cristian

Thursday Outlook: Commodities, Global Markets

Liquidity bubble my foot, or rather liquidity bubble for whom ?! The consumer does not seem to suffer the vertigo of any such bubble. Consumer spending is seemingly gripped by a liquidity squeeze. And here lyes the problem that could perpetuate indefinitely the misery of this economy.
Just a reminder, the bulk of the active economy is still consumer driven.

Wednesday Outlook: Commodities, Emerging Markets

What rally ? Every day now since the bailout commitment, markets start the day by bouncing up, and a feeding frenzy follows ! Investors taking profits !

Hedge Fund Manager's Notebook: Blood on the Streets - Buy Russia

Hehe. hedge fund's manager notes ;-) Perhaps one of those beached whales, that went belly up in Russia ! Granted there are opportunities, but not many, with this crew running the government. Heck we need a regime change in the Kremlin !

Putin is the kind of dinosaur, that has not yet found out that it is dead. Him and McCain, both the rotten fruits of the cold war, they know nothing else, but confrontation. Not that I like O'Bama any more.

Forget at your peril, that Putin's Potemkin village of an economy is nothing, without the cooperation of Europe, which is being strained.