Distressed Volatility

Notes from the Value Investing Congress: Day 2

Ha Ackman goes long criminals..

S&P 500's PE Ratio of 139 Isn't Sustainable

the whole P/E is messed up.. It is a floating multiple you can't really argue with the market until it is proven wrong right? If going forward there's 70 EPS expected in 2010, that with a historical 15 multiple it is where we are trading today 1,050..

www.distressedvolatili...

Grail to Launch Active Single-Manager ETFs: Leader of the Pack

I don't get why people aren't just going to covestor and following performance..

Bear Case Substantially Outweighing in Short-Term

When the bots want the market to go lower, gtf out! lolllll

Julian Robertson Bets the Farm on Inflation

I found some info about the 70s recession. I'm wondering why people don't talk about it more. Dow lost about 50% and we had 14% inflation. I'll look at 80s too. www.distressedvolatili...

Goldman Sachs Principal Transactions Update: 741 Million Shares

I feel like Bernanke wants to put a gun to his head...

Goldman Sachs Principal Transactions Update: 741 Million Shares

lol


On Jun 05 12:10 PM mdmrjsds wrote:

> On Jun 05 11:22 AM carey_jim wrote:

Dollar Chart Tells a Much Different Story than Pundits Do

Printing, deflation, or not... Make sure this thing finds support.

Dollar Chart Tells a Much Different Story than Pundits Do

Printing, deflation, or not... Make sure this thing finds support.

With Commercial Real Estate's Bleak Outlook, Tread Lightly

The shoe has dropped people. From Trepp CRE mortgages are at a 11% delinquency rate, Even from Fed data we could be headed higher. The CMBS backstop might help out somewhat.

Fed Adds Older CMBS to TALF, The Shoe Dropped! (Trepp)
www.distressedvolatili...

-Dvol

Dollar, Gold and Oil: Gauging the Turn

Just watching USD:Gold decouple was a nice indicator. Posting some charts later, great article.

BHP Is Best of the Miners - Barron's

BHP is looking good, it was on fire Friday... Charted out BHP, Baltic Dry Index. China restocking definitely affecting everything. We'll see if the activity can hold. www.distressedvolatili...

Exclusive Interview with Jim Rogers: Inflation Is Coming

Right now it all comes down to the velocity of money. The $$ is already printed and inside the vaults. The problem is it hasn't left the building which means there's no movement in $$ to bid up things yet. I'm watching institutions and private money to see when they start getting back into the financials and real estate. Flowers, Paulson already are involved in IndyMac, plus Wilbur Ross wants in the sector he thinks.. Also I'm watching housing inventories but the question is will anybody step in to buy the real estate now or will they wait until they go BK like the banks??? Housing or land value for that matter will be the catalyst for any type of growth turn. -DV I do mkt analysis at www.distressedvolatili.... Let me know what you think.

Australian Dollar Preparing to Break Out

Great timing on that pop (I was watching aud/jpy), it was ready to break that 50 day mov avg. Just keep watching economic data, commodities, and central bank moves. If fear/deflation comes back there will still be pressure on the aussie dollar but w/ global monetary stimuli hitting the scene it could be a great play on the reflation trade..check out blog

U.S. Dollar: The Next Bubble to Pop

treasury CDS spreads sure looked nice at 20bps in July!

US Treasury 10-yr CDS hits record high

12/1/08 - Reuters

"Ten-year U.S. Treasury CDS widened to 68.4 basis points from Friday's close of 60 basis points, according to credit data company CMA DataVision."