
    • Fri Mar 21st 02:07 AM | Rating: 0 0
      Commented on:
      What's With This Volatility?
      Would be interesting to see that data overlayed with Vix or something of that nature.
      View article »
    • Wed Mar 19th 01:43 AM | Rating: 0 0
      Commented on:
      Was That a Short-Covering Rally?
      I was looking at some of the BSC puts, but don't think I will make a move since I can't really put my finger and what is driving BSC stock higher. I have heard all kinds of speculation, but I would really like to know who is doing the buying first.
      View article »
    • Wed Mar 19th 01:42 AM | Rating: 0 0
      Commented on:
      Was That a Short-Covering Rally?
      I would bet it was a combination of both, but we should continue to see some buying, unless of course there is some surprise news. Don't forget both Lehman and Goldman beat expectations, and this was after Lehman was all but left for dead; this was the big driver yesterday the Fed just helped.
      View article »
    • Tue Mar 18th 15:34 PM | Rating: 0 0
      Commented on:
      The Fed Underdelivers
      It isn't surprising the Fed cut rate by 75bps, and made an equivalent move in the discount rate. What is interesting is that the Fed had two dissenters to the vote, Governor Plosser from Philly and Governor Fisher from Dallas, both wanted a smaller cut. Plosser is a well known hawk on the FOMC, so this was not surprising. However, this combined with a stronger inflation message, could imply the end of strong rates cuts. Keep in mind, the market responded very favorably to the move, despite at one point having priced in a 100% chance of a 100bp cut (the GS and LEH news did help). This also supports the possibility that we could be near the end end of the rate cuts or at least at a point where we see a significant reduction in its magnitude (ie 25bps). Of course the Fed's future reaction will be very reactionary to market news and data. My Opinion...
      View article »
    • Tue Mar 18th 00:57 AM | Rating: 0 0
      Commented on:
      Housing Market Data - Hints of Bargain Hunter Interest in Foreclosures
      Honestly, If I was getting paid in Euros right now, there would be a really good chance I would be looking at some real estate in the US. You have the drop in housing prices and the weak dollar both working on your side. USD100K house would equal EUR63K. Even a couple of months ago it would have cost over EUR68K. The bottom line is we will probably start seeing a lot of foreign buyers coming and buying up second, third, or fourth homes.
      View article »
    • Mon Mar 17th 03:18 AM | Rating: 0 0
      Commented on:
      Bear Stearns Sold for an Embarrassing $236m
      I do think this is going to lead to some great buys in the sector. I am going to start taking a look at some Citi long dated calls. At first glance they look pretty cheap, and I think this week will only get cheaper.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»