Farewell to Arms II
After a strong pre-war rally, the market is now marking time. The short term oscillators are somewhat overbought, while longer term...
It’s the Earnings, Stupid!
With the war starting to recede into the rear view mirror, the market must now digest actual quarterly numbers as reported by public...
Farewell to Arms
Farewell to Arms?: Scenes of jubilation in downtown Baghdad as a statue of Saddam tumbled down. Traders were transfixed, watching a...
The Fall of Baghdad
“Upside” risk has been the Trader’s cry the past 4 Fridays, as shorts contemplate the risk of positive news over the weekend. The...
Where’s Waldo?
Since the war began via an attempt to behead the regime with a precision-guided strike at the Iraqi leadership, the operative question...
Not-So-Hidden Agenda
Not-So-Hidden Agenda: Strategic and Economic Assessments of U.S. led Invasion in the Middle East Pre War Analysis, March 19, 2003...
Deflation: Making Sure “It” Doesn’t Happen Here
From today’s Special double FED issue “Which brings me to the present: It’s not the threat of terrorism, an anemic economic...
Mid-term Presidential Election cycle
“There is a season to every purpose:” Two cycles might make the Winter more profitable for the Bulls than the present September sell...
Disclaimer
This is a personal web site, reflecting the opinions of its author. It is not a production of my employer, and it is unaffiliated with...