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- Dave Rosenberg 11/16/2009
- The Debt Economy
- 6 REASONS RICHARD RUSSELL WANTS TO OWN GOLD
- Devon Raises the ‘Big’ Question
- SGF October Monthly Update
- MEREDITH WHITNEY IS NOW CALLING FOR A DOUBLE DIP
- The not-so-small small bank CRE problem
- China Rejects View PBOC Shifted on Yuan, Morgan Stanley Says
- Drug Makers Raise Prices in Face of Health Care Reform
- Can ETCs replicate the carry trade?
- Arbitrage-free merger arbitrage
- U.S. Wholesale Prices Show Few Inflation Pressures
- Funds eye poor performer wheat in hunt for laggards
- High-flying currency hits Eurozone companies
- Tanker Sector Should Float Your Boat
|Dave Rosenberg 11/16/2009
Posted: 16 Nov 2009 02:45 AM PST
Market Musing and data Deciphering
Posted: 16 Nov 2009 03:06 AM PST
Posted: 16 Nov 2009 03:13 AM PST
more reasons to buy gold
Posted: 16 Nov 2009 04:14 AM PST
Devon, with a market capitalization of about $30 billion, is big, if no major. But its move echoes that of larger competitor ConocoPhillips, which has similarly embraced a “shrink to grow” strategy after years of acquisitions.
ETFDesk users see this as a potential opportunity to: buy iShares Dow Jones U.S. Oil & Gas Exploration & Production Index Fund;
Posted: 16 Nov 2009 04:37 AM PST
SGF October Monthly Update
ETFDesk users see this as a potential opportunity to: buy Singapore Fund;
Posted: 16 Nov 2009 07:46 AM PST
Great interview here from the prescient Meredith Whitney. She is now expecting a double dip recession and has turned bearish again on the banks:
Posted: 16 Nov 2009 08:42 AM PST
Moreover, unlike for residential real estate, the best assets have been securitized in CMBS, and banks tend to hold in their loan portfolio the riskiest assets.
ETFDesk users see this as a potential opportunity to: sell KBW Regional Banking ETF;
Posted: 16 Nov 2009 11:36 PM PST
“I consider this…effort by Chinese authorities to dismiss the renewed speculation of renminbi appreciation in the near term,” Wang Qing, chief Asia economist for Morgan Stanley in Hong Kong, wrote in a note to clients today.
ETFDesk users see this as a potential opportunity to: sell WisdomTree Dreyfus Chinese Yuan Fund;
Posted: 17 Nov 2009 12:02 AM PST
In the last year, the industry has raised the wholesale prices of brand-name prescription drugs by about 9 percent, according to industry analysts. That will add more than $10 billion to the nation’s drug bill, which is on track to exceed $300 billion this year.
ETFDesk users see this as a potential opportunity to: buy Pharmaceutical HOLDRS;
Posted: 17 Nov 2009 12:08 AM PST
“The benefit of a currency ETC is that it provides exposure to local interest rates. It’s safer than putting money in a foreign bank account,” Mr Bienkowski said.
Posted: 17 Nov 2009 12:21 AM PST
I think most of the IndexIQ ETFs are silly, but they nailed this one. Merger Arb ETF to hit the market, Convertible arb next?
Posted: 17 Nov 2009 12:27 AM PST
A Labor Department report on Tuesday said that higher food and energy costs contributed to a seasonally adjusted 0.3 percent rise in the producer price index, which measures the cost of goods to companies. That fell short of the 0.5 percent jump forecast by economists.
Posted: 17 Nov 2009 12:56 AM PST
Prices have been weighed down by growing stocks following a record global harvest in 2008 and the second-largest harvest in history this year, but there are signs that the tide may finally be beginning to turn. RJA – 20% Wheat
ETFDesk users see this as a potential opportunity to: buy ELEMENTS – Rogers International Commodity Index Agriculture Total Return;
Posted: 17 Nov 2009 12:57 AM PST
The strength of the euro is hitting the profits and sales of companies in the eurozone sharply, in spite of the emerging economic recovery in the region.
Posted: 17 Nov 2009 01:02 AM PST
FBR Capital Markets WE ARE UPGRADING OUR tanker industry outlook to Overweight based on our expectations for marked improvement in the supply/demand balance in 2010.
ETFDesk users see this as a potential opportunity to: buy Claymore/Delta Global Shipping Index ETF;