Japan sells 20 yr paper/ECB/Bahrain Anticipating what lies ahead for Japan in funding a rebuilding over the next few yrs with the backdrop of an already highly indebted... Read More
Japan Quake: Interactive Before and After Satellite Photos Amazing before and after photos via German news magazine Spiegel of numerous Japanese towns and cities. (Can anyone translate the... Read More
U.S. Macro in Two Simple Charts To understand the U.S. economy go no further than the following two charts. In 2009 and 2010, public sector borrowing was more than 100... Read More
Media Appearance: Dylan Ratigan, Fast Money (3.15.11) > Special Japanese Edition! Tonight I will be on Dylan Ratigan (MSNBC at 4pm) and then Fast Money (CNBC at 5:30 pm) discussing... Read More
FOMC speaks The FOMC said the “economic recovery is on a firmer footing and overall conditions in the labor market appear to be improving... Read More
Finding the Lost City of Atlantis I have to set the Tivo to record this tonite: Could the fabled lost city of Atlantis have been located? Using satellite photography,... Read More
Nuclear Physicist on Japan Crisis Nuclear physicist Kirby Kemper gives us his assessment of the Japan nuclear crisis, including the likelihood of a meltdown and radiation... Read More
Allocation Shift: Closing Shorts, Adding Longs A quick update as to our trading posture: -For the past quarter, we have been about 50% cash with a handful (20%) of longs (HSY, MTZ,... Read More
Trading Japan’s EWJ click for larger chart Chart courtesy of FusionIQ, Bloomberg > I wanted to follow up a post from last year about EWJ. Back in December... Read More