February 2012 Monthly Archive
So we have witnessed a roughly streak of risk appetite across the markets. A whopping 10 out of the last 13 weeks the S&P 500 has closed higher than the prior week's close. … More…
Posted 14:14 27 February 2012 by Jack the Pipper
It has been quite the move in the last two weeks. Especially after crude oil lulled everyone to sleep for about three months, even though the tension in the Middle East (particularly Iran) grew slowly and steadily. … More…
Posted 09:31 23 February 2012 by Jack the Pipper
In the last installment of as the world turns towards chaos, aka Currency Currents, I discussed the massive debt problems we face and described why this may lead to below-capacity growth in the global economy for years to come. … More…
Posted 12:12 16 February 2012 by Jack the Pipper
Soros has an ability to put a finger on global capital flow and its catalysts like few others. The Alchemy of Finance is one of Soros' books that predated the 2008 credit crunch and its fallout, but explains some of the key reasons why capital moved the way it did during that time. … More…
Posted 02:45 14 February 2012 by Jack the Pipper
I think by most conventional measures, used by most professional investors, European Central Bank Chief Mario Draghi has been a success. He has bolstered the returns for equity funds considerably since his decision to utilize a three-year term, instead of one year, in the ECB recent liquidity injection to European banks.… More…
Posted 09:54 08 February 2012 by Jack the Pipper