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THE SEEDS OF RISK GROW BEST UNDER THE SWEET RAIN OF EUPHORIA.
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Monday, 15 August 2011
The Heisei boom, financial trickery, and central bank voodoo – Can the U.S. support two lost decades? Japan asset bubble collapse solutions exported to the United States. 9 graphs showing troubling similarities.
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http://www.doctorhousingbubble.com/heisei-boom-financial-trickery-central-bank-voodoo-debt-federal-reserve-central-banks-too-big-to-fail-jap...
Funds Slash Commodity Bets by Most in 18 Months on Economic-Growth Concern
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http://www.bloomberg.com/news/2011-08-14/funds-slash-commodity-bets-by-most-in-18-months-on-concern-economy-weakens.html?cmpid =
H.K. Apartment Sellers Cut Asking Prices
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http://www.bloomberg.com/news/2011-08-14/h-k-apartment-sellers-cut-asking-prices-as-surge-ends.html?cmpid = Derek Ma and his family in May...
Traders Slash Bets Against Dollar by Record Amount as U.S. Treasuries Soar
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http://www.bloomberg.com/news/2011-08-14/traders-slash-bets-against-dollar-by-record-amount-as-u-s-treasuries-soar.html?cmpid = Aggregate ...
H.K. Recession Risk is Global Warning: Forecaster
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http://www.bloomberg.com/news/2011-08-15/hong-kong-to-enter-recession-forecaster.html?cmpid =
Westpac’s Evans is Hero With Australia Rate Call
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http://www.bloomberg.com/news/2011-08-14/westpac-s-evans-goes-from-zero-to-hero-with-australia-rate-call.html?cmpid = A recent trip to Eu...
London House Prices Plunge on Financial Turmoil
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http://www.bloomberg.com/news/2011-08-14/london-house-prices-plunge-as-financial-turmoil-takes-its-toll.html?cmpid =
Sunday, 14 August 2011
THE ON-GOING SILVER CRASH - 2011 TO 2016
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SAMEER SAYS I THINK SILVER HAS PEAKED AT $49 THIS YEAR. WE SAW THE FIRST PART OF THE CRASH IN MAY THIS YEAR. SILVER WENT FROPM 49 TO 3...
Has Gold Peaked?
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SAMEER SAYS WE SAW THE DSI FOR GOLD AT 98% LAST WEEK WHEN GOLD TOUCHED $1800+ AS PER EWI - 5 WAVES ARE UP WITH A MAJOR PEAK IN DSI AT 98...
100pc mortgages return to the market
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http://www.telegraph.co.uk/finance/personalfinance/borrowing/mortgages/8694426/100pc-mortgages-return-to-the-market.html Northern Bank, wh...
Desperate Measures - SWISS FRANC
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http://brucekrasting.blogspot.com/2011/08/desperate-measures.html After Bernanke capitulated on the Fed’s responsibility to balance it’s d...
Most Americans don't have $1,000 saved for emergency
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http://www.chicagotribune.com/business/breaking/chi-most-americans-dont-have-1000-saved-for-emergency-20110810,0,5900830.story A majority,...
Swiss Central Bank Ponders "Temporary" Peg to Euro; Franc Trades Sharply Lower; This a Bluff? What Does it Take to Maintain a Peg? "Temporary" Defined
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http://globaleconomicanalysis.blogspot.com/2011/08/swiss-central-bank-ponders-temporary.html Back to the Swiss Franc: A currency peg is mu...
Yes Virginia, U.S. Back in Deflation; Inflation Scare Ends; Hyperinflationists Wrong Twice Over
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http://globaleconomicanalysis.blogspot.com/2011/08/yes-virginia-us-back-in-deflation.html Hyperinflationits have now blown it twice. First...
Numerous Spanish Towns Face Bankruptcy
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http://globaleconomicanalysis.blogspot.com/2011/08/numerous-spanish-towns-face-bankruptcy_13.html The Spanish economic implosion continues...
Border Attacks: Spanish Farmers Threaten to Block Border with France; Global Trade Wars Yet Another Sign of Deflation
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http://globaleconomicanalysis.blogspot.com/2011/08/border-attacks-spanish-farmers-threaten_13.html Hallmarks of Deflationary Times Trade...
Spain Cannot Pay €26 Billion Defense Budget, Effectively Issues IOUs to Keep Within Stated Austerity Measures
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http://globaleconomicanalysis.blogspot.com/2011/08/spain-cannot-pay-26-billion-defense.html
Societe Generale Investor Groupama Says It Didn’t Sell a ‘Single’ Share
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http://www.bloomberg.com/news/2011-08-12/groupama-says-it-didn-t-sell-a-single-societe-generale-share-during-rout.html Groupama SA , Socie...
Market-Wary Investors Seek Ways to Insure Millions in Cash
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Aug. 12 (Bloomberg) -- U.S. investors seeking safety in cash amid the market turmoil can take advantage of several methods to insure million...
U.K. House Prices Slip 0.1% to 19-Month Low, Acadametrics Says
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Aug. 12 (Bloomberg) -- U.K. house prices fell to the lowest level in more than 1 1/2 years last month as banks’ requests for larger ...
Envy of World Economy Belied by Ailing Australia Industries
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http://www.bloomberg.com/news/2011-08-11/envy-of-world-economy-belied-by-australia-s-ailing-industries.html Sustained currency strength wo...
Emaar Apartment Sales Plunge 85% in Second Quarter on Weak Demand in Dubai
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http://www.bloomberg.com/news/2011-08-14/emaar-apartment-sales-plunge-85-in-second-quarter-on-weak-demand-in-dubai.html?cmpid = Emaar Prop...
U.S. Consumer Confidence Drops to Three-Decade Low Amid Economic Headwinds
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http://www.bloomberg.com/news/2011-08-12/u-s-consumer-sentiment-falls-more-than-expected-to-54-9-in-michigan-index.html?cmpid =
What Do Low Treasury Yields Mean?: The Ticker
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http://www.bloomberg.com/news/2011-08-12/what-do-low-treasury-yields-mean-the-ticker.html The low yields can be interpreted in various way...
Treasury Yields Plunge to Record Lows on Fed’s Projection of Slower Growth
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http://www.bloomberg.com/news/2011-08-13/treasury-yields-plunge-to-record-lows-on-fed-s-slow-economic-growth-view.html?cmpid = Treasuries ...
Luxury Retail at Risk as Stock Market Drop Rattles Wealthy U.S. Consumers
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http://www.bloomberg.com/news/2011-08-12/luxury-retail-at-risk-as-stock-market-drop-rattles-u-s-shoppers.html?cmpid = ‘Totally Discretionar...
Thursday, 11 August 2011
The Great Australian Dream Is Just a Facade
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http://realitylenses.blogspot.com/2011/08/great-australian-dream-is-just-facade.html
Levitating Assets Looking To Collapse
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http://realitylenses.blogspot.com/2011/08/levitating-assets-looking-to-collapse.html BY PB - A few assets have remained a playground for...
Equities "Look Cheap" — Time to Buy Those ‘Ridiculously’ Cheap Shares
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http://realitylenses.blogspot.com/2011/08/equities-look-cheap-time-to-buy-those.html
UK House price falls wipe £250bn off homeowners' wealth
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http://blogs.telegraph.co.uk/finance/ianmcowie/100011363/house-price-falls-wipe-250bn-off-homeowners-wealth/
US Treasury Bull Market Not Over; Record Low Yields; Shades of Japan; Why QE3 Totally Useless
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http://globaleconomicanalysis.blogspot.com/2011/08/us-treasury-bull-market-not-over-record.html Only if one insists on a new lower-low in ...
Unemployment "Unexpectedly" Rises in Australia
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http://globaleconomicanalysis.blogspot.com/2011/08/unemployment-unexpectedly-rises-in.html
Grantham's Latest: "The S&P Is Worth No More Than 950"
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http://www.zerohedge.com/news/granthams-latest-sp-worth-no-more-950 Back in May, when the market was once again trading purely on hopium a...
2008 Redux
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http://www.zerohedge.com/news/2008-redux From Peter Tchir Since this morning’s rant or comment , I have been informed of several other ...
Emerging Stocks Priced for Profit Tumble Signal Bottom to Morgan Stanley
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http://www.bloomberg.com/news/2011-08-09/emerging-stocks-priced-for-profit-tumble-signal-bottom-to-morgan-stanley.html The lowest developi...
Wednesday, 10 August 2011
The Real Black Swan Event - A Gold Crash
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SAMEER SAYS THE WHOLE WORLD IS GOING CRAZY OVER RISING GOLD PRICES. THERE IS NOBODY WHO IS WILLING ACCEPT THAT GOLD PRICES CAN FALL IN V...
VIX Index Driven to Second-Biggest Percentage Drop on Fed’s Rate Statement
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http://www.bloomberg.com/news/2011-08-09/vix-index-driven-to-second-biggest-percentage-drop-on-fed-s-rate-statement.html The VIX had the s...
Birinyi Says Bull Market Intact, 1,450 S&P 500 Forecast ‘Shaky’
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http://www.bloomberg.com/news/2011-08-09/birinyi-says-bull-market-is-intact-calling-his-1-450-s-p-forecast-shaky-.html “The bull market is...
Wilbur Ross Buys Assets on View World Market Slump Lost Touch With Reality
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http://www.bloomberg.com/news/2011-08-09/billionaire-ross-buys-assets-as-fear-not-economics-fuels-market-declines.html China ’s property m...
Tuesday, 9 August 2011
China Should Favor U.S. Stocks Over Treasuries as Default Looms, Xie Says - HAHAHAHA!!!!!!!!!!
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http://sameersaifan.blogspot.com/2011/07/china-should-favor-us-stocks-over.html http://www.bloomberg.com/news/2011-07-29/china-should-favo...
MARK MOBUIS - SUCCESSFULLY WRONG APRIL 28, 2011
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Mobius Sees Extended Global Equities Bull Market After Fed Move http://sameersaifan.blogspot.com/2011/04/mobius-sees-extended-global-equit...
SUCCESSFUL FORECAST - Recommended Portfolio Positioning - SAMEER MARCH 19, 2011
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http://sameersaifan.blogspot.com/2011/03/recommended-portfolio-positioning.html THIS IS WHAT I HAD RECOMMENDED IN MARCH THIS YEAR ON ASSET...
SUCCESSFUL FORECAST - Is the DAX about to collapse ????? - SAMEER MARCH 25, 2011
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http://sameersaifan.blogspot.com/2011/03/is-dax-about-to-collapse.html I MADE THIS POST IN MARCH THIS YEAR - JUST AS THE DAX WAS ABOUT TO ...
SUCCESSFUL FORECAST - Credit Crisis - Phase 2 - SAMEER JAN 6, 2011
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http://sameersaifan.blogspot.com/2011/01/credit-crisis-phase-2.html THIS WAS POSTED BY ME IN JAN THIS YEAR. ===== In my view , deflat...
SUCCESSFUL FORECAST - Stash your CASH - SAMEER JAN 12, 2011
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http://sameersaifan.blogspot.com/2011/01/stash-your-cash.html Long only managers are advised to stay in CASH. 2011 is set to get ugly ...
SUCCESSFUL FORECAST - Equity Vol Spike - SAMEER DEC 20, 2010
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http://sameersaifan.blogspot.com/2010/12/equity-vol-spike.html Looking at the VIX Index it feels like it is close to a bottom. It would b...
GLOBAL MKTS - CHART UPDATE
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AUD 10% DROP EPIC START OF A DROP THAT WILL TAKE IT TO 2009 LOWS US DOLLAR HAS BEEN STRONG I V SAID IT TIME AND AGAIN ========= F...
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