Monthly archive September, 2013
by
prestonni
on
Sep 4, 2013 •
Nomura sticking with their euro breakout vs usd call from a few weeks ago. I took the other side on the false breakout due to widening interest rates spread between the two. HY is now more expensive in the eurozone than US. Historically a 200+ basis point differential in favor of US HY usually exists....
by
prestonni
on
Sep 3, 2013 •
CS-China-economicview-26-08-13 Chinese banks remain on exceptionally low pes. If the CS team are correct they are mis-priced. Here Friday’s technical report: http://www.stocktiming.com/Shanghai_Daily_Stock_Market_Updates/shanghai-index-update-friday.htm
by
prestonni
on
Sep 3, 2013 •
FABER- TECH-01-09-13 BartonBiggs-INVESTMENTADVICE12
by
prestonni
on
Sep 3, 2013 •
cs-wkly-strat2-30-08-13
by
prestonni
on
Sep 3, 2013 •
ISM Man 09032013
by
prestonni
on
Sep 3, 2013 •
David Rosenberg, Gluskin Sheff – Special Report – From Inflation to Deflation… And Back – August 14, 2013 (1)
by
prestonni
on
Sep 3, 2013 •
Browning Newsletter – Evelyn Browning Garriss – YOU NAME IT – WE GOT IT – HEAT, COLD, FLOODS AND DROUGHT – Vol. 38, No. 8 – August 2013 (1)
by
prestonni
on
Sep 2, 2013 •
We have labor day holidays across US markets today which marks the official ending of the usual summer malaise in market volume. Sept is seasonally a volatile month and more often than not to the downside. Having said that August was a bad month for bond prices as rates marched higher across sovereign and consumer...