rainman

3 Reasons For the Continuing Dollar Rally

1. Hawkish Comments from Janet Yellen
Hawkish comments = lip services amid hopeless situation
2. Euro: No Bias Equals No Action
No Bias = they do better upon inflation
3. G8: The Only Risk is to the Upside
G8 = the great 8 old capitalism hopeless

China: Inflation or Stagnation?

confusing

Trade and Environment Likely to Top US-China Strategic Economic Dialogue

Not sure about Taiwan, if you keep watching their political farce/show via TVBS...

Not sure about pure Hong Kong Plays, since the direct flight would bypass the place.

Not sure if there is a tipping point for China's domestic demand after the earth quake, but sure that China is still on the up trend mode

Will the World's Central Banks Successfully Fight Inflation?

Be prepared for more surprising words from the EBC, America can't just talk the dollar up, where is the beef called rate hike, or can't afford to anyway.

In China Administrative Measures Trump Market Measures, For Now

Governor Zhou is so lack of creativity, other than raise BRR each month.
China, like Canada, has the housing bubble burst ahead and that is why they dare not hike the rate, or their banking system wold suffer.

Catch 22 by following a catch-22 empire.

Learn ECB or Bank of Australia, at least they don't have conflict goals, and read Fischer Black's Legacy on CAPM, short SNP.

Will Google, Facebook and Apple Own the Web?

Noise.

Black Gold or Yellow Gold?

I guess you do hold good chunk of gold and oil stocks.
Hold some double short SNP too, it is called hedging.
Good article.

How Do Oil Prices Compare in Other Currencies?

Oil is already the new born hard currency, the best substitute for the faking dollar.

Is This a Recession, and Should We Care?

"Recession, what recession" was CNBC's last Thursday headline, the Wall Mart and Costco sales gave a funny booster on that day's rally, what a farce, if economy is sound, then will TIF be a better indicator than the low priced packaging sale?

When CPI shew the funny low rate, no one cares to talk about that data model cheats on food and housing, but when the jobless data was out, immediately the Invisible Gang say it was because of the teens.

I missed Fischer Black, wonder what he would comment if he were still alive...

Rick of CNBC is my hero.

When Genius Failed - Then and Now

My star is that Rick from CHI of CNBC, others are just noises.
Read Fischer Legacy...

When Genius Failed - Then and Now

Fischer did predict that, wonder what he would have comment on the Fed if only he were alive..

Preparing for the Fall

We can make money no matter it is bear market or bull, only pig get slaughtered..

I did not say that...

Preparing for the Fall

Remember how the Fed starts to cut rate and thus caused the global inflation? it begins with the infamous "thy know nothing." noises.
What a farce, ECB at least has a clear focus. Life is simple, who complicated it?

Preparing for the Fall

My solute to Rick of CNBC, he is a real guy.

Preparing for the Fall

The Fed Chairman Monday speech only lasts for 3 days, lips service for strong dollar.

Fast/Mad money are just noises.

Read Fischer Black.